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WisdomTree DEFA Equity Income Fund shares owned by Passive Capital Management

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

Historical chart of Passive Capital 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 Passive Capital 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 Passive Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $274k 7.3k 37.65
2022-12-31 $261k 7.3k 35.87
2022-09-30 $233k 7.7k 30.31
2022-06-30 $266k 7.7k 34.57
2022-03-31 $306k 7.7k 39.77
2021-12-31 $298k 7.7k 38.71

More positions owned by Passive Capital Management

Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Passive Capital Management

Top funds holding WisdomTree DEFA Equity Income Fund

Bank of America Corporation
LPL Financial
Morgan Stanley
Vertex Planning Partners
Beacon Pointe Advisors
Mariner Wealth Advisors
UBS Group
Sontag Advisory
Envestnet Asset Management
Baird Financial
Cambridge Investment Research Advisors
Evanson Asset Management
Jane Street
Wealthcare Advisory Partners
Raymond James Financial Services Advisors

View all funds holding WisdomTree DEFA Equity Income Fund