WisdomTree LargeCap Dividend Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 53k | 66.38 |
| 2023-09-30 | $3.3M | 53k | 61.49 |
| 2023-06-30 | $3.4M | 53k | 63.64 |
| 2023-03-31 | $1.4M | 46k | 31.59 |
| 2022-12-31 | $3.3M | 53k | 61.95 |
| 2022-09-30 | $3.0M | 54k | 55.26 |
| 2022-06-30 | $2.3M | 39k | 59.11 |
| 2022-03-31 | $2.6M | 39k | 65.71 |
| 2021-12-31 | $2.6M | 40k | 66.05 |
| 2021-09-30 | $2.3M | 21k | 110.99 |
| 2021-06-30 | $3.0M | 25k | 120.32 |
| 2021-03-31 | $3.2M | 28k | 114.69 |
| 2020-12-31 | $3.0M | 28k | 107.51 |
| 2020-09-30 | $2.7M | 28k | 97.03 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $2.3M | 28k | 80.92 |
| 2019-12-31 | $2.4M | 22k | 105.94 |
| 2019-09-30 | $340k | 3.4k | 99.13 |
| 2019-06-30 | $332k | 3.4k | 96.79 |
| 2019-03-31 | $575k | 6.1k | 94.14 |
| 2018-12-31 | $290k | 3.4k | 84.55 |
| 2018-09-30 | $327k | 3.4k | 95.34 |
| 2018-06-30 | $308k | 3.4k | 89.80 |
| 2018-03-31 | $304k | 3.4k | 88.63 |
| 2017-12-31 | $316k | 3.4k | 92.13 |
| 2017-09-30 | $298k | 3.4k | 86.88 |
| 2017-06-30 | $288k | 3.4k | 83.97 |
| 2017-03-31 | $284k | 3.4k | 82.80 |
| 2015-12-31 | $238k | 3.3k | 71.15 |
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