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WisdomTree Equity Income Fund shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in WisdomTree Equity Income Fund

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 217k 93.80
2024-06-30 $18M 212k 84.59
2024-03-31 $17M 198k 86.66
2023-12-31 $13M 154k 82.18
2023-09-30 $10M 132k 78.06

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Jpmorgan Municipal Etf Etf (JMUB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
UBS Group
Advisor Group Holdings
Evanson Asset Management
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund