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WisdomTree Equity Income Fund shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 20k 86.66
2023-12-31 $1.7M 21k 82.18
2023-09-30 $1.7M 22k 78.06
2023-06-30 $1.8M 23k 79.57

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
Evanson Asset Management
Mariner Wealth Advisors
First Command Advisory Services
Precedent Wealth Partners
Oakmont Partners
CI Private Wealth

View all funds holding WisdomTree Equity Income Fund