WisdomTree Equity Income Fund shares owned by KWB Wealth
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 2.5k | 95.97 |
| 2025-06-30 | $256k | 2.6k | 99.17 |
| 2025-03-31 | $243k | 2.6k | 93.35 |
| 2024-12-31 | $237k | 2.5k | 93.82 |
| 2024-09-30 | $223k | 2.6k | 84.60 |
| 2024-06-30 | $243k | 2.8k | 86.66 |
| 2024-03-31 | $272k | 3.1k | 86.66 |
| 2023-12-31 | $399k | 4.9k | 82.19 |
| 2023-09-30 | $446k | 5.6k | 79.57 |
| 2023-06-30 | $471k | 5.9k | 79.57 |
| 2023-03-31 | $637k | 7.4k | 86.06 |
| 2022-12-31 | $470k | 5.5k | 86.06 |
| 2022-09-30 | $881k | 12k | 75.83 |
| 2022-06-30 | $893k | 11k | 82.25 |
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