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WisdomTree Equity Income Fund shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $539k 4.7k 113.68
2021-09-30 $34k 442 76.92
2020-06-30 $26k 420 61.90
2020-03-31 $69k 1.2k 56.56
2019-12-31 $548k 7.1k 76.82

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Ishares Tr Core S&p500 Etf (IVV)
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View all positions for AlphaCore Capital

Top funds holding WisdomTree Equity Income Fund

CWM
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Kestra Advisory Services
Mb, Levis & Associates
Colony
Envestnet Asset Management
Goldman Sachs Group
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings

View all funds holding WisdomTree Equity Income Fund