WisdomTree Equity Income Fund shares owned by Coldstream Capital Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Coldstream Capital Management
from 13F filings
Historical chart of Coldstream Capital Management investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Coldstream Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 5.3k | 100.75 |
| 2025-06-30 | $564k | 5.9k | 95.98 |
| 2025-03-31 | $582k | 5.9k | 99.16 |
| 2024-12-31 | $548k | 5.9k | 93.36 |
| 2024-09-30 | $550k | 5.9k | 93.80 |
| 2024-06-30 | $500k | 5.9k | 84.59 |
| 2024-03-31 | $513k | 5.9k | 86.66 |
| 2023-12-31 | $486k | 5.9k | 82.18 |
| 2023-09-30 | $462k | 5.9k | 78.06 |
| 2023-06-30 | $516k | 6.5k | 79.57 |
| 2023-03-31 | $533k | 6.5k | 82.27 |
| 2022-12-31 | $640k | 7.4k | 86.06 |
| 2022-06-30 | $586k | 7.1k | 82.29 |
| 2022-03-31 | $724k | 8.2k | 88.07 |
| 2021-12-31 | $725k | 8.8k | 82.51 |
| 2021-09-30 | $676k | 8.8k | 76.93 |
| 2021-06-30 | $687k | 8.8k | 78.19 |
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