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WisdomTree Equity Income Fund shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth 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 Monument Group Wealth 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 4.1k 93.80
2024-06-30 $348k 4.1k 84.59
2024-03-31 $357k 4.1k 86.66
2023-12-31 $339k 4.1k 82.18

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Vanguard Short-term Bond Etf Etf (BSV)
Coca Cola Stock (KO)
Microsoft Stock (MSFT)

View all positions for Monument Group Wealth 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