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WisdomTree Equity Income Fund shares owned by Capital Investment Advisors

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

Historical chart of Capital Investment Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $438k 4.3k 100.75
2025-06-30 $405k 4.2k 95.98
2025-03-31 $418k 4.2k 99.16

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded No Amer Energy (EMLP)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Johnson & Johnson (JNJ)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Capital Investment Advisors

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund