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WisdomTree Equity Income Fund shares owned by Harfst & Associates

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Harfst & Associates from 13F filings

Historical chart of Harfst & Associates investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Harfst & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Harfst & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $478k 4.7k 101.82

More positions owned by Harfst & Associates

Raymond James Financial (RJF)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Industrial Etf (VIS)
T Rowe Price Etf Cap Appreciation (TCAF)
Procter & Gamble Company (PG)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Lithia Motors (LAD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Harfst & Associates

Top funds holding WisdomTree Equity Income Fund

CWM
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LPL Financial
Linscomb & Williams
Invenio Wealth Partners
Mb, Levis & Associates
Colony
Kestra Advisory Services
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Stonebridge Wealth Management
UBS Group
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund