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WisdomTree Equity Income Fund shares owned by TFC Financial Management

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

Historical chart of TFC Financial 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 TFC Financial 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 4.4k 100.75
2025-06-30 $459k 4.8k 95.98
2025-03-31 $459k 4.6k 99.16

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

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