WisdomTree LargeCap Dividend Fund shares owned by Traverso Chambers Private Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Traverso Chambers Private Wealth Management
from 13F filings
Historical chart of Traverso Chambers Private Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $17M | 255k | 66.38 |
2023-09-30 | $15M | 250k | 61.49 |
2023-06-30 | $16M | 250k | 63.60 |
2023-03-31 | $15M | 248k | 61.86 |
2022-12-31 | $15M | 244k | 61.95 |
2022-09-30 | $14M | 245k | 55.26 |
2022-06-30 | $8.1M | 137k | 59.10 |
2022-03-31 | $9.0M | 138k | 65.72 |
2021-12-31 | $9.0M | 137k | 66.04 |
2021-09-30 | $8.1M | 68k | 119.28 |
2021-06-30 | $8.1M | 67k | 120.32 |
2021-03-31 | $7.7M | 67k | 114.68 |
2020-12-31 | $7.2M | 67k | 107.51 |
2020-09-30 | $6.6M | 68k | 97.04 |
2020-06-30 | $6.2M | 66k | 92.89 |
2020-03-31 | $5.2M | 65k | 80.93 |
2019-12-31 | $6.4M | 61k | 105.93 |
2019-09-30 | $13M | 126k | 99.07 |
2019-06-30 | $12M | 121k | 97.78 |
2019-03-31 | $13M | 138k | 94.22 |
2018-12-31 | $12M | 136k | 84.45 |
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