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WisdomTree Equity Income Fund shares owned by Milestone Group

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $90k 1.1k 84.59
2024-03-31 $93k 1.1k 86.66
2023-12-31 $88k 1.1k 82.21
2023-09-30 $83k 1.1k 78.06
2023-06-30 $143k 1.8k 79.57
2023-03-31 $148k 1.8k 82.27
2022-12-31 $155k 1.8k 86.06
2022-09-30 $136k 1.8k 75.56
2022-06-30 $243k 3.0k 82.37
2022-03-31 $260k 3.0k 87.93
2021-12-31 $244k 3.0k 82.52
2021-09-30 $295k 3.8k 77.00
2021-06-30 $328k 4.2k 78.32
2021-03-31 $329k 4.3k 76.33
2020-12-31 $337k 4.9k 69.27
2020-09-30 $836k 13k 62.52
2020-06-30 $1.1M 18k 62.28
2020-03-31 $2.4M 42k 56.59
2019-12-31 $4.8M 62k 76.82