HBS
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Howard Bailey Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Howard Bailey Securities’s Portfolio DLN Stock Details DLN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.52M Sell
67,194
-779
-1% -$64K 2.12% 14
2025
Q1 		$5.4M Sell
67,973
-8,441
-11% -$670K 2.18% 15
2024
Q4 		$5.94M Buy
76,414
+1,573
+2% +$122K 2.21% 14
2024
Q3 		$5.88M Buy
+74,841
New +$5.88M 2.23% 14