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WisdomTree DEFA Equity Income Fund shares owned by Private Trust Co Na

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

Historical chart of Private Trust Co Na investment in WisdomTree DEFA Equity Income Fund

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All positions including WisdomTree DEFA Equity Income Fund held by Private Trust Co Na 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 Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 313 49.15
2016-09-30 $217k 5.7k 38.08
2016-06-30 $200k 5.5k 36.37

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iShares S&P 500 Index (IVV)
Broadcom (AVGO)
Invesco Qqq Trust Series 1 (QQQ)
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Vanguard Total Stock Market ETF (VTI)
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Abbvie (ABBV)
SPDR DJ Wilshire Large Cap Growth (SPYG)

View all positions for Private Trust Co Na

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