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WisdomTree Equity Income Fund shares owned by Efficient Advisors

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

Historical chart of Efficient 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 Efficient 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 Efficient Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $260k 3.2k 82.18
2023-09-30 $243k 3.1k 78.05
2023-06-30 $254k 3.2k 79.58
2023-03-31 $252k 3.1k 82.26
2022-12-31 $266k 3.1k 86.06
2022-09-30 $255k 3.4k 75.80
2022-06-30 $291k 3.5k 82.18
2022-03-31 $336k 3.8k 88.05
2021-12-31 $339k 4.1k 82.60
2021-09-30 $333k 4.3k 77.03
2021-06-30 $356k 4.5k 78.29
2021-03-31 $367k 4.8k 76.32
2020-12-31 $546k 7.9k 69.34
2020-09-30 $581k 9.3k 62.45
2020-06-30 $593k 9.5k 62.28
2020-03-31 $499k 8.8k 56.56
2019-12-31 $640k 8.3k 76.80
2019-09-30 $618k 8.3k 74.47
2019-06-30 $612k 8.4k 72.78
2019-03-31 $689k 9.5k 72.43
2018-12-31 $599k 9.2k 65.12
2018-09-30 $707k 9.8k 72.16
2018-06-30 $687k 9.8k 69.97
2018-03-31 $667k 9.8k 68.07
2017-12-31 $695k 9.5k 72.83
2017-09-30 $599k 8.6k 69.89
2017-06-30 $583k 8.5k 68.32
2017-03-31 $625k 9.1k 68.46
2016-12-31 $617k 9.2k 67.28
2016-09-30 $645k 9.7k 66.45
2016-06-30 $665k 10k 66.75
2016-03-31 $643k 10k 63.29
2015-12-31 $527k 8.9k 59.04
2015-09-30 $473k 8.5k 55.61
2015-06-30 $497k 8.4k 59.42

More positions owned by Efficient Advisors

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Efficient 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