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WisdomTree DEFA Equity Income Fund shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $521k 13k 39.63
2023-12-31 $512k 13k 38.89

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
Vertex Planning Partners
Beacon Pointe Advisors
Mariner Wealth Advisors
Sontag Advisory
UBS Group
Baird Financial
Cambridge Investment Research Advisors
Evanson Asset Management
Tidemark
Wealthcare Advisory Partners
Raymond James Financial Services Advisors
Jane Street
Steward Partners Investment Advisory
Greenleaf Trust

View all funds holding WisdomTree DEFA Equity Income Fund