WisdomTree DEFA Equity Income Fund shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of WisdomTree DEFA Equity Income Fund (DTH) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in WisdomTree DEFA Equity Income Fund
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Quarterly reported holdings in WisdomTree DEFA Equity Income Fund by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 41k | 49.15 |
| 2025-06-30 | $2.0M | 43k | 46.33 |
| 2025-03-31 | $1.9M | 44k | 42.46 |
| 2024-12-31 | $2.0M | 52k | 37.78 |
| 2024-09-30 | $2.2M | 53k | 41.44 |
| 2023-09-30 | $2.0M | 55k | 36.20 |
| 2022-12-31 | $2.3M | 59k | 38.70 |
| 2022-09-30 | $2.2M | 62k | 36.00 |
| 2022-03-31 | $2.2M | 59k | 37.81 |
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