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WisdomTree DEFA Equity Income Fund shares owned by D.B. Root & Company

Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in WisdomTree DEFA Equity Income Fund

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All positions including WisdomTree DEFA Equity Income Fund held by D.B. Root & Company 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 D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $462k 9.4k 49.15
2025-06-30 $599k 13k 46.33
2025-03-31 $554k 13k 42.46

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for D.B. Root & Company

Top funds holding WisdomTree DEFA Equity Income Fund

LPL Financial
Morgan Stanley
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

View all funds holding WisdomTree DEFA Equity Income Fund