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WisdomTree Equity Income Fund shares owned by Gemmer Asset Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Gemmer Asset Management from 13F filings

Historical chart of Gemmer Asset Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Gemmer Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 2.2k 100.75
2025-06-30 $211k 2.2k 95.98
2025-03-31 $285k 2.9k 99.16
2024-12-31 $268k 2.9k 93.36
2022-03-31 $58k 668 86.83
2021-12-31 $55k 668 82.34
2021-09-30 $51k 668 76.35
2021-03-31 $200k 2.6k 76.34

More positions owned by Gemmer Asset Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Series Trust Portfolio Short (SPSB)
Evi Industries (EVI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)

View all positions for Gemmer Asset Management

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