WisdomTree Equity Income Fund shares owned by Ronald Blue Trust
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Ronald Blue Trust
from 13F filings
Historical chart of Ronald Blue Trust investment in WisdomTree Equity Income Fund
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All positions including WisdomTree Equity Income Fund held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Equity Income Fund by Ronald Blue Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 3.0k | 100.75 |
| 2025-06-30 | $289k | 3.0k | 95.98 |
| 2025-03-31 | $65k | 652 | 99.16 |
| 2024-12-31 | $38k | 402 | 93.36 |
| 2024-09-30 | $34k | 400 | 84.59 |
| 2024-06-30 | $71k | 816 | 86.66 |
| 2024-03-31 | $71k | 816 | 86.66 |
| 2023-12-31 | $58k | 742 | 78.17 |
| 2023-09-30 | $59k | 742 | 79.51 |
| 2023-06-30 | $61k | 742 | 82.21 |
| 2023-03-31 | $64k | 742 | 86.25 |
| 2022-12-31 | $31k | 413 | 75.06 |
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