WisdomTree LargeCap Dividend Fund shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $803k | 10k | 78.56 |
| 2024-06-30 | $809k | 11k | 72.75 |
| 2024-03-31 | $875k | 12k | 72.19 |
| 2023-12-31 | $861k | 13k | 66.38 |
| 2023-09-30 | $1.0M | 17k | 61.49 |
| 2023-06-30 | $10M | 159k | 63.60 |
| 2023-03-31 | $12M | 187k | 61.86 |
| 2022-12-31 | $14M | 230k | 61.95 |
| 2022-09-30 | $12M | 221k | 55.26 |
| 2022-06-30 | $11M | 187k | 59.10 |
| 2022-03-31 | $6.4M | 97k | 65.72 |
| 2021-12-31 | $15M | 222k | 66.04 |
| 2021-09-30 | $13M | 111k | 119.29 |
| 2021-06-30 | $13M | 109k | 120.31 |
| 2021-03-31 | $11M | 95k | 114.68 |
| 2020-12-31 | $9.8M | 91k | 107.41 |
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