Warren Averett Asset Management »

WisdomTree Equity Income Fund shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 12k 86.66

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warren Averett Asset Management

Top funds holding WisdomTree Equity Income Fund

CWM
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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