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WisdomTree DEFA Equity Income Fund shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2023-06-30 $343k 9.3k 36.94

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Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding WisdomTree DEFA Equity Income Fund

LPL Financial
Mariner Wealth Advisors
Stonebridge Wealth Management
Envestnet Asset Management
Beacon Pointe Advisors
Sontag Advisory
Wells Fargo & Company
Raymond James Financial
Ohe Financial
American Alpha Advisors
UBS Group
Steward Partners Investment Advisory
Cetera Investment Advisers
Krueger & Catalano Capital Partners
Wealthcare Advisory Partners

View all funds holding WisdomTree DEFA Equity Income Fund