WisdomTree Equity Income Fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $159k | 1.8k | 86.64 |
| 2023-12-31 | $151k | 1.8k | 82.19 |
| 2023-09-30 | $143k | 1.8k | 78.05 |
| 2023-06-30 | $154k | 1.9k | 79.57 |
| 2023-03-31 | $159k | 1.9k | 82.26 |
| 2022-12-31 | $167k | 1.9k | 86.06 |
| 2022-09-30 | $90k | 1.2k | 75.38 |
| 2022-06-30 | $99k | 1.2k | 82.91 |
| 2022-03-31 | $59k | 675 | 87.41 |
| 2021-12-31 | $55k | 675 | 81.48 |
| 2021-09-30 | $52k | 675 | 77.04 |
| 2021-06-30 | $53k | 675 | 78.52 |
| 2021-03-31 | $324k | 4.1k | 78.20 |
| 2020-12-31 | $51k | 4.3k | 11.81 |
| 2020-09-30 | $41k | 675 | 60.74 |
| 2020-06-30 | $40k | 675 | 59.26 |
| 2020-03-31 | $37k | 675 | 54.81 |
| 2019-12-31 | $51k | 675 | 75.56 |
| 2016-09-30 | $13k | 200 | 65.00 |
| 2016-06-30 | $100k | 1.5k | 66.67 |
| 2016-03-31 | $12k | 200 | 60.00 |
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