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WisdomTree Equity Income Fund shares owned by NFP Retirement

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by NFP Retirement from 13F filings

Historical chart of NFP Retirement investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 48k 95.98
2025-06-30 $4.6M 48k 95.98
2025-03-31 $4.7M 47k 99.16
2024-12-31 $4.3M 46k 93.36
2024-09-30 $4.3M 46k 93.80
2024-06-30 $3.6M 43k 84.59
2024-03-31 $3.8M 44k 86.66
2023-12-31 $3.4M 42k 82.18
2023-09-30 $3.3M 42k 78.06
2023-06-30 $3.3M 42k 79.57
2023-03-31 $3.4M 41k 82.27
2022-12-31 $3.6M 42k 86.06
2022-09-30 $3.1M 41k 75.81
2022-06-30 $3.4M 41k 82.29