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WisdomTree DEFA Equity Income Fund shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 150k 38.37
2024-03-31 $6.3M 158k 39.63
2023-12-31 $6.9M 178k 38.89
2023-09-30 $7.9M 218k 36.20
2023-06-30 $33M 882k 36.94
2023-03-31 $35M 924k 37.65
2022-12-31 $33M 927k 35.87
2022-09-30 $30M 1.0M 30.31
2022-06-30 $37M 1.1M 34.57
2021-09-30 $39M 1.0M 37.89

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding WisdomTree DEFA Equity Income Fund

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

View all funds holding WisdomTree DEFA Equity Income Fund