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WisdomTree DEFA Equity Income Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 345 49.15
2025-06-30 $16k 345 46.34
2025-03-31 $15k 345 42.46
2024-12-31 $13k 345 37.78

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding WisdomTree DEFA Equity Income Fund

LPL Financial
Morgan Stanley
Mariner Wealth Advisors
Stonebridge Wealth Management
Envestnet Asset Management
Beacon Pointe Advisors
Sontag Advisory
Wells Fargo & Company
Raymond James Financial
Ohe Financial
American Alpha Advisors
UBS Group
Steward Partners Investment Advisory
Cetera Investment Advisers
Krueger & Catalano Capital Partners

View all funds holding WisdomTree DEFA Equity Income Fund