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WisdomTree Equity Income Fund shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-03-31 $944k 11k 86.66
2023-12-31 $870k 11k 82.18
2023-09-30 $817k 11k 78.06
2023-06-30 $810k 10k 79.57
2023-03-31 $817k 9.9k 82.27
2022-12-31 $855k 9.9k 86.06
2022-09-30 $753k 9.9k 75.80
2022-06-30 $760k 9.2k 82.25
2022-03-31 $814k 9.2k 88.10
2021-12-31 $754k 9.1k 82.49
2021-09-30 $673k 8.7k 77.00
2021-06-30 $633k 8.1k 78.24
2021-03-31 $617k 8.1k 76.27
2020-12-31 $554k 8.0k 69.34
2020-09-30 $499k 8.0k 62.45
2020-06-30 $506k 8.1k 62.28
2020-03-31 $456k 8.1k 56.65
2019-12-31 $609k 7.9k 76.80
2019-09-30 $568k 7.6k 74.54
2019-06-30 $528k 7.3k 72.78
2019-03-31 $473k 6.5k 72.43
2018-12-31 $418k 6.4k 65.11
2018-09-30 $467k 6.5k 72.24
2018-06-30 $449k 6.4k 69.94
2018-03-31 $437k 6.4k 68.07
2017-12-31 $450k 6.2k 72.90
2017-09-30 $407k 5.8k 69.90
2017-06-30 $398k 5.8k 68.35
2017-03-31 $357k 5.2k 68.46
2016-12-31 $332k 4.9k 67.27
2016-09-30 $139k 2.1k 66.03
2016-06-30 $100k 1.5k 66.67
2016-03-31 $94k 1.5k 62.67
2015-12-31 $88k 1.5k 58.67
2015-09-30 $55k 1.0k 55.00

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for D.A. Davidson & Co.

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