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H&H Retirement Design & Management »

WisdomTree LargeCap Dividend Fund shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by H&H Retirement Design & Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$5.5M	69k	79.77
2024-06-30	$5.0M	66k	74.96
2024-03-31	$4.5M	65k	69.54
2023-12-31	$5.0M	73k	68.12
2023-09-30	$4.5M	73k	61.58
2023-06-30	$4.7M	73k	64.08
2023-03-31	$4.6M	74k	62.87

More positions owned by H&H Retirement Design & Management

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Vanguard Bd Index Fds Long Term Bond (BLV)

Wisdomtree Tr Us Largecap Divd (DLN)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Energy (XLE)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Select Sector Spdr Tr Technology (XLK)

View all positions for H&H Retirement Design & Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services

Morgan Stanley

LPL Financial

Creative Planning

Bank of America Corporation

Great Valley Advisor Group

Commonwealth Equity Services

Hartland & Co

Wells Fargo & Company

Cambridge Investment Research Advisors

Royal Bank of Canada

Envestnet Asset Management

Waterway Wealth Management

Cetera Investment Advisers

Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund

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