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WisdomTree LargeCap Dividend Fund shares owned by Well Done

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Well Done from 13F filings

Historical chart of Well Done investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Well Done consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Well Done

Quarter filed Position value Share count Share price at filing
2025-09-30 $880k 10k 87.03
2025-06-30 $831k 10k 82.14
2025-03-31 $787k 10k 77.79
2024-12-31 $657k 8.4k 78.56
2024-09-30 $657k 8.4k 78.56
2024-06-30 $609k 8.4k 72.75
2024-03-31 $604k 8.4k 72.19
2023-12-31 $555k 8.4k 66.38
2023-09-30 $514k 8.4k 61.49
2023-06-30 $532k 8.4k 63.60
2023-03-31 $517k 8.4k 61.86
2022-12-31 $518k 8.4k 61.93
2022-09-30 $689k 13k 55.28
2022-06-30 $737k 13k 59.13
2022-03-31 $819k 13k 65.71
2021-12-31 $823k 13k 66.03
2021-09-30 $743k 6.2k 119.22
2021-06-30 $750k 6.2k 120.35
2021-03-31 $715k 6.2k 114.73
2020-12-31 $670k 6.2k 107.51
2020-09-30 $599k 6.2k 97.02
2020-06-30 $587k 6.3k 92.88
2020-03-31 $563k 7.0k 80.88
2019-12-31 $638k 6.0k 105.87
2019-09-30 $598k 6.0k 98.99
2019-06-30 $638k 6.6k 96.89
2019-03-31 $611k 6.5k 94.29
2018-12-31 $537k 6.4k 84.47
2018-09-30 $559k 5.9k 95.41
2018-06-30 $531k 5.9k 89.64
2018-03-31 $237k 2.7k 88.43
2017-12-31 $247k 2.7k 92.16
2017-09-30 $236k 2.7k 86.96
2017-06-30 $233k 2.8k 84.24
2017-03-31 $233k 2.8k 83.10
2016-12-31 $224k 2.8k 79.89
2016-09-30 $216k 2.8k 77.03
2016-06-30 $212k 2.8k 75.61
2016-03-31 $208k 2.8k 73.45
2015-12-31 $201k 2.8k 70.97

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Mmentm (MTUM)
Gentex Corporation (GNTX)
Ishares Gold Tr Ishares New (IAU)
Abbvie (ABBV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr Us Aer Def Etf (ITA)

View all positions for Well Done

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Waterway Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund