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WisdomTree Equity Income Fund shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in WisdomTree Equity Income Fund

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $242k 3.1k 78.05
2023-06-30 $268k 3.4k 79.57
2023-03-31 $372k 4.5k 82.27
2022-12-31 $366k 4.3k 86.06
2022-09-30 $322k 4.2k 75.80
2022-06-30 $349k 4.2k 82.29
2022-03-31 $373k 4.2k 88.14
2021-12-31 $344k 4.2k 82.55
2021-06-30 $881k 11k 78.19
2021-03-31 $859k 11k 76.33
2020-12-31 $780k 11k 69.36
2020-09-30 $717k 12k 62.51
2020-06-30 $736k 12k 62.29
2020-03-31 $672k 12k 56.59
2019-12-31 $928k 12k 76.82
2019-09-30 $919k 12k 74.44
2019-06-30 $890k 12k 72.76
2019-03-31 $886k 12k 72.45
2018-12-31 $798k 12k 65.12
2018-09-30 $920k 13k 72.19
2018-06-30 $933k 13k 69.97
2018-03-31 $1.1M 16k 68.09
2017-12-31 $1.4M 19k 72.83
2017-09-30 $975k 14k 69.89
2017-06-30 $1.0M 15k 68.36
2017-03-31 $1.6M 23k 68.18
2016-12-31 $1.6M 24k 67.29
2016-09-30 $1.5M 24k 64.38
2016-06-30 $1.8M 27k 66.73
2016-03-31 $1.4M 22k 63.29
2015-12-31 $1.2M 22k 56.78
2015-09-30 $1.3M 24k 55.56
2015-03-31 $1.7M 28k 62.18
2014-12-31 $1.6M 27k 61.59
2014-09-30 $1.6M 26k 59.31
2014-06-30 $1.5M 26k 59.44
2014-03-31 $1.5M 26k 57.11
2013-12-31 $1.4M 26k 54.80
2013-09-30 $1.4M 26k 54.64
2013-06-30 $1.4M 26k 53.17
2013-03-31 $1.4M 26k 53.12

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
UBS Group
Raymond James Financial
Stonebridge Wealth Management

View all funds holding WisdomTree Equity Income Fund