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WisdomTree Equity Income Fund shares owned by Cardiff Park Advisors

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

Historical chart of Cardiff Park Advisors investment in WisdomTree Equity Income Fund

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All positions including WisdomTree Equity Income Fund held by Cardiff Park 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 Cardiff Park Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $194k 2.3k 84.57
2024-03-31 $197k 2.3k 86.65
2023-12-31 $186k 2.3k 82.19
2023-09-30 $176k 2.3k 78.05
2023-06-30 $179k 2.2k 79.58
2023-03-31 $184k 2.2k 82.27
2022-03-31 $73k 830 87.95

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Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Cardiff Park Advisors

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund