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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
2025-09-30 $5.6M 65k 87.03
2025-06-30 $5.5M 67k 82.14
2025-03-31 $5.4M 68k 79.37
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)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Efficient Cor (NTSX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Core Msci Emkt (IEMG)

View all positions for Howard Bailey Securities

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
UBS Group
Great Valley Advisor Group
Trilogy Capital
Hartland & Co
Evercore Wealth Management
Cetera Investment Advisers
Waterway Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Dividend Fund