Western Wealth Management »

WisdomTree Equity Income Fund shares owned by Western Wealth Management

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

Historical chart of Western Wealth 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Equity Income Fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 2.8k 93.80
2024-06-30 $233k 2.8k 84.58
2024-03-31 $234k 2.7k 86.66
2023-12-31 $222k 2.7k 82.18
2023-09-30 $211k 2.7k 78.06
2023-06-30 $218k 2.7k 79.57
2023-03-31 $565k 6.9k 82.27
2022-12-31 $656k 7.6k 86.06

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Western Wealth Management

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