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WisdomTree Equity Income Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by J.w. Cole Advisors 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.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $753k 8.0k 93.80
2024-06-30 $652k 7.7k 84.59
2024-03-31 $668k 7.7k 86.66
2023-12-31 $634k 7.7k 82.18
2023-09-30 $602k 7.7k 78.06
2023-06-30 $589k 7.4k 79.57
2023-03-31 $609k 7.4k 82.27
2022-12-31 $637k 7.4k 86.06
2022-09-30 $561k 7.4k 75.82
2022-06-30 $609k 7.4k 82.31
2020-09-30 $689k 11k 62.51

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

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