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WisdomTree Equity Income Fund shares owned by Cardiff Park Advisors

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

Historical chart of Cardiff Park 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 Cardiff Park 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 Cardiff Park Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $186k 2.3k 82.19
2023-09-30 $176k 2.3k 78.05
2023-06-30 $179k 2.2k 79.58
2023-03-31 $184k 2.2k 82.27
2022-03-31 $73k 830 87.95

More positions owned by Cardiff Park Advisors

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Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Cardiff Park Advisors

Top funds holding WisdomTree Equity Income Fund

CWM
LPL Financial
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Raymond James Financial Services Advisors
UBS Group
Evanson Asset Management
Envestnet Asset Management
Goldman Sachs Group
Advisor Group Holdings
Colony
Ameriprise Financial

View all funds holding WisdomTree Equity Income Fund