Great Valley Advisor Group »

WisdomTree Equity Income Fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Equity Income Fund by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 42k 93.79
2024-06-30 $1.4M 17k 84.57
2024-03-31 $1.3M 15k 86.66
2023-12-31 $502k 6.1k 82.18

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
American Centy Etf Tr Us Quality Grow (QGRO)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund