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WisdomTree Equity Income Fund shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 63k 100.75
2025-06-30 $9.2M 95k 95.98

More positions owned by 1 North Wealth Services

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Globl Cash Etf (GCOW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for 1 North Wealth Services

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Morgan Stanley
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Stonebridge Wealth Management
UBS Group

View all funds holding WisdomTree Equity Income Fund