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WisdomTree Equity Income Fund shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Equity Income Fund by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $246k 2.7k 91.55
2024-09-30 $252k 2.7k 93.69
2024-06-30 $235k 2.7k 87.16

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Wedmont Private Capital

Top funds holding WisdomTree Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Linscomb & Williams
Cetera Investment Advisers
Bank of America Corporation
Invenio Wealth Partners
Colony
Envestnet Asset Management
Raymond James Financial Services Advisors
UBS Group
Advisor Group Holdings
Evanson Asset Management
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding WisdomTree Equity Income Fund