WisdomTree Equity Income Fund shares owned by Claro Advisors
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in WisdomTree Equity Income Fund
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All positions including WisdomTree Equity Income Fund held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $500k | 5.8k | 86.66 |
2023-12-31 | $456k | 5.5k | 82.18 |
2023-09-30 | $419k | 5.4k | 78.06 |
2023-06-30 | $402k | 5.1k | 79.57 |
2023-03-31 | $346k | 4.2k | 82.27 |
2022-12-31 | $206k | 2.4k | 86.06 |
Top funds holding WisdomTree Equity Income Fund
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