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WisdomTree DEFA Equity Income Fund shares owned by Patten

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

Historical chart of Patten 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 Patten 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 Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 36k 49.15
2025-06-30 $1.3M 27k 46.33
2025-03-31 $825k 19k 42.46
2024-12-31 $533k 14k 37.78
2024-09-30 $742k 18k 41.44

More positions owned by Patten

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Visa Com Cl A (V)
Broadcom (AVGO)
Coca-Cola Company (KO)
Ishares Tr Rus 1000 Grw Etf (IWF)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raytheon Technologies Corp (RTX)
Eaton Corp SHS (ETN)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Patten

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