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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

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Quarterly 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