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WisdomTree Equity Income Fund shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $402k 4.0k 100.75
2025-06-30 $375k 3.9k 95.98
2025-03-31 $387k 3.9k 99.16

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
Ge Vernova (GEV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Tesla Motors (TSLA)
Proshares Tr Pshs Ultra Qqq (QLD)
Proshares Tr Pshs Ult S&p 500 (SSO)

View all positions for Tempus Wealth Planning

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund