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WisdomTree Equity Income Fund shares owned by Caldwell Sutter Capital

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Caldwell Sutter Capital from 13F filings

Historical chart of Caldwell Sutter Capital investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $178k 1.9k 93.36
2024-09-30 $159k 1.7k 93.80
2024-06-30 $137k 1.6k 84.59
2024-03-31 $92k 1.1k 86.66
2023-12-31 $31k 382 82.18

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Visa Com Cl A (V)
Kinetik Holdings New Cl A (KNTK)
Microsoft Corporation (MSFT)
Donegal Group Cl A (DGICA)
Perma-pipe International (PPIH)
Caterpillar (CAT)
Chevron Corp New Com (CVX)
Costco Whsl Corp New Com (COST)
Ishares Tr Core S&p500 Etf (IVV)
First Internet Bancorp (INBK)
FirstSun Capital Bancorp (FSUN)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)

View all positions for Caldwell Sutter Capital

Top funds holding WisdomTree Equity Income Fund

CWM
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LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James Financial
Evanson Asset Management
Advisor Group Holdings
Ameriprise Financial

View all funds holding WisdomTree Equity Income Fund