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WisdomTree DEFA Equity Income Fund shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset Management 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 Creekmur Asset Management 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 426 41.47
2024-06-30 $16k 424 38.35
2024-03-31 $22k 563 39.63
2023-12-31 $22k 560 38.89

More positions owned by Creekmur Asset Management

Global X Fds 1-3 Month T-bill (CLIP)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Intermediate Dur (FIIG)
Caterpillar (CAT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Creekmur Asset Management

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