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WisdomTree Equity Income Fund shares owned by Paracle Advisors

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

Historical chart of Paracle 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 Paracle 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 Paracle Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $782k 10k 76.24
2020-12-31 $718k 10k 69.36
2020-09-30 $698k 11k 62.46
2020-06-30 $696k 11k 62.28
2020-03-31 $601k 11k 56.60
2019-12-31 $815k 11k 76.75
2019-09-30 $790k 11k 74.39
2019-06-30 $772k 11k 72.70
2019-03-31 $769k 11k 72.42
2018-12-31 $707k 11k 65.05
2018-09-30 $803k 11k 72.09
2018-06-30 $779k 11k 69.93
2018-03-31 $792k 12k 68.05
2017-12-31 $900k 12k 72.83
2017-09-30 $886k 13k 69.85
2017-03-31 $876k 13k 68.40
2016-12-31 $885k 13k 67.26
2016-09-30 $884k 13k 66.46
2016-06-30 $926k 14k 66.69
2016-03-31 $1.0M 16k 63.25
2015-12-31 $994k 17k 59.06
2015-09-30 $967k 17k 55.53
2015-06-30 $1.2M 20k 59.45
2015-03-31 $1.2M 20k 60.63
2014-12-31 $1.3M 21k 61.57
2014-09-30 $1.4M 24k 59.29

More positions owned by Paracle Advisors

Vanguard Index Fds Vanguard Mid Cap Etf (VO)
Vanguard Index Fds Formerly Vanguard Index S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Total Bd Market Total Bnd Mrkt (BND)
Indexiq Tr Iq Hedge Multi-Strategy Hedge Mlti Etf (QAI)
Vanguard Intl Equity Index Fds Ftse Emg Mkts Ftse Emr Mk Etf (VWO)
Vanguard Ftse Developed Market Ftse Dev Mkt Etf (VEA)
Guggenheim S&P Midcap 400 Pure Growth Gug S&pmc400pg
Wisdomtree Us Midcap Dividend Us Midcap Divid (DON)
Lattice Emerging Markets Strategy Em Strategies (ROAM)
Lattice Developed Mkts Dev Mk X Us St (RODM)
Hartford Multifactor Us Equity Hartgfd Us Eqty (ROUS)
Ishares National Muni Bond National Mun Etf (MUB)
Ishares Core Msci Intl Dev Mkts Core Msci Intl (IDEV)
Ishares Core Msci Emerging Markets Core Msci Emkt (IEMG)
Ishares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)

View all positions for Paracle Advisors

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Morgan Stanley
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Stonebridge Wealth Management
UBS Group

View all funds holding WisdomTree Equity Income Fund