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WisdomTree Equity Income Fund shares owned by Evanson Asset Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 85k 93.80
2024-06-30 $7.2M 85k 84.59
2024-03-31 $7.7M 89k 86.66
2023-12-31 $7.2M 88k 82.18
2023-09-30 $7.5M 96k 78.06
2023-06-30 $7.7M 96k 79.57
2023-03-31 $8.1M 99k 82.27
2022-12-31 $7.5M 99k 75.81
2022-09-30 $7.5M 100k 75.81
2022-06-30 $8.2M 100k 82.29
2022-03-31 $8.7M 99k 88.09
2021-12-31 $8.3M 101k 82.54
2021-09-30 $8.6M 111k 77.82
2021-06-30 $9.5M 122k 78.22
2021-03-31 $9.7M 127k 76.30
2020-12-31 $8.9M 128k 69.36
2020-09-30 $8.0M 128k 62.49
2020-06-30 $8.5M 136k 62.29
2020-03-31 $7.2M 127k 56.60
2019-12-31 $10M 130k 76.81
2019-09-30 $9.7M 130k 74.48
2019-06-30 $9.8M 135k 72.77
2019-03-31 $9.8M 136k 72.47
2018-12-31 $9.0M 139k 65.12
2018-09-30 $10M 143k 72.16
2018-06-30 $11M 160k 69.94
2018-03-31 $11M 164k 68.12
2017-12-31 $13M 176k 72.84
2017-09-30 $13M 179k 69.91
2017-06-30 $13M 184k 68.35
2017-03-31 $12M 179k 68.47
2016-12-31 $12M 179k 67.30
2016-09-30 $12M 181k 66.48
2016-06-30 $12M 180k 66.72
2016-03-31 $11M 170k 63.28
2015-12-31 $11M 178k 59.09
2015-09-30 $10M 180k 55.58
2015-06-30 $13M 210k 59.47
2015-03-31 $12M 204k 60.67
2014-12-31 $13M 212k 61.58
2014-09-30 $9.1M 153k 59.30
2014-06-30 $9.1M 153k 59.40
2014-03-31 $8.4M 148k 56.57
2013-12-31 $7.3M 132k 55.11

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Asset Management

Top funds holding WisdomTree Equity Income Fund

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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