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WisdomTree Equity Income Fund shares owned by Puplava Financial Services

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Puplava Financial Services from 13F filings

Historical chart of Puplava Financial Services investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Puplava Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 2.2k 100.74
2025-06-30 $213k 2.2k 95.96
2025-03-31 $224k 2.3k 99.16
2024-12-31 $210k 2.3k 93.38
2024-09-30 $211k 2.2k 93.81

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Nextera Energy Unit 11/01/2027 (NEE.PT)
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View all positions for Puplava Financial Services

Top funds holding WisdomTree Equity Income Fund

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Morgan Stanley
Invenio Wealth Partners
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Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Stonebridge Wealth Management
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View all funds holding WisdomTree Equity Income Fund