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WisdomTree DEFA Equity Income Fund shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 7.6k 39.63
2023-12-31 $499k 13k 38.89
2023-09-30 $436k 12k 36.20
2023-06-30 $423k 11k 36.94
2023-03-31 $396k 11k 37.65
2020-06-30 $21k 623 33.71
2014-12-31 $340k 8.0k 42.31
2014-09-30 $474k 10k 45.51
2014-06-30 $456k 9.3k 49.06
2014-03-31 $380k 8.0k 47.74
2013-12-31 $379k 8.0k 47.43

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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