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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $13M | 154k | 82.18 |
2023-09-30 | $10M | 132k | 78.06 |
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