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WisdomTree Equity Income Fund shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $284k 3.0k 93.37
2024-09-30 $282k 3.0k 93.81
2024-03-31 $263k 3.0k 86.66

More positions owned by Edge Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Edge Financial Advisors

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund