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WisdomTree DEFA Equity Income Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3k 200 41.44
2024-06-30 $8.0k 200 39.83
2024-03-31 $7.8k 200 38.92
2023-12-31 $7.8k 200 38.89
2023-09-30 $7.2k 200 36.20
2023-06-30 $7.4k 200 36.94
2023-03-31 $7.5k 200 37.65
2022-12-31 $7.2k 200 35.87

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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