WisdomTree Equity Income Fund shares owned by IFG Advisory
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 4.4k | 100.75 |
| 2025-06-30 | $460k | 4.8k | 95.97 |
| 2025-03-31 | $515k | 5.2k | 99.16 |
| 2024-12-31 | $487k | 5.2k | 93.36 |
| 2024-06-30 | $485k | 5.7k | 84.60 |
| 2023-12-31 | $534k | 6.5k | 82.18 |
| 2023-09-30 | $522k | 6.7k | 78.07 |
| 2023-03-31 | $550k | 6.7k | 82.28 |
| 2022-12-31 | $575k | 6.7k | 86.04 |
| 2022-09-30 | $506k | 6.7k | 75.74 |
| 2022-06-30 | $517k | 6.3k | 82.27 |
| 2022-03-31 | $517k | 5.9k | 87.94 |
| 2021-12-31 | $514k | 6.2k | 82.44 |
| 2021-09-30 | $473k | 6.2k | 76.87 |
| 2021-06-30 | $468k | 6.0k | 78.10 |
| 2021-03-31 | $457k | 6.0k | 76.27 |
| 2020-12-31 | $415k | 6.0k | 69.27 |
| 2020-09-30 | $403k | 6.5k | 62.36 |
| 2020-06-30 | $446k | 7.2k | 62.20 |
| 2020-03-31 | $281k | 5.0k | 56.52 |
| 2017-12-31 | $1.4M | 36k | 38.17 |
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