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WisdomTree Equity Income Fund shares owned by JT Stratford

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by JT Stratford from 13F filings

Historical chart of JT Stratford investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by JT Stratford

Quarter filed Position value Share count Share price at filing
2024-03-31 $838k 9.7k 86.66
2023-12-31 $796k 9.7k 82.18
2023-09-30 $909k 12k 78.06
2023-06-30 $1.1M 14k 79.57
2023-03-31 $1.3M 16k 82.27
2022-12-31 $1.3M 16k 86.06
2022-09-30 $966k 13k 75.82
2022-06-30 $890k 11k 82.26

More positions owned by JT Stratford

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for JT Stratford

Top funds holding WisdomTree Equity Income Fund

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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