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WisdomTree Equity Income Fund shares owned by Creative Planning

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

Historical chart of Creative Planning investment in WisdomTree Equity Income Fund

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $341k 7.4k 45.86
2012-09-30 $383k 8.1k 47.31
2012-06-30 $351k 7.6k 45.91
2011-12-31 $368k 8.6k 42.88

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund