WisdomTree Equity Income Fund shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 100.76 |
| 2025-06-30 | $642k | 6.7k | 95.99 |
| 2025-03-31 | $1.7M | 17k | 99.16 |
| 2024-12-31 | $1.6M | 17k | 93.36 |
| 2024-09-30 | $1.6M | 17k | 93.80 |
| 2024-06-30 | $1.5M | 18k | 84.59 |
| 2024-03-31 | $1.7M | 20k | 86.66 |
| 2023-12-31 | $1.6M | 19k | 82.18 |
| 2023-09-30 | $1.4M | 18k | 78.06 |
| 2023-06-30 | $1.5M | 19k | 79.57 |
| 2023-03-31 | $1.6M | 20k | 82.27 |
| 2022-12-31 | $1.7M | 20k | 86.06 |
| 2022-09-30 | $1.8M | 24k | 75.78 |
| 2022-06-30 | $3.1M | 38k | 82.28 |
| 2022-03-31 | $3.0M | 34k | 88.08 |
| 2021-12-31 | $2.1M | 26k | 82.51 |
| 2021-09-30 | $2.0M | 26k | 76.95 |
| 2021-06-30 | $1.6M | 21k | 78.21 |
| 2021-03-31 | $1.4M | 19k | 76.28 |
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