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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $38k 403 93.78

More positions owned by Pathway Financial Advisers

JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Pepsi (PEP)
Steel Dynamics (STLD)
Lockheed Martin Corporation (LMT)
Apple (AAPL)
Realty Income (O)
Oneok (OKE)
International Flavors & Fragrances (IFF)
Southern Company (SO)
Verizon Communications (VZ)
Amgen (AMGN)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

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
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
Evanson Asset Management
Advisor Group Holdings
Goldman Sachs Group
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund