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WisdomTree Equity Income Fund shares owned by Saxon Interests

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Saxon Interests from 13F filings

Historical chart of Saxon Interests investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 2.1k 93.80
2023-03-31 $512k 6.2k 82.26
2022-12-31 $815k 9.3k 87.41
2022-09-30 $651k 8.1k 80.01
2022-06-30 $1.1M 14k 82.32

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Jpn Etf New (EWJ)
Doubleline Etf Trust Commercial Real (DCRE)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)

View all positions for Saxon Interests

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
Evanson Asset Management
Advisor Group Holdings
Goldman Sachs Group
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund