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WisdomTree Equity Income Fund shares owned by Passive Capital Management

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

Historical chart of Passive Capital 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 Passive Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Passive Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $499k 6.1k 82.27
2022-12-31 $522k 6.1k 86.06
2022-09-30 $460k 6.1k 75.81
2022-06-30 $499k 6.1k 82.29
2022-03-31 $584k 6.6k 88.09
2021-12-31 $562k 6.8k 82.54

More positions owned by Passive Capital Management

Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Passive Capital Management

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