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WisdomTree Equity Income Fund shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $540k 4.9k 109.21
2024-12-31 $340k 3.6k 93.37
2019-12-31 $242k 3.1k 76.95

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Kestra Advisory Services
Mb, Levis & Associates
Colony
Envestnet Asset Management
Ameriprise Financial
Raymond James Financial
UBS Group
Stonebridge Wealth Management

View all funds holding WisdomTree Equity Income Fund