WisdomTree LargeCap Dividend Fund shares owned by HB Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 17k | 72.19 |
| 2023-12-31 | $1.2M | 17k | 66.38 |
| 2023-09-30 | $1.1M | 17k | 61.49 |
| 2023-06-30 | $1.1M | 17k | 63.60 |
| 2023-03-31 | $1.1M | 17k | 61.86 |
| 2022-12-31 | $1.1M | 17k | 61.95 |
| 2022-09-30 | $979k | 18k | 55.27 |
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