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WisdomTree DEFA Equity Income Fund shares owned by Institute For Wealth Management

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

Historical chart of Institute For Wealth Management 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 Institute For Wealth Management 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 Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $38k 702 54.11
2019-12-31 $62k 1.5k 41.89

More positions owned by Institute For Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Lam Research Corp Com New (LRCX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Applied Materials (AMAT)
Tesla Motors (TSLA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Axon Enterprise (AXON)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Goldman Sachs (GS)

View all positions for Institute For Wealth Management

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
CWM
Envestnet Asset Management
Beacon Pointe Advisors
Stonebridge Wealth Management
Wells Fargo & Company
Madrid Financial Services
Raymond James Financial
Sontag Advisory

View all funds holding WisdomTree DEFA Equity Income Fund