WisdomTree Equity Income Fund shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.6M | 14k | 113.69 |
| 2026-03-31 | $1.6M | 14k | 109.22 |
| 2025-12-31 | $1.4M | 14k | 101.83 |
| 2025-09-30 | $1.4M | 14k | 100.76 |
| 2025-06-30 | $1.4M | 15k | 95.99 |
| 2025-03-31 | $1.4M | 15k | 99.17 |
| 2024-12-31 | $1.2M | 13k | 93.36 |
| 2024-09-30 | $1.3M | 14k | 93.81 |
| 2024-06-30 | $1.1M | 13k | 84.60 |
| 2024-03-31 | $1.1M | 12k | 86.67 |
| 2023-12-31 | $806k | 9.8k | 82.19 |
| 2023-09-30 | $741k | 9.5k | 78.06 |
| 2023-06-30 | $744k | 7.0k | 105.92 |
| 2023-03-31 | $644k | 7.8k | 82.28 |
| 2022-12-31 | $678k | 7.9k | 86.07 |
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