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WisdomTree DEFA Equity Income Fund shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors 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 Amplius Wealth Advisors 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 6.0k 39.63
2023-12-31 $237k 6.1k 38.89
2023-09-30 $453k 13k 36.20
2023-06-30 $458k 12k 36.94
2023-03-31 $464k 12k 37.65
2022-12-31 $436k 12k 35.87

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

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