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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
2024-09-30 $216k 2.3k 93.80
2022-03-31 $203k 2.3k 88.03

More positions owned by J. L. Bainbridge & Co

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Eaton Corp Stock (ETN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Goldman Sachs Group Stock (GS)
Amazon Stock (AMZN)
Delta Air Lines Inc Del Stock (DAL)
American Express Stock (AXP)
The Cigna Group Stock (CI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Fiserv Stock (FI)
Qualcomm Stock (QCOM)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Taiwan Semiconductor Mfg Adr (TSM)
Blackstone Stock (BX)

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
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