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WisdomTree DEFA Equity Income Fund shares owned by Global Retirement Partners

Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in WisdomTree DEFA Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA Equity Income Fund held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA Equity Income Fund by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 1.0k 39.63
2023-12-31 $38k 1.0k 37.87
2023-09-30 $35k 1.0k 35.08
2023-06-30 $37k 1.0k 36.94
2023-03-31 $38k 1.0k 38.04
2022-12-31 $36k 1.0k 35.87
2022-09-30 $32k 1.0k 32.00

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
LPL Financial
Morgan Stanley
Vertex Planning Partners
Beacon Pointe Advisors
Mariner Wealth Advisors
UBS Group
Sontag Advisory
Envestnet Asset Management
Baird Financial
Cambridge Investment Research Advisors
Evanson Asset Management
Jane Street
Wealthcare Advisory Partners
Raymond James Financial Services Advisors

View all funds holding WisdomTree DEFA Equity Income Fund