WMS Partners »

WisdomTree DEFA Equity Income Fund shares owned by WMS Partners

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

Historical chart of WMS 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 7.0k 38.89
2023-09-30 $253k 7.0k 36.20
2023-06-30 $259k 7.0k 36.94
2023-03-31 $264k 7.0k 37.65
2022-12-31 $251k 7.0k 35.87

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T. Rowe Price (TROW)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

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