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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
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 Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth 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