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WisdomTree DEFA Equity Income Fund shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment 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 Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 380 41.48
2024-06-30 $1.2k 30 38.53

More positions owned by Rothschild Investment

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Blackstone Stock (BX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Costco Whsl Corp Stock (COST)
Abbvie Stock (ABBV)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Amgen Stock (AMGN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)

View all positions for Rothschild Investment

Top funds holding WisdomTree DEFA Equity Income Fund

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

View all funds holding WisdomTree DEFA Equity Income Fund