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WisdomTree Equity Income Fund shares owned by Ledge Wealth Management

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

Historical chart of Ledge Wealth 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 Ledge Wealth 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 Ledge Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 61k 82.18
2023-09-30 $4.8M 61k 78.06
2023-06-30 $4.9M 61k 79.57
2023-03-31 $5.2M 63k 82.27
2022-12-31 $6.1M 71k 86.06
2022-06-30 $9.8M 119k 82.29
2022-03-31 $9.1M 103k 88.09

More positions owned by Ledge Wealth Management

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Multisector (MUSI)
Select Sector Spdr Tr Financial (XLF)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us High Dividend (DHS)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Ledge Wealth 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