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WisdomTree DEFA Equity Income Fund shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group 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 Goldstone Financial Group 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 61k 49.15
2025-06-30 $2.8M 61k 46.62

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Spdr Series Trust Portfolio Ln Cor (SPLB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Goldstone Financial Group

Top funds holding WisdomTree DEFA Equity Income Fund

LPL Financial
Morgan Stanley
Mariner Wealth Advisors
Stonebridge Wealth Management
Envestnet Asset Management
Beacon Pointe Advisors
Sontag Advisory
Wells Fargo & Company
Raymond James Financial
Ohe Financial
American Alpha Advisors
UBS Group
Steward Partners Investment Advisory
Cetera Investment Advisers
Krueger & Catalano Capital Partners

View all funds holding WisdomTree DEFA Equity Income Fund