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