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WisdomTree Equity Income Fund shares owned by Pursuit Wealth Strategies

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

Historical chart of Pursuit Wealth Strategies investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $57k 503 113.67

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Blackrock Util & Infrastrctu (BUI)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pursuit Wealth Strategies

Top funds holding WisdomTree Equity Income Fund

CWM
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Cetera Investment Advisers
LPL Financial
Linscomb & Williams
Kestra Advisory Services
Mb, Levis & Associates
Colony
Envestnet Asset Management
Goldman Sachs Group
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings

View all funds holding WisdomTree Equity Income Fund