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WisdomTree Equity Income Fund shares owned by Capital Advisors

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

Historical chart of Capital Advisors investment in WisdomTree Equity Income Fund

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All positions including WisdomTree Equity Income Fund held by Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $778k 8.3k 93.80
2024-06-30 $702k 8.3k 84.64
2024-03-31 $719k 8.3k 86.69
2023-12-31 $682k 8.3k 82.23
2023-09-30 $647k 8.3k 78.01
2023-06-30 $660k 8.3k 79.58
2023-03-31 $682k 8.3k 82.23
2022-12-31 $714k 8.3k 86.09
2022-09-30 $629k 8.3k 75.84
2022-06-30 $683k 8.3k 82.35
2022-03-31 $721k 8.2k 88.14
2021-12-31 $675k 8.2k 82.52
2021-09-30 $630k 8.2k 77.02
2021-06-30 $647k 8.3k 78.27
2021-03-31 $631k 8.3k 76.34
2020-12-31 $524k 7.6k 69.32
2020-09-30 $472k 7.6k 62.44
2020-06-30 $490k 7.9k 62.35
2020-03-31 $445k 7.9k 56.62
2019-12-31 $604k 7.9k 76.85
2019-09-30 $571k 7.7k 74.53
2019-06-30 $493k 6.8k 72.78
2019-03-31 $785k 11k 72.47
2018-12-31 $720k 11k 65.09
2018-09-30 $733k 10k 72.14
2018-06-30 $696k 10k 69.91
2018-03-31 $678k 10k 68.11
2017-12-31 $725k 10k 72.83
2017-09-30 $719k 10k 69.88
2017-06-30 $713k 10k 68.32
2017-03-31 $715k 10k 68.51
2016-12-31 $702k 10k 67.27
2016-09-30 $669k 10k 66.44
2016-06-30 $572k 8.6k 66.72
2016-03-31 $508k 8.0k 63.26
2015-12-31 $474k 8.0k 59.03
2015-09-30 $482k 8.7k 55.54
2015-06-30 $462k 7.8k 59.51
2015-03-31 $335k 5.5k 60.59

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund