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WisdomTree Equity Income Fund shares owned by Capital Advisors

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $719k 8.3k 86.69
2023-12-31 $682k 8.3k 82.23
2023-09-30 $647k 8.3k 78.01
2023-06-30 $660k 8.3k 79.58
2023-03-31 $682k 8.3k 82.23
2022-12-31 $714k 8.3k 86.09
2022-09-30 $629k 8.3k 75.84
2022-06-30 $683k 8.3k 82.35
2022-03-31 $721k 8.2k 88.14
2021-12-31 $675k 8.2k 82.52
2021-09-30 $630k 8.2k 77.02
2021-06-30 $647k 8.3k 78.27
2021-03-31 $631k 8.3k 76.34
2020-12-31 $524k 7.6k 69.32
2020-09-30 $472k 7.6k 62.44
2020-06-30 $490k 7.9k 62.35
2020-03-31 $445k 7.9k 56.62
2019-12-31 $604k 7.9k 76.85
2019-09-30 $571k 7.7k 74.53
2019-06-30 $493k 6.8k 72.78
2019-03-31 $785k 11k 72.47
2018-12-31 $720k 11k 65.09
2018-09-30 $733k 10k 72.14
2018-06-30 $696k 10k 69.91
2018-03-31 $678k 10k 68.11
2017-12-31 $725k 10k 72.83
2017-09-30 $719k 10k 69.88
2017-06-30 $713k 10k 68.32
2017-03-31 $715k 10k 68.51
2016-12-31 $702k 10k 67.27
2016-09-30 $669k 10k 66.44
2016-06-30 $572k 8.6k 66.72
2016-03-31 $508k 8.0k 63.26
2015-12-31 $474k 8.0k 59.03
2015-09-30 $482k 8.7k 55.54
2015-06-30 $462k 7.8k 59.51
2015-03-31 $335k 5.5k 60.59

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
Evanson Asset Management
Mariner Wealth Advisors
Precedent Wealth Partners
Oakmont Partners
CI Private Wealth
Ledge Wealth Management

View all funds holding WisdomTree Equity Income Fund