Bsc Private Wealth Management »

WisdomTree Equity Income Fund shares owned by Bsc Private Wealth Management

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

Historical chart of Bsc Private Wealth Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Bsc Private Wealth Management 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 Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $612k 7.4k 82.18
2023-09-30 $653k 8.4k 78.06
2023-06-30 $690k 8.7k 79.57
2023-03-31 $724k 8.8k 82.27
2022-12-31 $906k 11k 86.06
2022-09-30 $22M 291k 75.81
2022-06-30 $23M 280k 82.29
2022-03-31 $28M 323k 88.09
2021-12-31 $27M 330k 82.54
2021-09-30 $25M 324k 76.98
2021-06-30 $24M 312k 78.22
2021-03-31 $1.4M 19k 76.28
2020-12-31 $1.7M 25k 69.35
2020-09-30 $1.7M 27k 62.49
2020-06-30 $1.7M 27k 62.30
2020-03-31 $1.8M 32k 56.61
2019-12-31 $3.6M 47k 76.82
2019-09-30 $3.7M 50k 74.47
2019-06-30 $3.7M 52k 72.76
2019-03-31 $4.1M 56k 72.48
2018-12-31 $3.7M 57k 65.12
2018-09-30 $4.1M 57k 72.16
2018-06-30 $4.0M 58k 69.93
2018-03-31 $4.0M 58k 68.11
2017-12-31 $4.3M 59k 72.85
2017-09-30 $4.1M 59k 70.58
2017-06-30 $4.0M 59k 67.72
2017-03-31 $4.1M 60k 68.35
2016-12-31 $4.5M 66k 67.75
2016-09-30 $4.3M 66k 65.40
2016-06-30 $5.2M 77k 66.97

More positions owned by Bsc Private Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bsc Private Wealth Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
Evanson Asset Management
Mariner Wealth Advisors
Precedent Wealth Partners
Oakmont Partners
CI Private Wealth
Ledge Wealth Management

View all funds holding WisdomTree Equity Income Fund