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WisdomTree Equity Income Fund shares owned by Nations Financial Group

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

Historical chart of Nations 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 Nations 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 Nations Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $279k 2.7k 101.82
2025-09-30 $226k 2.2k 100.75
2025-06-30 $215k 2.2k 95.98
2025-03-31 $222k 2.2k 99.16
2024-12-31 $209k 2.2k 93.36
2024-09-30 $210k 2.2k 93.80

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Ishares Core S&p 500 Etf Etf (IVV)
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Vanguard Growth Etf Etf (VUG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Russell 3000 Etf Etf (IWV)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
State Street Technology Select Sector Spdr Etf Etf (XLK)

View all positions for Nations Financial Group

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Invenio Wealth Partners
Mb, Levis & Associates
Colony
Kestra Advisory Services
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Stonebridge Wealth Management
UBS Group
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund