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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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 |
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