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WisdomTree LargeCap Dividend Fund shares owned by St. Clair Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by St. Clair Advisors from 13F filings

Historical chart of St. Clair Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by St. Clair Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by St. Clair Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 16k 87.03
2025-06-30 $1.3M 16k 82.14
2025-03-31 $1.2M 16k 79.37
2024-09-30 $1.2M 16k 78.56
2024-06-30 $1.2M 16k 72.75
2024-03-31 $1.1M 16k 72.19
2023-12-31 $1.1M 16k 66.38
2023-09-30 $979k 16k 61.49
2023-06-30 $1.1M 17k 63.60
2023-03-31 $1.0M 17k 61.86
2022-12-31 $1.1M 19k 61.95
2022-09-30 $1.2M 21k 55.26
2022-06-30 $1.3M 22k 59.10
2022-03-31 $1.5M 22k 65.72
2021-12-31 $1.5M 22k 66.04
2021-09-30 $1.3M 11k 119.29