Ohe Financial »

WisdomTree DEFA Equity Income Fund shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree DEFA Equity Income Fund by Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.8M 77k 36.20
2023-06-30 $2.5M 68k 36.94
2023-03-31 $2.1M 56k 37.65
2022-12-31 $1.7M 48k 35.87
2022-09-30 $763k 25k 30.33
2022-06-30 $621k 18k 34.56
2022-03-31 $512k 13k 39.77
2021-09-30 $56k 1.5k 38.15

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
Vertex Planning Partners
Beacon Pointe Advisors
Mariner Wealth Advisors
Sontag Advisory
UBS Group
Baird Financial
Cambridge Investment Research Advisors
Evanson Asset Management
Tidemark
Wealthcare Advisory Partners
Raymond James Financial Services Advisors
Jane Street
Steward Partners Investment Advisory
Greenleaf Trust

View all funds holding WisdomTree DEFA Equity Income Fund