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WisdomTree LargeCap Dividend Fund shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Howard Bailey Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.9M 76k 77.79
2024-09-30 $5.9M 75k 78.56

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Intl Qulty Div (IQDG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Howard Bailey Securities

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Advisors Capital Management

View all funds holding WisdomTree LargeCap Dividend Fund