WisdomTree Equity Income Fund shares owned by West Coast Financial
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in WisdomTree Equity Income Fund
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All positions including WisdomTree Equity Income Fund held by West Coast Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Equity Income Fund by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $298k | 3.0k | 99.16 |
| 2024-12-31 | $280k | 3.0k | 93.36 |
| 2024-09-30 | $281k | 3.0k | 93.80 |
| 2024-06-30 | $254k | 3.0k | 84.59 |
| 2024-03-31 | $260k | 3.0k | 86.66 |
| 2023-12-31 | $247k | 3.0k | 82.18 |
| 2023-09-30 | $234k | 3.0k | 78.06 |
| 2023-06-30 | $239k | 3.0k | 79.57 |
| 2023-03-31 | $247k | 3.0k | 82.27 |
| 2022-12-31 | $258k | 3.0k | 86.06 |
| 2022-09-30 | $227k | 3.0k | 75.67 |
| 2022-06-30 | $247k | 3.0k | 82.33 |
| 2022-03-31 | $264k | 3.0k | 88.00 |
| 2021-12-31 | $248k | 3.0k | 82.67 |
| 2021-09-30 | $231k | 3.0k | 77.00 |
| 2021-06-30 | $235k | 3.0k | 78.33 |
| 2021-03-31 | $229k | 3.0k | 76.33 |
| 2020-12-31 | $208k | 3.0k | 69.33 |
| 2019-12-31 | $230k | 3.0k | 76.67 |
| 2019-09-30 | $223k | 3.0k | 74.33 |
| 2019-06-30 | $218k | 3.0k | 72.67 |
| 2019-03-31 | $217k | 3.0k | 72.33 |
| 2018-09-30 | $216k | 3.0k | 72.00 |
| 2018-06-30 | $210k | 3.0k | 70.00 |
| 2018-03-31 | $204k | 3.0k | 68.00 |
| 2017-12-31 | $219k | 3.0k | 73.00 |
| 2017-09-30 | $210k | 3.0k | 70.00 |
| 2017-06-30 | $205k | 3.0k | 68.33 |
| 2017-03-31 | $205k | 3.0k | 68.33 |
| 2016-12-31 | $202k | 3.0k | 67.33 |
| 2016-06-30 | $200k | 3.0k | 66.67 |
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