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WisdomTree DEFA Equity Income Fund shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 330k 41.44
2024-06-30 $13M 326k 38.37
2024-03-31 $14M 345k 39.63
2023-12-31 $13M 340k 38.89
2023-09-30 $22M 611k 36.20
2023-06-30 $22M 602k 36.94
2023-03-31 $15M 388k 37.65
2022-12-31 $13M 370k 35.87

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Wisdomtree Tr Us Total Dividnd (DTD)

View all positions for Vertex Planning Partners

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