WisdomTree Equity Income Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 43k | 100.75 |
| 2025-06-30 | $4.1M | 43k | 95.98 |
| 2025-03-31 | $3.6M | 36k | 99.16 |
| 2024-12-31 | $3.4M | 37k | 93.36 |
| 2024-09-30 | $3.5M | 38k | 93.80 |
| 2024-06-30 | $3.2M | 37k | 84.59 |
| 2024-03-31 | $3.2M | 38k | 86.66 |
| 2023-12-31 | $3.4M | 41k | 82.18 |
| 2023-09-30 | $3.5M | 45k | 78.06 |
| 2023-06-30 | $3.6M | 46k | 79.57 |
| 2023-03-31 | $1.6M | 19k | 82.27 |
| 2022-12-31 | $1.7M | 19k | 86.06 |
| 2022-09-30 | $1.5M | 19k | 75.84 |
| 2022-06-30 | $1.6M | 19k | 82.30 |
| 2022-03-31 | $1.1M | 13k | 88.09 |
| 2021-12-31 | $1.6M | 20k | 82.53 |
| 2021-09-30 | $1.5M | 20k | 76.98 |
| 2021-06-30 | $1.6M | 20k | 78.24 |
| 2021-03-31 | $1.5M | 20k | 76.29 |
| 2020-12-31 | $1.4M | 20k | 69.43 |
| 2020-09-30 | $863k | 14k | 62.53 |
| 2020-06-30 | $1.4M | 23k | 62.25 |
| 2020-03-31 | $2.4M | 44k | 53.94 |
| 2019-12-31 | $6.3M | 82k | 76.74 |
| 2019-09-30 | $5.8M | 78k | 74.47 |
| 2019-06-30 | $5.8M | 79k | 72.78 |
| 2019-03-31 | $5.8M | 80k | 72.47 |
| 2018-12-31 | $300k | 4.6k | 65.08 |
| 2018-09-30 | $333k | 4.6k | 72.23 |
| 2018-06-30 | $322k | 4.6k | 69.85 |
| 2018-03-31 | $247k | 3.7k | 66.76 |
| 2017-12-31 | $342k | 4.7k | 72.77 |
| 2017-09-30 | $329k | 4.7k | 70.00 |
| 2017-06-30 | $321k | 4.7k | 68.30 |
| 2017-03-31 | $322k | 4.7k | 68.51 |
| 2016-12-31 | $310k | 4.6k | 67.39 |
| 2016-03-31 | $291k | 4.6k | 63.26 |
| 2015-12-31 | $272k | 4.6k | 59.13 |
| 2015-09-30 | $256k | 4.6k | 55.65 |
| 2015-06-30 | $18k | 1.1k | 16.90 |
| 2015-03-31 | $279k | 4.6k | 60.67 |
| 2014-12-31 | $283k | 4.6k | 61.52 |
| 2014-09-30 | $273k | 4.6k | 59.35 |
| 2014-06-30 | $214k | 3.6k | 59.44 |
| 2014-03-31 | $259k | 4.6k | 56.30 |
| 2013-12-31 | $198k | 3.6k | 55.00 |
| 2013-09-30 | $135k | 2.6k | 51.92 |
| 2013-06-30 | $134k | 2.6k | 51.54 |
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