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WisdomTree Equity Income Fund shares owned by Ffg Retirement Advisors

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

Historical chart of Ffg Retirement Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Ffg Retirement 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 Ffg Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 38k 93.80
2024-06-30 $3.0M 35k 84.59
2024-03-31 $3.1M 36k 86.66
2023-12-31 $2.8M 34k 82.18
2023-09-30 $2.6M 34k 78.06
2023-06-30 $2.6M 33k 79.57
2023-03-31 $2.6M 32k 82.27

More positions owned by Ffg Retirement Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard World Utilities Etf (VPU)
Wisdomtree Tr Currncy Int Eq (DDWM)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Us High Dividend (DHS)

View all positions for Ffg Retirement 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