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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
Evanson Asset Management
Mariner Wealth Advisors
Precedent Wealth Partners
CI Private Wealth
Ledge Wealth Management
Raymond James & Associates

View all funds holding WisdomTree Equity Income Fund