WisdomTree LargeCap Dividend Fund shares owned by Sigma Planning
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in WisdomTree LargeCap Dividend Fund
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All positions including WisdomTree LargeCap Dividend Fund held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree LargeCap Dividend Fund by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 55k | 87.03 |
| 2025-06-30 | $4.7M | 57k | 82.14 |
| 2025-03-31 | $4.2M | 54k | 79.37 |
| 2024-12-31 | $4.2M | 54k | 77.79 |
| 2024-09-30 | $4.2M | 53k | 78.56 |
| 2024-06-30 | $3.9M | 53k | 72.75 |
| 2024-03-31 | $3.6M | 50k | 72.19 |
| 2023-12-31 | $1.2M | 18k | 66.38 |
| 2023-09-30 | $2.5M | 41k | 61.49 |
| 2023-06-30 | $2.6M | 41k | 63.60 |
| 2023-03-31 | $3.1M | 51k | 61.86 |
| 2022-12-31 | $3.1M | 50k | 61.95 |
| 2022-09-30 | $2.8M | 51k | 55.26 |
| 2022-06-30 | $3.0M | 51k | 59.11 |
| 2022-03-31 | $3.6M | 54k | 65.72 |
| 2021-12-31 | $3.6M | 54k | 66.04 |
| 2021-09-30 | $3.7M | 31k | 119.30 |
| 2021-06-30 | $3.7M | 31k | 120.31 |
| 2021-03-31 | $2.7M | 24k | 114.67 |
| 2020-12-31 | $2.2M | 21k | 107.50 |
| 2020-09-30 | $1.2M | 12k | 97.03 |
| 2020-06-30 | $628k | 6.8k | 92.93 |
| 2020-03-31 | $992k | 12k | 80.91 |
| 2019-12-31 | $2.1M | 20k | 105.91 |
| 2019-09-30 | $971k | 9.8k | 99.12 |
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