WisdomTree DEFA Equity Income Fund shares owned by Independent Financial Group
Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in WisdomTree DEFA Equity Income Fund
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Quarterly reported holdings in WisdomTree DEFA Equity Income Fund by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.2M | 60k | 54.09 |
| 2025-09-30 | $652k | 13k | 49.15 |
| 2025-06-30 | $862k | 19k | 46.33 |
| 2025-03-31 | $737k | 17k | 42.46 |
| 2024-12-31 | $366k | 9.7k | 37.78 |
| 2024-09-30 | $404k | 9.7k | 41.44 |
| 2024-06-30 | $763k | 20k | 38.37 |
| 2024-03-31 | $1.5M | 38k | 39.63 |
| 2023-12-31 | $1.3M | 34k | 38.89 |
| 2023-09-30 | $1.2M | 32k | 36.20 |
| 2023-06-30 | $1.2M | 33k | 36.94 |
| 2023-03-31 | $660k | 18k | 37.65 |
| 2022-12-31 | $294k | 8.2k | 35.87 |
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Top funds holding WisdomTree DEFA Equity Income Fund
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