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WisdomTree Equity Income Fund shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth 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 Goss Wealth 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $668k 7.1k 93.80
2024-06-30 $2.2M 26k 84.59
2022-12-31 $63k 729 86.06
2017-06-30 $11k 167 67.73

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)

View all positions for Goss Wealth Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
UBS Group
Advisor Group Holdings
Evanson Asset Management
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund