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WisdomTree Equity Income Fund shares owned by Orion Capital Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Orion Capital Management from 13F filings

Historical chart of Orion Capital Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Orion Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 244 101.82
2025-09-30 $25k 244 100.75

More positions owned by Orion Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)

View all positions for Orion Capital Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
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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