WisdomTree Equity Income Fund shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 21k | 93.36 |
| 2024-09-30 | $2.0M | 21k | 93.80 |
| 2024-06-30 | $1.8M | 21k | 84.59 |
| 2024-03-31 | $1.8M | 21k | 86.66 |
| 2023-12-31 | $1.7M | 21k | 81.42 |
| 2023-09-30 | $1.6M | 21k | 78.06 |
| 2023-06-30 | $1.7M | 21k | 79.57 |
| 2023-03-31 | $2.0M | 25k | 82.27 |
| 2022-12-31 | $1.8M | 21k | 86.06 |
| 2022-09-30 | $1.6M | 21k | 75.83 |
More positions owned by Foundations Investment Advisors
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Top funds holding WisdomTree Equity Income Fund
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