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WisdomTree DEFA Equity Income Fund shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove 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 Crescent Grove 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 34k 39.63
2023-12-31 $1.3M 34k 38.89
2023-09-30 $1.2M 34k 36.20
2023-06-30 $1.2M 34k 36.94
2023-03-31 $982k 26k 37.65

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
Dun & Bradstreet Holdings Comm (DNB)
iShares S&P 500 ETF Etf (IVV)
Fidelity National Info Srvcs Comm (FIS)
NCR Voyix Comm (VYX)
CDW Corporation Comm (CDW)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
NCR Atleos Comm (NATL)
iShares Core S&P Small-Cap ETF Etf (IJR)
Intercontinental Comm (ICE)
Apple Comm (AAPL)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Total US Stock Market ETF Etf (ITOT)
iShares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Crescent Grove 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