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
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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 |
|---|---|---|---|
| 2025-09-30 | $6.3M | 72k | 87.05 |
| 2025-06-30 | $6.1M | 73k | 83.23 |
| 2025-03-31 | $4.9M | 67k | 73.30 |
| 2024-12-31 | $5.5M | 68k | 81.51 |
| 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 |
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