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WisdomTree Equity Income Fund shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 2.5k 86.66
2023-12-31 $216k 2.6k 82.18

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
Advisor Group Holdings
UBS Group
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