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WisdomTree Equity Income Fund shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain 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 Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $109k 1.3k 86.66
2023-12-31 $90k 1.1k 82.18
2023-09-30 $86k 1.1k 78.06
2023-06-30 $88k 1.1k 79.57
2023-03-31 $91k 1.1k 82.27
2022-12-31 $579k 6.7k 86.06
2022-09-30 $83k 1.1k 75.45

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Hanson McClain 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