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WisdomTree DEFA Equity Income Fund shares owned by Tidemark

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

Historical chart of Tidemark investment in WisdomTree DEFA Equity Income Fund

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All positions including WisdomTree DEFA Equity Income Fund held by Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $770k 19k 41.44
2024-06-30 $753k 20k 38.37
2024-03-31 $939k 24k 39.63
2023-12-31 $3.9M 101k 38.89

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
LPL Financial
Vertex Planning Partners
Mariner Wealth Advisors
Beacon Pointe Advisors
Envestnet Asset Management
Sontag Advisory
BBK Capital Partners
Evanson Asset Management
Ohe Financial
Steward Partners Investment Advisory
Wealthcare Advisory Partners
Greenleaf Trust
Cambridge Investment Research Advisors
Sanders Morris Harris

View all funds holding WisdomTree DEFA Equity Income Fund