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WisdomTree DEFA Equity Income Fund shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in WisdomTree DEFA Equity Income Fund

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All positions including WisdomTree DEFA Equity Income Fund held by Evanson Financial 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 Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 68k 54.11

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Dimensional Etf Trust Internatnal Val (DFIV)
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Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Mariner Wealth Advisors
TCP Asset Management
Krueger & Catalano Capital Partners
Thrivent Financial for Lutherans
CWM
Envestnet Asset Management
Beacon Pointe Advisors
Stonebridge Wealth Management
Wells Fargo & Company
Madrid Financial Services
Raymond James Financial
Sontag Advisory

View all funds holding WisdomTree DEFA Equity Income Fund