WisdomTree LargeCap Dividend Fund shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 67k | 87.03 |
| 2025-06-30 | $5.6M | 68k | 82.14 |
| 2025-03-31 | $5.8M | 73k | 79.37 |
| 2024-12-31 | $6.0M | 77k | 77.79 |
| 2024-09-30 | $6.4M | 82k | 78.56 |
| 2024-06-30 | $6.1M | 84k | 72.75 |
| 2024-03-31 | $6.5M | 90k | 72.19 |
| 2023-09-30 | $7.6M | 124k | 61.49 |
| 2023-06-30 | $12M | 191k | 63.60 |
| 2023-03-31 | $12M | 188k | 61.86 |
| 2022-12-31 | $13M | 216k | 61.95 |
| 2022-09-30 | $12M | 215k | 55.26 |
| 2022-06-30 | $12M | 206k | 59.10 |
| 2022-03-31 | $14M | 214k | 65.72 |
| 2021-09-30 | $11M | 95k | 119.29 |
| 2021-06-30 | $10M | 86k | 120.32 |
| 2021-03-31 | $9.5M | 83k | 114.68 |
| 2020-12-31 | $8.1M | 75k | 107.50 |
| 2020-09-30 | $7.1M | 73k | 97.04 |
| 2020-06-30 | $6.6M | 71k | 92.88 |
| 2020-03-31 | $6.8M | 84k | 80.94 |
| 2019-12-31 | $8.6M | 82k | 105.92 |
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