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WisdomTree Equity Income Fund shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth 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 Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 456 86.62

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Opal Wealth Advisors

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
Evanson Asset Management
Mariner Wealth Advisors
Precedent Wealth Partners
Oakmont Partners
CI Private Wealth
Ledge Wealth Management

View all funds holding WisdomTree Equity Income Fund