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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.6M | 16k | 100.75 |
| 2025-06-30 | $1.5M | 16k | 95.98 |
| 2025-03-31 | $976k | 9.8k | 99.16 |
| 2024-12-31 | $749k | 8.0k | 93.36 |
| 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 |
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