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WisdomTree Equity Income Fund shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial 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 Northwest Financial 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 508 86.66
2023-12-31 $42k 508 82.18

More positions owned by Northwest Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Lpl Financial Holdings (LPLA)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Johnson & Johnson (JNJ)
Meta Platforms Cl A (META)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Northwest Financial Advisors

Top funds holding WisdomTree Equity Income Fund

CWM
LPL Financial
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
UBS Group
Evanson Asset Management
Envestnet Asset Management
Advisor Group Holdings
Mariner Wealth Advisors
First Command Advisory Services
Precedent Wealth Partners

View all funds holding WisdomTree Equity Income Fund