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WisdomTree DEFA Equity Income Fund shares owned by Lvm Capital Management

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

Historical chart of Lvm Capital 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 Lvm Capital 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 Lvm Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 6.3k 38.38
2024-06-30 $241k 6.3k 38.38
2024-03-31 $263k 6.6k 39.67
2023-12-31 $311k 8.0k 38.95
2023-09-30 $318k 8.8k 36.20
2023-06-30 $331k 9.0k 36.94
2023-03-31 $344k 9.1k 37.66
2022-12-31 $358k 10k 35.85
2022-09-30 $316k 10k 30.36
2022-06-30 $493k 14k 34.58
2022-03-31 $572k 14k 39.78
2021-12-31 $558k 14k 38.74
2021-09-30 $575k 15k 37.88
2021-06-30 $655k 17k 39.62
2021-03-31 $688k 18k 39.31
2020-12-31 $684k 18k 37.44
2020-09-30 $633k 19k 32.90
2020-06-30 $886k 27k 32.98
2020-03-31 $810k 28k 29.46
2019-12-31 $1.7M 40k 42.03
2019-09-30 $1.5M 39k 39.02
2019-06-30 $1.6M 39k 40.38
2019-03-31 $1.6M 39k 40.26
2018-12-31 $1.5M 40k 37.10
2018-09-30 $1.8M 43k 41.77
2018-06-30 $1.7M 42k 41.40
2018-03-31 $1.8M 40k 43.56
2017-12-31 $1.8M 41k 44.40
2017-09-30 $1.7M 40k 43.76
2017-06-30 $1.1M 27k 41.76
2017-03-31 $1.1M 26k 40.60
2016-12-31 $876k 23k 38.12
2016-06-30 $750k 21k 36.43
2016-03-31 $748k 20k 37.33
2015-12-31 $792k 21k 37.72
2015-09-30 $760k 20k 37.43
2015-06-30 $782k 19k 42.20
2015-03-31 $736k 17k 43.26

More positions owned by Lvm Capital Management

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Microsoft Corporation (MSFT)
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Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Exxon Mobil Corporation (XOM)
Abbvie (ABBV)
Alphabet Inc Class A cs (GOOGL)
wisdomtreetrusdivd.. (DGRW)
Johnson & Johnson (JNJ)
Home Depot (HD)
American Express Company (AXP)
Cisco Systems (CSCO)
Morgan Stanley (MS)
Amgen (AMGN)

View all positions for Lvm Capital Management

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