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WisdomTree Equity Income Fund shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 100.75
2025-06-30 $1.6M 17k 95.98
2025-03-31 $1.8M 18k 99.16
2024-12-31 $2.0M 21k 93.36
2024-06-30 $2.4M 29k 84.59
2024-03-31 $3.5M 41k 86.66
2023-12-31 $5.1M 62k 82.18
2023-09-30 $5.3M 68k 78.06
2023-06-30 $5.4M 68k 79.57
2023-03-31 $5.6M 68k 82.27
2022-12-31 $4.9M 57k 86.06

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

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