WisdomTree DEFA Equity Income Fund shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree DEFA Equity Income Fund
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Quarterly reported holdings in WisdomTree DEFA Equity Income Fund by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $44k | 1.1k | 39.63 |
| 2023-12-31 | $259k | 6.6k | 38.89 |
| 2023-09-30 | $321k | 8.9k | 36.20 |
| 2023-06-30 | $340k | 9.2k | 36.94 |
| 2023-03-31 | $393k | 10k | 37.65 |
| 2022-12-31 | $88k | 2.5k | 35.87 |
| 2022-09-30 | $37k | 1.3k | 29.60 |
| 2022-06-30 | $50k | 1.5k | 34.48 |
| 2022-03-31 | $57k | 1.5k | 39.31 |
| 2021-12-31 | $56k | 1.5k | 38.62 |
| 2021-09-30 | $55k | 1.5k | 37.93 |
| 2021-06-30 | $57k | 1.5k | 39.31 |
| 2021-03-31 | $7.0k | 200 | 35.00 |
| 2020-12-31 | $7.0k | 200 | 35.00 |
| 2020-09-30 | $35k | 1.1k | 31.88 |
| 2020-06-30 | $21k | 650 | 32.31 |
| 2020-03-31 | $18k | 650 | 27.69 |
| 2019-12-31 | $27k | 650 | 41.54 |
| 2019-09-30 | $25k | 650 | 38.46 |
| 2019-06-30 | $26k | 650 | 40.00 |
| 2019-03-31 | $26k | 650 | 40.00 |
| 2018-12-31 | $24k | 650 | 36.92 |
| 2018-09-30 | $27k | 650 | 41.54 |
| 2018-06-30 | $8.0k | 200 | 40.00 |
| 2018-03-31 | $8.0k | 200 | 40.00 |
| 2017-12-31 | $28k | 650 | 43.08 |
| 2017-09-30 | $8.0k | 200 | 40.00 |
| 2017-06-30 | $8.0k | 200 | 40.00 |
| 2017-03-31 | $8.0k | 200 | 40.00 |
| 2016-12-31 | $7.0k | 200 | 35.00 |
| 2016-09-30 | $7.0k | 200 | 35.00 |
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