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WisdomTree DEFA Equity Income Fund shares owned by Legacy Capital Group California

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

Historical chart of Legacy Capital Group California 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 Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2026-06-30 $470k 8.7k 54.11

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Immunitybio (IBRX)
T Rowe Price Exchange-traded Small Mid Cap (TMSL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ea Series Trust Ast Equ Kin Etf (ROE)

View all positions for Legacy Capital Group California

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
Madrid Financial Services
Wells Fargo & Company
Raymond James Financial
Sontag Advisory

View all funds holding WisdomTree DEFA Equity Income Fund