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WisdomTree Equity Income Fund shares owned by Fortune Financial Group

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Fortune Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 8.9k 113.68

More positions owned by Fortune Financial Group

First Trust Alternative Opportunities I (VFLEX)
Invesco S&p 500 Low Volatility Etf (SPLV)
Invesco Qqq Trust Series 1 (QQQ)
Wisdomtree Floating Rate Treasury Fund (USFR)
Pacer Fds Tr us cash cows 100 (COWZ)
Vanguard S&p 500 Etf idx (VOO)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Innovator Etfs Tr s&p 500 power (PJAN)
Invesco S&p 500 High Div, Low V equities (SPHD)
Innovator Etfs Tr s&p 500 pwr bu (PDEC)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Schwab U S Small Cap ETF (SCHA)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)

View all positions for Fortune Financial Group

Top funds holding WisdomTree Equity Income Fund

CWM
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Kestra Advisory Services
Mb, Levis & Associates
Colony
Envestnet Asset Management
Goldman Sachs Group
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings

View all funds holding WisdomTree Equity Income Fund