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WisdomTree Equity Income Fund shares owned by Clear Trail Advisors

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

Historical chart of Clear Trail Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Clear Trail 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 Clear Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $328k 3.0k 109.22
2025-12-31 $306k 3.0k 101.82

More positions owned by Clear Trail Advisors

Exxon Mobil Corporation (XOM)
Darden Restaurants (DRI)
Apple (AAPL)
General Mills (GIS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Wal-Mart Stores (WMT)
Broadcom (AVGO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Clear Trail Advisors

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Value Investment Professionals
Mb, Levis & Associates
Colony
Kestra Advisory Services
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
UBS Group
Mariner Wealth Advisors
Stonebridge Wealth Management

View all funds holding WisdomTree Equity Income Fund