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WisdomTree Equity Income Fund shares owned by Revisor Wealth Management

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

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

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All positions including WisdomTree Equity Income Fund held by Revisor 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 2.5k 100.18
2025-06-30 $246k 2.5k 98.77
2025-03-31 $247k 2.5k 99.16
2024-09-30 $234k 2.5k 93.80
2024-06-30 $211k 2.5k 84.59
2024-03-31 $421k 5.0k 84.42
2023-06-30 $596k 7.5k 79.57
2023-03-31 $616k 7.5k 82.27

More positions owned by Revisor Wealth Management

Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Em Mkts Div Etf (DVYE)
salesforce (CRM)
McDonald's Corporation (MCD)
Spdr Series Trust Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
Cincinnati Financial Corporation (CINF)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Revisor Wealth Management

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