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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
2025-09-30 $1.1M 11k 100.75
2025-06-30 $1.1M 11k 95.98
2025-03-31 $1.1M 11k 99.16
2024-12-31 $2.1M 22k 93.36
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 Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth 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