WisdomTree Equity Income Fund shares owned by Strategic Financial
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $939k | 11k | 82.18 |
| 2023-09-30 | $908k | 12k | 78.06 |
| 2023-06-30 | $925k | 12k | 79.57 |
| 2023-03-31 | $956k | 12k | 82.27 |
| 2022-12-31 | $911k | 11k | 86.06 |
| 2022-09-30 | $893k | 12k | 75.84 |
| 2022-06-30 | $1.0M | 12k | 82.28 |
| 2022-03-31 | $1.1M | 12k | 88.13 |
| 2021-12-31 | $1.0M | 12k | 82.58 |
| 2021-09-30 | $991k | 13k | 76.95 |
| 2021-06-30 | $991k | 13k | 78.22 |
| 2021-03-31 | $970k | 13k | 76.31 |
| 2020-12-31 | $926k | 13k | 69.37 |
| 2020-09-30 | $840k | 13k | 62.46 |
| 2020-06-30 | $842k | 14k | 62.28 |
| 2020-03-31 | $799k | 14k | 56.57 |
| 2019-12-31 | $1.1M | 15k | 76.81 |
| 2019-09-30 | $1.2M | 16k | 74.48 |
| 2019-06-30 | $1.1M | 15k | 72.75 |
| 2019-03-31 | $1.1M | 15k | 72.45 |
| 2018-12-31 | $1.1M | 17k | 65.10 |
| 2018-09-30 | $1.3M | 18k | 72.18 |
| 2018-06-30 | $1.2M | 18k | 69.96 |
| 2018-03-31 | $1.3M | 20k | 68.12 |
| 2017-12-31 | $2.1M | 29k | 72.83 |
| 2017-09-30 | $2.5M | 35k | 69.92 |
| 2017-06-30 | $2.5M | 36k | 68.36 |
| 2017-03-31 | $2.3M | 33k | 68.48 |
| 2016-12-31 | $2.2M | 33k | 67.30 |
| 2016-09-30 | $2.4M | 36k | 66.49 |
| 2016-06-30 | $2.4M | 35k | 66.73 |
Top funds holding WisdomTree Equity Income Fund
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