WisdomTree Equity Income Fund shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment 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 Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Equity Income Fund by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 4.9k | 100.75 |
| 2025-06-30 | $475k | 4.9k | 95.98 |
| 2025-03-31 | $490k | 4.9k | 99.16 |
| 2024-12-31 | $493k | 5.3k | 93.36 |
| 2024-09-30 | $495k | 5.3k | 93.80 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors
Top funds holding WisdomTree Equity Income Fund
View all funds holding WisdomTree Equity Income Fund