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WisdomTree Equity Income Fund shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $776k 6.8k 113.68
2026-03-31 $110k 1.0k 109.22
2025-12-31 $102k 1.0k 101.82
2025-09-30 $101k 1.0k 100.75
2025-06-30 $19k 200 95.98

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

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