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WisdomTree Equity Income Fund shares owned by Elk River Wealth Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Elk River Wealth Management from 13F filings

Historical chart of Elk River Wealth Management investment in WisdomTree Equity Income Fund

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All positions including WisdomTree Equity Income Fund held by Elk River Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Elk River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $579k 6.2k 93.81
2024-06-30 $556k 6.6k 84.60
2024-03-31 $586k 6.8k 86.67
2023-12-31 $556k 6.8k 82.22
2023-09-30 $535k 6.9k 78.06
2023-06-30 $614k 7.7k 79.57
2023-03-31 $716k 8.7k 82.27
2022-12-31 $749k 8.7k 86.06
2022-09-30 $717k 9.5k 75.81
2022-06-30 $969k 12k 82.29
2022-03-31 $1.1M 12k 88.12
2021-12-31 $1.1M 14k 77.01
2021-09-30 $1.1M 14k 77.01
2021-06-30 $1.1M 14k 78.21
2021-03-31 $1.4M 18k 76.31
2020-12-31 $1.5M 22k 69.42