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WisdomTree Equity Income Fund shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-06-30 $921k 11k 84.59
2024-03-31 $944k 11k 86.66
2023-12-31 $870k 11k 82.18
2023-09-30 $817k 11k 78.06
2023-06-30 $810k 10k 79.57
2023-03-31 $817k 9.9k 82.27
2022-12-31 $855k 9.9k 86.06
2022-09-30 $753k 9.9k 75.80
2022-06-30 $760k 9.2k 82.25
2022-03-31 $814k 9.2k 88.10
2021-12-31 $754k 9.1k 82.49
2021-09-30 $673k 8.7k 77.00
2021-06-30 $633k 8.1k 78.24
2021-03-31 $617k 8.1k 76.27
2020-12-31 $554k 8.0k 69.34
2020-09-30 $499k 8.0k 62.45
2020-06-30 $506k 8.1k 62.28
2020-03-31 $456k 8.1k 56.65
2019-12-31 $609k 7.9k 76.80
2019-09-30 $568k 7.6k 74.54
2019-06-30 $528k 7.3k 72.78
2019-03-31 $473k 6.5k 72.43
2018-12-31 $418k 6.4k 65.11
2018-09-30 $467k 6.5k 72.24
2018-06-30 $449k 6.4k 69.94
2018-03-31 $437k 6.4k 68.07
2017-12-31 $450k 6.2k 72.90
2017-09-30 $407k 5.8k 69.90
2017-06-30 $398k 5.8k 68.35
2017-03-31 $357k 5.2k 68.46
2016-12-31 $332k 4.9k 67.27
2016-09-30 $139k 2.1k 66.03
2016-06-30 $100k 1.5k 66.67
2016-03-31 $94k 1.5k 62.67
2015-12-31 $88k 1.5k 58.67
2015-09-30 $55k 1.0k 55.00

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

Top funds holding WisdomTree Equity Income Fund

CWM
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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