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WisdomTree Equity Income Fund shares owned by SFG Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $935k 8.2k 113.69

More positions owned by SFG Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Mfs Active Exchange Traded F Value Etf (MFSV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust ST STR SP400GRW (MDYG)
Spdr Series Trust ST STR PR SP1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Spdr Series Trust St Str Nyse Tech (XNTK)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Harbor Etf Trust Comm All Wea Etf (HGER)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Micron Technology (MU)

View all positions for SFG Wealth Management

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