WisdomTree Equity Income Fund shares owned by Passive Capital Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Passive Capital Management
from 13F filings
Historical chart of Passive Capital Management investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Passive Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $591k | 5.8k | 102.49 |
| 2025-06-30 | $561k | 5.8k | 97.35 |
| 2025-03-31 | $571k | 5.8k | 99.16 |
| 2024-12-31 | $566k | 6.1k | 93.36 |
| 2024-09-30 | $569k | 6.1k | 93.80 |
| 2024-06-30 | $513k | 6.1k | 84.59 |
| 2024-03-31 | $525k | 6.1k | 86.66 |
| 2023-12-31 | $498k | 6.1k | 82.18 |
| 2023-09-30 | $473k | 6.1k | 78.06 |
| 2023-06-30 | $482k | 6.1k | 79.57 |
| 2023-03-31 | $499k | 6.1k | 82.27 |
| 2022-12-31 | $522k | 6.1k | 86.06 |
| 2022-09-30 | $460k | 6.1k | 75.81 |
| 2022-06-30 | $499k | 6.1k | 82.29 |
| 2022-03-31 | $584k | 6.6k | 88.09 |
| 2021-12-31 | $562k | 6.8k | 82.54 |
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