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WisdomTree Equity Income Fund shares owned by Merit Financial Group

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 100.75
2025-06-30 $1.1M 11k 95.98
2025-03-31 $1.1M 11k 99.16
2024-12-31 $1.1M 11k 93.36
2024-09-30 $1.1M 11k 93.80
2024-03-31 $989k 12k 84.37
2022-03-31 $601k 6.8k 88.12

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Microsoft Corporation (MSFT)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Morgan Stanley
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Stonebridge Wealth Management
UBS Group

View all funds holding WisdomTree Equity Income Fund