WisdomTree Equity Income Fund shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $292k | 3.4k | 86.66 |
| 2023-12-31 | $275k | 3.3k | 82.17 |
| 2023-09-30 | $236k | 3.0k | 78.05 |
| 2023-06-30 | $254k | 3.2k | 79.58 |
| 2023-03-31 | $270k | 3.3k | 82.27 |
| 2022-12-31 | $278k | 3.2k | 86.06 |
| 2022-09-30 | $242k | 3.2k | 75.67 |
| 2022-06-30 | $277k | 3.4k | 82.34 |
| 2022-03-31 | $293k | 3.3k | 88.07 |
| 2021-12-31 | $274k | 3.3k | 82.60 |
| 2021-09-30 | $410k | 5.3k | 76.97 |
| 2021-06-30 | $417k | 5.3k | 78.24 |
| 2021-03-31 | $425k | 5.6k | 76.33 |
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