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WisdomTree Equity Income Fund shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $383k 4.1k 93.35
2024-09-30 $3.9M 42k 93.80
2024-06-30 $4.6M 54k 84.59
2024-03-31 $5.4M 63k 86.66

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Oakmont Partners

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James Financial
Evanson Asset Management
Advisor Group Holdings
Ameriprise Financial

View all funds holding WisdomTree Equity Income Fund