Heritage Wealth Management, Inc./Texas »

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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All positions including WisdomTree LargeCap Dividend Fund held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Targa Res Corp (TRGP)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Management, Inc./Texas

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