WisdomTree Equity Income Fund shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management investment in WisdomTree Equity Income Fund
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All positions including WisdomTree Equity Income Fund held by Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $127k | 1.4k | 93.36 |
2024-09-30 | $109k | 1.2k | 93.80 |
2024-06-30 | $98k | 1.2k | 84.59 |
2024-03-31 | $101k | 1.2k | 86.66 |
2023-12-31 | $95k | 1.2k | 82.18 |
2023-09-30 | $91k | 1.2k | 78.06 |
2023-06-30 | $92k | 1.2k | 79.57 |
2023-03-31 | $95k | 1.2k | 82.27 |
2022-12-31 | $100k | 1.2k | 86.06 |
2022-09-30 | $87k | 1.2k | 75.00 |
2022-06-30 | $95k | 1.2k | 81.90 |
2022-03-31 | $102k | 1.2k | 87.93 |
2021-12-31 | $95k | 1.2k | 81.90 |
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