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WisdomTree DEFA Equity Income Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $401k 7.4k 54.09
2024-12-31 $323k 8.5k 37.78

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Mariner Wealth Advisors
TCP Asset Management
Krueger & Catalano Capital Partners
Thrivent Financial for Lutherans
Envestnet Asset Management
Stonebridge Wealth Management
Wells Fargo & Company
Beacon Pointe Advisors
Madrid Financial Services
Sontag Advisory
Raymond James Financial
Ohe Financial

View all funds holding WisdomTree DEFA Equity Income Fund