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WisdomTree Equity Income Fund shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated Wealth Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $406k 5.9k 68.38
2016-12-31 $399k 5.9k 67.23
2016-09-30 $348k 5.2k 66.39
2016-06-30 $325k 4.9k 66.80

More positions owned by Integrated Wealth Management

Apple (AAPL)
Philip Morris International (PM)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Vanguard Emerging Markets ETF (VWO)
Exxon Mobil Corporation (XOM)
Altria (MO)
United Parcel Service (UPS)
Vanguard Europe Pacific ETF (VEA)
Chevron Corporation (CVX)
PowerShares QQQ Trust, Series 1
Coca-Cola Company (KO)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
JPMorgan Chase & Co. (JPM)
iShares S&P 500 Index (IVV)

View all positions for Integrated Wealth Management

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