WisdomTree Equity Income Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 4.9k | 100.75 |
| 2025-06-30 | $494k | 5.2k | 95.98 |
| 2025-03-31 | $329k | 3.3k | 99.16 |
| 2024-12-31 | $419k | 4.5k | 93.36 |
| 2024-09-30 | $440k | 4.7k | 93.80 |
| 2024-06-30 | $431k | 5.1k | 84.59 |
| 2024-03-31 | $904k | 10k | 86.65 |
| 2023-09-30 | $2.5M | 33k | 78.06 |
| 2023-06-30 | $2.5M | 31k | 79.57 |
| 2023-03-31 | $2.3M | 28k | 82.28 |
| 2022-12-31 | $1.8M | 21k | 86.07 |
| 2022-09-30 | $213k | 2.8k | 75.67 |
| 2022-06-30 | $217k | 2.6k | 82.10 |
| 2022-03-31 | $298k | 3.4k | 88.19 |
| 2021-12-31 | $346k | 4.2k | 82.56 |
| 2021-09-30 | $249k | 3.2k | 76.95 |
| 2021-06-30 | $236k | 3.0k | 78.12 |
| 2021-03-31 | $216k | 2.8k | 76.24 |
| 2020-12-31 | $285k | 4.1k | 69.41 |
| 2020-09-30 | $275k | 4.4k | 62.47 |
| 2020-06-30 | $284k | 4.6k | 62.29 |
| 2020-03-31 | $248k | 4.4k | 56.67 |
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