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WisdomTree Equity Income Fund shares owned by Comprehensive Financial Consultants Institutional

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Comprehensive Financial Consultants Institutional from 13F filings

Historical chart of Comprehensive Financial Consultants Institutional investment in WisdomTree Equity Income Fund

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Comprehensive Financial Consultants Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 3.0k 100.75
2025-06-30 $287k 3.0k 95.98

More positions owned by Comprehensive Financial Consultants Institutional

JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Home Depot (HD)
Eaton Corp SHS (ETN)
Marathon Petroleum Corp (MPC)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Johnson Ctls Intl SHS (JCI)
Abbvie (ABBV)
Motorola Solutions Com New (MSI)
Analog Devices (ADI)
Verizon Communications (VZ)

View all positions for Comprehensive Financial Consultants Institutional

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