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WisdomTree DEFA Equity Income Fund shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN 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 Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 52k 38.89
2023-09-30 $2.0M 55k 36.20
2023-06-30 $2.1M 58k 36.94
2023-03-31 $2.2B 59k 37650.00
2022-12-31 $2.3M 59k 38.82
2022-03-31 $2.2M 59k 37.81
2021-12-31 $2.4M 60k 39.67
2021-09-30 $2.3M 60k 38.16
2021-06-30 $2.3M 57k 40.34
2021-03-31 $2.2M 56k 40.00
2020-12-31 $2.3M 60k 37.94
2020-09-30 $2.1M 61k 34.98
2020-06-30 $2.2M 64k 34.98
2020-03-31 $2.0M 66k 29.80
2019-12-31 $2.4M 57k 41.36
2019-09-30 $2.4M 58k 40.80
2019-06-30 $2.1M 57k 37.79
2019-03-31 $2.2M 56k 39.68
2018-12-31 $2.2M 54k 39.85
2018-09-30 $2.1M 54k 38.67
2018-06-30 $2.1M 50k 41.38
2018-03-31 $2.1M 49k 43.57
2017-12-31 $1.7M 39k 44.44

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Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Feltz Wealth PLAN

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