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WisdomTree Equity Income Fund shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 167 93.80
2024-06-30 $14k 167 84.59
2024-03-31 $15k 167 86.66
2021-09-30 $13k 167 77.84
2021-06-30 $13k 167 77.84
2021-03-31 $13k 167 77.84
2020-12-31 $12k 167 71.86
2020-09-30 $10k 167 59.88
2020-06-30 $10k 167 59.88
2020-03-31 $9.0k 167 53.89
2019-12-31 $13k 167 77.84

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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TransDigm Group Incorporated (TDG)
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Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

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