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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

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View all positions for Creative Planning

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
UBS Group
Raymond James Financial
Stonebridge Wealth Management

View all funds holding WisdomTree Equity Income Fund