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WisdomTree Equity Income Fund shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $116k 2.3k 51.06
2011-12-31 $1.0M 23k 42.93
2011-09-30 $1.7M 45k 38.55
2011-06-30 $1.9M 45k 41.48
2011-03-31 $2.0M 48k 40.57

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

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