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WisdomTree DEFA Equity Income Fund shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in WisdomTree DEFA Equity Income Fund

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All positions including WisdomTree DEFA Equity Income Fund held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $818k 20k 41.44
2024-06-30 $689k 18k 38.37
2024-03-31 $593k 15k 39.63
2023-09-30 $251k 6.9k 36.20

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Vertex Planning Partners
Mariner Wealth Advisors
Beacon Pointe Advisors
Envestnet Asset Management
Sontag Advisory
Evanson Asset Management
BBK Capital Partners
Ohe Financial
Steward Partners Investment Advisory
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
Snowden Capital Advisors

View all funds holding WisdomTree DEFA Equity Income Fund