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WisdomTree DEFA Equity Income Fund shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $40k 964 41.44
2024-06-30 $37k 964 38.37
2024-03-31 $38k 964 39.63
2023-12-31 $65k 1.7k 38.89
2023-09-30 $60k 1.7k 36.20
2023-06-30 $62k 1.7k 36.94
2023-03-31 $63k 1.7k 37.65
2022-12-31 $83k 2.3k 35.87
2022-09-30 $70k 2.3k 30.38
2022-06-30 $80k 2.3k 34.72
2022-03-31 $92k 2.3k 39.93
2021-12-31 $109k 2.8k 38.73
2021-09-30 $107k 2.8k 38.02
2021-06-30 $115k 2.9k 39.70
2021-03-31 $114k 2.9k 39.35
2020-12-31 $119k 3.2k 37.58
2020-09-30 $108k 3.3k 32.90
2020-06-30 $118k 3.6k 33.05
2020-03-31 $156k 5.3k 29.40
2019-12-31 $274k 6.5k 41.98
2019-09-30 $254k 6.5k 39.09
2019-06-30 $259k 6.4k 40.40
2019-03-31 $329k 8.2k 40.29
2018-12-31 $303k 8.2k 37.16
2018-09-30 $380k 9.1k 41.73
2018-06-30 $409k 9.9k 41.43
2018-03-31 $441k 10k 43.57
2017-12-31 $6.0M 134k 44.39
2017-09-30 $7.3M 167k 43.77
2017-06-30 $6.6M 159k 41.75
2017-03-31 $4.3M 114k 38.11
2016-12-31 $4.3M 114k 38.11
2016-09-30 $2.6M 67k 38.24
2016-06-30 $840k 23k 36.43

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Vertex Planning Partners
Mariner Wealth Advisors
Beacon Pointe Advisors
Envestnet Asset Management
Sontag Advisory
Evanson Asset Management
BBK Capital Partners
Ohe Financial
Steward Partners Investment Advisory
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
Snowden Capital Advisors

View all funds holding WisdomTree DEFA Equity Income Fund