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WisdomTree Equity Income Fund shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Team Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $37k 453 82.23
2023-09-30 $77k 981 78.04

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Spdr Gold Minishares Trust Etf (GLDM)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

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