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
2023-12-31 $11M 139k 82.18

More positions owned by Colony

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Class A (BRK.A)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Apple Common Stock (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vaneck Etf Trust High Yld Munietf (HYD)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Colony

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
Evanson Asset Management
Mariner Wealth Advisors
Precedent Wealth Partners
Oakmont Partners
CI Private Wealth
Ledge Wealth Management

View all funds holding WisdomTree Equity Income Fund