Edge Financial Advisors »

WisdomTree Equity Income Fund shares owned by Edge Financial Advisors

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Edge Financial Advisors from 13F filings

Historical chart of Edge Financial Advisors investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Edge Financial Advisors 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 Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 3.0k 86.66

More positions owned by Edge Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Netflix (NFLX)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Accenture Plc Ireland Shs Class A (ACN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
JPMorgan Chase & Co. (JPM)

View all positions for Edge Financial Advisors

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