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WisdomTree DEFA Equity Income Fund shares owned by Beacon Pointe Wealth Advisors

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

Historical chart of Beacon Pointe 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 Beacon Pointe 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 Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.6M 39k 42.05
2019-09-30 $1.7M 44k 39.07
2019-06-30 $1.0M 25k 40.32
2019-03-31 $858k 21k 40.19
2018-12-31 $821k 22k 37.28

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

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