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WisdomTree Equity Income Fund shares owned by International Assets Investment Management

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

Historical chart of International Assets Investment 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 International Assets Investment 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 International Assets Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $14k 165 84.59
2023-12-31 $165k 14k 12.17
2023-09-30 $2.5M 48k 52.19

More positions owned by International Assets Investment Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palantir Technologies Cl A (PLTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Visa Com Cl A (V)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for International Assets Investment Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Raymond James Financial
Stonebridge Wealth Management
UBS Group

View all funds holding WisdomTree Equity Income Fund