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WisdomTree Equity Income Fund shares owned by Bordeaux Wealth Advisors

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

Historical chart of Bordeaux Wealth 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 Bordeaux Wealth 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 Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $589k 6.3k 93.80
2024-06-30 $527k 6.2k 84.59

More positions owned by Bordeaux Wealth Advisors

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Boeing Company (BA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Bordeaux Wealth 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