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WisdomTree Equity Income Fund shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment 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 CBIZ Investment 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 167 86.66
2021-09-30 $13k 167 77.84
2021-06-30 $13k 167 77.84
2021-03-31 $13k 167 77.84
2020-12-31 $12k 167 71.86
2020-09-30 $10k 167 59.88
2020-06-30 $10k 167 59.88
2020-03-31 $9.0k 167 53.89
2019-12-31 $13k 167 77.84

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
TransDigm Group Incorporated (TDG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for CBIZ Investment Advisory Services

Top funds holding WisdomTree Equity Income Fund

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

View all funds holding WisdomTree Equity Income Fund