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WisdomTree Equity Income Fund shares owned by J. L. Bainbridge & Co

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by J. L. Bainbridge & Co from 13F filings

Historical chart of J. L. Bainbridge & Co investment in WisdomTree Equity Income Fund

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All positions including WisdomTree Equity Income Fund held by J. L. Bainbridge & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by J. L. Bainbridge & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 2.3k 100.75
2025-06-30 $221k 2.3k 95.98
2025-03-31 $229k 2.3k 99.16
2024-12-31 $215k 2.3k 93.36
2024-09-30 $216k 2.3k 93.80
2022-03-31 $203k 2.3k 88.03

More positions owned by J. L. Bainbridge & Co

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Apple Stock (AAPL)
Goldman Sachs Group Stock (GS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Eaton Corp Stock (ETN)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Eli Lilly & Co Stock (LLY)
Taiwan Semiconductor Mfg Adr (TSM)
The Cigna Group Stock (CI)
General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
Ishares Large Cap Max Buffer Sep Etf Etf (SMAX)
Qualcomm Stock (QCOM)

View all positions for J. L. Bainbridge & Co

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