WisdomTree Equity Income Fund shares owned by Executive Wealth Group
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Executive Wealth Group
from 13F filings
Historical chart of Executive Wealth Group investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Executive Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 18k | 83.16 |
| 2023-12-31 | $502k | 6.1k | 82.19 |
| 2023-09-30 | $471k | 6.0k | 78.06 |
| 2023-06-30 | $475k | 6.0k | 79.57 |
| 2023-03-31 | $486k | 5.9k | 82.27 |
| 2022-12-31 | $503k | 5.8k | 86.06 |
| 2022-09-30 | $439k | 5.8k | 75.81 |
| 2022-06-30 | $471k | 5.7k | 82.29 |
| 2022-03-31 | $499k | 5.7k | 88.09 |
| 2021-12-31 | $466k | 5.6k | 82.54 |
| 2021-09-30 | $430k | 5.6k | 76.99 |
| 2021-06-30 | $433k | 5.5k | 78.22 |
| 2021-03-31 | $419k | 5.5k | 76.30 |
| 2020-12-31 | $378k | 5.5k | 69.36 |
| 2020-09-30 | $335k | 5.4k | 62.49 |
| 2020-06-30 | $331k | 5.3k | 62.28 |
| 2020-03-31 | $297k | 5.3k | 56.60 |
| 2019-12-31 | $401k | 5.2k | 76.81 |
| 2019-09-30 | $384k | 5.2k | 74.48 |
| 2019-06-30 | $682k | 9.4k | 72.77 |
| 2019-03-31 | $673k | 9.3k | 72.47 |
| 2018-12-31 | $600k | 9.2k | 65.12 |
| 2018-09-30 | $659k | 9.1k | 72.16 |
| 2018-06-30 | $632k | 9.0k | 69.94 |
| 2018-03-31 | $611k | 9.0k | 68.12 |
| 2017-12-31 | $648k | 8.9k | 72.84 |
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