WisdomTree Equity Income Fund shares owned by Global Retirement Partners
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 47k | 100.75 |
| 2025-06-30 | $2.8M | 29k | 95.98 |
| 2024-12-31 | $1.6M | 18k | 93.36 |
| 2024-09-30 | $1.3M | 14k | 93.80 |
| 2024-06-30 | $1.2M | 14k | 84.59 |
| 2024-03-31 | $918k | 11k | 86.66 |
| 2023-12-31 | $995k | 12k | 80.74 |
| 2023-09-30 | $1.2M | 16k | 75.86 |
| 2023-06-30 | $1.2M | 15k | 79.57 |
| 2023-03-31 | $990k | 13k | 78.98 |
| 2022-12-31 | $1.5M | 18k | 86.06 |
| 2022-09-30 | $1.4M | 17k | 85.11 |
| 2022-06-30 | $1.1M | 13k | 82.26 |
| 2022-03-31 | $293k | 3.3k | 88.71 |
| 2021-09-30 | $247k | 3.2k | 77.12 |
| 2021-06-30 | $258k | 3.3k | 78.11 |
| 2021-03-31 | $198k | 2.6k | 76.33 |
| 2020-12-31 | $132k | 1.9k | 69.47 |
| 2020-09-30 | $119k | 1.9k | 62.63 |
| 2020-06-30 | $118k | 1.9k | 62.11 |
| 2020-03-31 | $108k | 1.9k | 56.84 |
| 2019-12-31 | $96k | 1.3k | 76.80 |
| 2019-09-30 | $93k | 1.3k | 74.40 |
| 2019-06-30 | $91k | 1.3k | 72.80 |
| 2019-03-31 | $217k | 3.0k | 72.33 |
| 2018-12-31 | $195k | 3.0k | 65.00 |
| 2018-09-30 | $227k | 3.2k | 72.06 |
| 2018-06-30 | $220k | 3.2k | 69.84 |
More positions owned by Global Retirement Partners
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