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WisdomTree Equity Income Fund shares owned by JT Stratford

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

Historical chart of JT Stratford investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by JT Stratford

Quarter filed Position value Share count Share price at filing
2023-12-31 $796k 9.7k 82.18
2023-09-30 $909k 12k 78.06
2023-06-30 $1.1M 14k 79.57
2023-03-31 $1.3M 16k 82.27
2022-12-31 $1.3M 16k 86.06
2022-09-30 $966k 13k 75.82
2022-06-30 $890k 11k 82.26

More positions owned by JT Stratford

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Aptus Enhanced (JUCY)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Us Treas Bd Etf (GOVT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for JT Stratford

Top funds holding WisdomTree Equity Income Fund

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Evanson Asset Management
Envestnet Asset Management
Advisor Group Holdings
Ameriprise Financial
First Command Advisory Services
Precedent Wealth Partners

View all funds holding WisdomTree Equity Income Fund