Envestnet Asset Management »

WisdomTree Equity Income Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.4M 100k 84.59
2024-03-31 $7.3M 85k 86.66
2023-09-30 $5.1M 65k 78.06
2023-06-30 $6.5M 82k 79.57
2023-03-31 $13M 163k 82.27
2022-12-31 $17M 198k 86.06
2022-09-30 $4.9M 64k 75.81
2022-06-30 $5.3M 65k 82.29
2022-03-31 $3.9M 45k 88.10
2021-12-31 $2.4M 29k 82.53
2021-09-30 $1.9M 25k 77.00
2021-06-30 $1.9M 24k 78.21
2021-03-31 $998k 13k 76.32
2020-12-31 $814k 12k 69.40
2020-09-30 $678k 11k 62.47
2020-06-30 $648k 10k 62.31
2020-03-31 $574k 10k 56.56
2019-12-31 $659k 8.6k 76.82
2019-09-30 $567k 7.6k 74.48
2019-06-30 $558k 7.7k 72.82
2019-03-31 $435k 6.0k 72.43
2018-12-31 $345k 5.3k 65.19
2018-09-30 $247k 3.4k 72.29
2018-06-30 $443k 6.3k 69.93
2018-03-31 $451k 6.7k 67.53
2017-12-31 $555k 7.6k 72.83
2017-09-30 $550k 7.9k 69.97
2017-06-30 $292k 4.3k 68.34
2017-03-31 $273k 4.0k 68.47
2016-12-31 $344k 5.1k 67.25
2016-09-30 $385k 5.8k 66.40
2016-06-30 $414k 6.2k 66.77
2016-03-31 $404k 6.4k 63.32
2015-12-31 $209k 3.5k 59.04
2015-09-30 $179k 3.2k 55.69
2015-03-31 $320k 5.3k 60.62
2013-06-30 $133k 2.6k 51.89

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Envestnet Asset Management
Evanson Asset Management
Goldman Sachs Group
Mariner Wealth Advisors
Precedent Wealth Partners

View all funds holding WisdomTree Equity Income Fund