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WisdomTree Equity Income Fund shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital 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 TruNorth Capital 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 TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $101k 1.1k 93.80
2024-06-30 $91k 1.1k 84.59
2024-03-31 $93k 1.1k 86.66

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

Top funds holding WisdomTree Equity Income Fund

CWM
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Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Morgan Stanley
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Envestnet Asset Management
Evanson Asset Management
Goldman Sachs Group
Mariner Wealth Advisors
Precedent Wealth Partners

View all funds holding WisdomTree Equity Income Fund