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WisdomTree DEFA Equity Income Fund shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 89k 38.37
2024-03-31 $3.3M 83k 39.63
2023-09-30 $2.8M 77k 36.20
2023-06-30 $2.5M 68k 36.94
2023-03-31 $2.1M 56k 37.65
2022-12-31 $1.7M 48k 35.87
2022-09-30 $763k 25k 30.33
2022-06-30 $621k 18k 34.56
2022-03-31 $512k 13k 39.77
2021-09-30 $56k 1.5k 38.15

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Value Etf Etf (VTV)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

Top funds holding WisdomTree DEFA Equity Income Fund

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

View all funds holding WisdomTree DEFA Equity Income Fund