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WisdomTree Equity Income Fund shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe 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 Beacon Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $417k 4.5k 93.80
2024-06-30 $376k 4.5k 84.59
2024-03-31 $386k 4.5k 86.66
2023-12-31 $373k 4.5k 82.18
2023-09-30 $351k 4.5k 78.06

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

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