Avant Capital »

WisdomTree Equity Income Fund shares owned by Avant Capital

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

Historical chart of Avant 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 Avant Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Equity Income Fund by Avant Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $233k 3.0k 78.06
2023-06-30 $237k 3.0k 79.56
2023-03-31 $258k 3.1k 82.28
2022-12-31 $276k 3.2k 86.06
2022-09-30 $272k 3.6k 75.85
2022-06-30 $325k 4.0k 82.17
2022-03-31 $313k 3.5k 88.19
2021-12-31 $293k 3.5k 82.67

More positions owned by Avant Capital

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Avant Capital

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
Evanson Asset Management
Advisor Group Holdings
Goldman Sachs Group
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund