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WisdomTree Equity Income Fund shares owned by Stonebridge Wealth Management

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

Historical chart of Stonebridge 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 Stonebridge 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 Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.4M 93k 101.82
2025-09-30 $9.7M 96k 100.75
2025-06-30 $9.5M 99k 95.98

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
Abbvie (ABBV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Msci Usa Quality (GARP)
Apple (AAPL)

View all positions for Stonebridge Wealth Management

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
UBS Group
Raymond James Financial
Stonebridge Wealth Management

View all funds holding WisdomTree Equity Income Fund