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WisdomTree Equity Income Fund shares owned by Tilson Financial Group

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

Historical chart of Tilson Financial 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 Tilson Financial 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 Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 3.5k 86.63
2023-12-31 $285k 3.5k 82.30
2023-09-30 $337k 4.3k 77.97
2023-06-30 $344k 4.3k 79.59
2023-03-31 $356k 4.3k 82.37
2022-12-31 $372k 4.3k 86.07

More positions owned by Tilson Financial Group

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Global Real Est (DFGR)
Exxon Mobil Corporation (XOM)

View all positions for Tilson Financial Group

Top funds holding WisdomTree Equity Income Fund

CWM
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Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
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Evanson Asset Management
Mariner Wealth Advisors
First Command Advisory Services
Precedent Wealth Partners
Oakmont Partners
CI Private Wealth

View all funds holding WisdomTree Equity Income Fund