WisdomTree LargeCap Dividend Fund shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 6.5k | 87.02 |
| 2025-06-30 | $595k | 7.2k | 82.14 |
| 2025-03-31 | $890k | 11k | 79.37 |
| 2024-12-31 | $653k | 8.4k | 77.79 |
| 2024-09-30 | $750k | 9.5k | 78.57 |
| 2024-06-30 | $788k | 11k | 72.76 |
| 2024-03-31 | $1.7M | 24k | 72.19 |
| 2023-12-31 | $1.5M | 23k | 66.38 |
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