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WisdomTree Equity Income Fund shares owned by Friday Financial

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

Historical chart of Friday Financial investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Friday Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 2.8k 100.74
2025-06-30 $264k 2.8k 95.97
2025-03-31 $271k 2.8k 98.36
2024-12-31 $233k 2.5k 93.35

More positions owned by Friday Financial

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Friday Financial

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Morgan Stanley
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Stonebridge Wealth Management
UBS Group

View all funds holding WisdomTree Equity Income Fund