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WisdomTree DEFA Equity Income Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $540k 11k 49.15
2025-06-30 $506k 11k 46.34
2025-03-31 $291k 6.9k 42.46
2022-06-30 $26k 762 34.12
2022-03-31 $29k 740 39.19
2021-12-31 $28k 734 38.15
2020-06-30 $9.0k 264 34.09
2019-09-30 $9.0k 230 39.13
2019-06-30 $9.0k 230 39.13
2019-03-31 $9.0k 230 39.13
2014-03-31 $103k 2.2k 47.53
2013-12-31 $142k 3.0k 47.57
2013-09-30 $77k 1.7k 45.24