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WisdomTree Equity Income Fund shares owned by Efficient Advisors

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

Historical chart of Efficient Advisors investment in WisdomTree Equity Income Fund

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All positions including WisdomTree Equity Income Fund held by Efficient 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 Efficient Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 2.9k 93.81
2024-06-30 $249k 2.9k 84.59
2024-03-31 $266k 3.1k 86.66
2023-12-31 $260k 3.2k 82.18
2023-09-30 $243k 3.1k 78.05
2023-06-30 $254k 3.2k 79.58
2023-03-31 $252k 3.1k 82.26
2022-12-31 $266k 3.1k 86.06
2022-09-30 $255k 3.4k 75.80
2022-06-30 $291k 3.5k 82.18
2022-03-31 $336k 3.8k 88.05
2021-12-31 $339k 4.1k 82.60
2021-09-30 $333k 4.3k 77.03
2021-06-30 $356k 4.5k 78.29
2021-03-31 $367k 4.8k 76.32
2020-12-31 $546k 7.9k 69.34
2020-09-30 $581k 9.3k 62.45
2020-06-30 $593k 9.5k 62.28
2020-03-31 $499k 8.8k 56.56
2019-12-31 $640k 8.3k 76.80
2019-09-30 $618k 8.3k 74.47
2019-06-30 $612k 8.4k 72.78
2019-03-31 $689k 9.5k 72.43
2018-12-31 $599k 9.2k 65.12
2018-09-30 $707k 9.8k 72.16
2018-06-30 $687k 9.8k 69.97
2018-03-31 $667k 9.8k 68.07
2017-12-31 $695k 9.5k 72.83
2017-09-30 $599k 8.6k 69.89
2017-06-30 $583k 8.5k 68.32
2017-03-31 $625k 9.1k 68.46
2016-12-31 $617k 9.2k 67.28
2016-09-30 $645k 9.7k 66.45
2016-06-30 $665k 10k 66.75
2016-03-31 $643k 10k 63.29
2015-12-31 $527k 8.9k 59.04
2015-09-30 $473k 8.5k 55.61
2015-06-30 $497k 8.4k 59.42

More positions owned by Efficient Advisors

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Efficient Advisors

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