Colony »

WisdomTree Equity Income Fund shares owned by Colony

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

Historical chart of Colony investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Equity Income Fund by Colony

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 152k 84.59
2024-03-31 $6.8M 79k 86.66
2023-12-31 $11M 139k 82.18

More positions owned by Colony

Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VOO)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (IVV)
Ishares Tr 0-3 Mnth Treasry (IWB)
Ishares Tr 0-3 Mnth Treasry (IWF)
Alphabet Cap Stk Cl A (GOOG)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (IXUS)
Pepsi (PEP)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Vanguard Index Fds Extend Mkt Etf (VTI)

View all positions for Colony

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Envestnet Asset Management
Evanson Asset Management
Goldman Sachs Group
Mariner Wealth Advisors
Precedent Wealth Partners

View all funds holding WisdomTree Equity Income Fund