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WisdomTree Equity Income Fund shares owned by Private Advisor

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 67k 100.75
2025-06-30 $6.1M 64k 95.98
2025-03-31 $3.9M 39k 99.16
2024-12-31 $3.8M 41k 93.36
2024-09-30 $4.4M 47k 93.80
2024-06-30 $4.1M 48k 84.59
2024-03-31 $2.3M 26k 86.66
2023-12-31 $2.6M 31k 82.18
2023-09-30 $3.1M 40k 78.06
2023-06-30 $5.4M 67k 79.57
2023-03-31 $6.5M 80k 82.27
2022-12-31 $6.3k 73k 0.09
2022-09-30 $3.3M 44k 75.80
2022-06-30 $588k 7.1k 82.34
2022-03-31 $564k 6.4k 88.07
2021-09-30 $218k 2.8k 76.98
2021-06-30 $221k 2.8k 78.20
2021-03-31 $215k 2.8k 76.21
2020-12-31 $295k 4.3k 69.33
2020-09-30 $281k 4.5k 62.42
2020-06-30 $347k 5.6k 62.25
2020-03-31 $226k 4.0k 56.54
2019-12-31 $353k 4.6k 76.86
2019-09-30 $371k 5.0k 74.56
2019-06-30 $362k 5.0k 72.85
2019-03-31 $374k 5.2k 72.51
2018-12-31 $436k 6.7k 65.07
2018-09-30 $483k 6.7k 72.18
2018-06-30 $202k 2.9k 69.63
2018-03-31 $335k 4.9k 68.20
2017-12-31 $227k 3.1k 73.32
2017-09-30 $817k 12k 70.58
2017-06-30 $823k 12k 67.72
2017-03-31 $831k 12k 68.33
2016-12-31 $916k 14k 67.20
2016-09-30 $955k 15k 65.38
2016-06-30 $893k 13k 67.01
2016-03-31 $927k 15k 63.29
2015-12-31 $968k 16k 59.10
2015-09-30 $1.4M 25k 55.60
2015-06-30 $1.5M 25k 59.47
2015-03-31 $1.6M 27k 60.67
2014-12-31 $1.8M 29k 61.59
2014-09-30 $1.0M 18k 59.31
2014-06-30 $968k 16k 59.37
2014-03-31 $830k 15k 56.55
2013-12-31 $805k 15k 55.11

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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