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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
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
Evanson Asset Management
Advisor Group Holdings
Goldman Sachs Group
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund