WisdomTree LargeCap Dividend Fund shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 101k | 78.56 |
| 2024-06-30 | $6.7M | 92k | 72.75 |
| 2024-03-31 | $6.5M | 90k | 72.19 |
| 2023-12-31 | $5.8M | 87k | 66.38 |
| 2023-09-30 | $5.2M | 85k | 61.49 |
| 2023-06-30 | $5.4M | 84k | 63.60 |
| 2023-03-31 | $5.2M | 84k | 61.86 |
| 2022-12-31 | $5.4M | 87k | 61.95 |
| 2022-09-30 | $4.9M | 88k | 55.26 |
| 2022-06-30 | $5.1M | 86k | 59.10 |
| 2022-03-31 | $5.4M | 82k | 65.72 |
| 2021-12-31 | $5.1M | 78k | 66.04 |
| 2021-09-30 | $4.3M | 37k | 119.28 |
| 2021-06-30 | $4.1M | 34k | 120.33 |
| 2021-03-31 | $3.5M | 31k | 114.68 |
| 2020-12-31 | $3.3M | 31k | 107.51 |
| 2020-09-30 | $3.0M | 31k | 97.05 |
| 2020-06-30 | $2.6M | 28k | 92.86 |
| 2020-03-31 | $2.2M | 27k | 80.94 |
| 2019-12-31 | $2.0M | 19k | 105.94 |
| 2019-09-30 | $1.8M | 18k | 99.09 |
| 2019-06-30 | $1.7M | 18k | 96.88 |
| 2019-03-31 | $1.8M | 19k | 94.24 |
| 2018-12-31 | $1.3M | 15k | 84.43 |
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