Orion Portfolio Solutions »

WisdomTree Equity Income Fund shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Equity Income Fund by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 32k 93.80
2024-03-31 $2.3M 27k 86.66
2023-12-31 $2.3M 27k 83.09
2023-09-30 $2.0M 25k 78.06
2023-06-30 $365k 4.6k 79.57
2023-03-31 $289k 3.5k 82.27
2022-03-31 $224k 2.5k 88.15
2021-12-31 $247k 3.0k 82.64
2021-09-30 $204k 2.7k 76.95
2020-06-30 $167k 2.7k 62.43
2020-03-31 $161k 2.9k 56.47
2019-12-31 $215k 2.8k 76.70