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WisdomTree Equity Income Fund shares owned by Pathway Financial Advisers

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Pathway Financial Advisers from 13F filings

Historical chart of Pathway Financial Advisers investment in WisdomTree Equity Income Fund

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All positions including WisdomTree Equity Income Fund held by Pathway Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Pathway Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 418 100.56
2024-12-31 $38k 407 93.34
2024-09-30 $38k 403 93.78

More positions owned by Pathway Financial Advisers

Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Abbvie (ABBV)
Fidelity High Dividend Etf High Divid Etf (FDVV)
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Steel Dynamics (STLD)
Enbridge (ENB)
Apple (AAPL)
Realty Income (O)
Cisco Systems (CSCO)
Pepsi (PEP)
Microsoft Corporation (MSFT)
Lockheed Martin Corporation (LMT)

View all positions for Pathway Financial Advisers

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