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WisdomTree DEFA Equity Income Fund shares owned by Stonebridge Wealth Management

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

Historical chart of Stonebridge Wealth Management 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 Stonebridge Wealth Management 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 Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 150k 49.15
2025-06-30 $6.9M 148k 46.33

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Itl High Div Fd (DTH)
United Homes Group *w Exp 03/30/202 (UHGWW)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
United Homes Group Cl A (UHG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Abbvie (ABBV)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for Stonebridge Wealth Management

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