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WisdomTree Equity Income Fund shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi 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 Vivaldi 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 Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 2.7k 100.75
2025-06-30 $256k 2.7k 95.98
2025-03-31 $283k 2.9k 99.16
2024-12-31 $257k 2.6k 96.97

More positions owned by Vivaldi Capital Management

Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Bank of New York Mellon Corporation (BK)
Applied Materials (AMAT)
Alphabet Cap Stk Cl A (GOOGL)
BorgWarner (BWA)
Charles Schwab Corporation (SCHW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Medtronic SHS (MDT)
Amgen (AMGN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Silver Tr Ishares (SLV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Vivaldi Capital 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