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WisdomTree Equity Income Fund shares owned by CLS Investments

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 25k 100.75
2025-06-30 $2.3M 24k 95.98
2025-03-31 $1.9M 19k 99.16
2024-12-31 $3.1M 33k 93.36
2024-09-30 $3.0M 32k 93.80
2024-06-30 $2.4M 29k 84.59
2024-03-31 $2.3M 27k 86.66
2023-12-31 $2.3M 27k 83.09
2023-09-30 $2.0M 25k 78.06
2023-06-30 $365k 4.6k 79.57
2023-03-31 $289k 3.5k 82.27

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

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