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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

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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
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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