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WisdomTree Equity Income Fund shares owned by Oakmont Partners

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 63k 86.66

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Oakmont Partners

Top funds holding WisdomTree Equity Income Fund

CWM
LPL Financial
Wells Fargo & Company
Linscomb & Williams
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
Ameriprise Financial

View all funds holding WisdomTree Equity Income Fund