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WisdomTree Equity Income Fund shares owned by PMG Wealth Management

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by PMG Wealth Management from 13F filings

Historical chart of PMG Wealth Management investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by PMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 2.0k 109.22

More positions owned by PMG Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ab Active Etfs Disruptors Etf (FWD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Pimco Etf Tr Multisector Bd (PYLD)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
First Tr Exchange-traded SHS (FDL)
Wisdomtree Tr Wisdomtree Us Va (WTV)

View all positions for PMG Wealth Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Mb, Levis & Associates
Colony
Kestra Advisory Services
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
UBS Group
Mariner Wealth Advisors
Stonebridge Wealth Management
Evanson Asset Management

View all funds holding WisdomTree Equity Income Fund