Who owns WisdomTree DEFA?
- Ticker: DWM
- CUSIP Number: 97717W703
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree DEFA with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree DEFA stock
Who bought or sold WisdomTree DEFA this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Frank. Day | 402k | $21M | 10% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 385k | $21M | 6% | Mar 2024 |
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| Legacy Financial Advisors | 367k | $19M | 3% | Dec 2023 |
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| Bank of America Corporation | 315k | $17M | 1% | Dec 2023 |
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| Wells Fargo & Company | 275k | $14M | 3% | Dec 2023 |
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| UBS Group | 241k | $13M | -6% | Dec 2023 |
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| ValMark Advisers | 123k | $6.5M | 1% | Dec 2023 |
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| Moller Financial Services | 121k | $6.6M | 0% | Mar 2024 |
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| DB Wealth Management Group | 92k | $4.8M | 0% | Dec 2023 |
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| Mission Wealth Management | 92k | $4.8M | -4% | Dec 2023 |
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| Citadel Advisors | 89k | $4.7M | 1687% | Dec 2023 |
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| Raymond James Financial Services Advisors | 85k | $4.5M | -9% | Dec 2023 |
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| JFS Wealth Advisors | 82k | $4.3M | -3% | Dec 2023 |
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| HBK Sorce Advisory | 80k | $4.2M | -11% | Dec 2023 |
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| Advisor Group Holdings | 74k | $3.9M | -3% | Dec 2023 |
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| Raymond James & Associates | 60k | $3.2M | 1% | Dec 2023 |
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| AE Wealth Management | 59k | $3.1M | -21% | Dec 2023 |
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| Thrive Capital Management | 59k | $3.1M | -21% | Dec 2023 |
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| National Asset Management | 52k | $2.7M | -23% | Dec 2023 |
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| Smallwood Wealth Investment Management | 47k | $2.5M | 8% | Dec 2023 |
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| CFG Asset Management | 44k | $2.3M | -15% | Dec 2023 |
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| Pinnacle Wealth Planning Services | 38k | $2.0M | -11% | Dec 2023 |
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| Key FInancial | 35k | $1.9M | 0% | Dec 2023 |
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| Janney Montgomery Scott | 30k | $1.6M | 0% | Dec 2023 |
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| Jane Street | 29k | $1.5M | -33% | Dec 2023 |
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| Creative Planning | 29k | $1.5M | -12% | Dec 2023 |
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| Royal Bank of Canada | 28k | $1.5M | 10% | Dec 2023 |
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| Octavia Wealth Advisors | 27k | $1.5M | -94% | Mar 2024 |
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| Courier Capital Corp | 27k | $1.5M | 0% | Mar 2024 |
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| Merit Financial Group | 27k | $1.4M | -4% | Dec 2023 |
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| Advisor OS | 25k | $1.3M | 1% | Dec 2023 |
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| Plimoth Trust | 25k | $1.4M | -2% | Mar 2024 |
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| HighTower Advisors | 24k | $1.3M | -12% | Dec 2023 |
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| Cambridge Investment Research Advisors | 21k | $1.1M | -1% | Dec 2023 |
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| Jpmorgan Chase & Co | 21k | $1.1M | 93% | Dec 2023 |
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| ProVise Management Group | 20k | $1.1M | 0% | Dec 2023 |
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| Beacon Financial | 20k | $1.1M | -1% | Dec 2023 |
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| Flow Traders US | 20k | $1.1M | -80% | Dec 2023 |
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| Davenport & Co | 20k | $1.0M | -2% | Dec 2023 |
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| Oarsman Capital | 19k | $1.0M | -5% | Dec 2023 |
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| Cullen Capital Management | 19k | $977k | 100% | Dec 2023 |
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| Frazier Financial Advisors | 18k | $967k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 18k | $964k | 2% | Dec 2023 |
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| Stifel Financial | 17k | $893k | 0% | Dec 2023 |
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| Geneos Wealth Management | 17k | $877k | 17% | Dec 2023 |
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| McLean Asset Management Corp | 16k | $871k | 0% | Mar 2024 |
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| Stratos Wealth Advisors | 15k | $821k | 18% | Mar 2024 |
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| Falcon Wealth Planning | 14k | $791k | -4% | Mar 2024 |
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| Commonwealth Equity Services | 13k | $691k | 0% | Dec 2023 |
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| Modera Wealth Management | 13k | $682k | 0% | Dec 2023 |
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| Kmg Fiduciary Partners | 11k | $603k | 1% | Mar 2024 |
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| Private Advisor | 10k | $537k | 58% | Dec 2023 |
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| Steward Partners Investment Advisory | 9.4k | $492k | -5% | Dec 2023 |
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| Kingsview Wealth Management | 9.2k | $485k | 0% | Dec 2023 |
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| Gladstone Institutional Advisory | 8.3k | $435k | -6% | Dec 2023 |
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| Wiley Bros.-aintree Capital | 7.4k | $407k | 0% | Mar 2024 |
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| Litman Gregory Asset Management | 7.0k | $368k | 0% | Dec 2023 |
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| Allen Capital Group | 6.9k | $376k | 0% | Mar 2024 |
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| Cape Ann Savings Bank | 6.8k | $353k | 0% | Dec 2023 |
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| Pnc Financial Services | 6.5k | $339k | 0% | Dec 2023 |
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| Goldman Sachs Group | 6.4k | $335k | 100% | Dec 2023 |
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| Trust Company of Virginia | 6.1k | $333k | -3% | Mar 2024 |
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| Integrys Wealth Advisors | 6.0k | $328k | 0% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 5.7k | $301k | -34% | Dec 2023 |
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| Signature Estate and Investment Advisors | 5.6k | $299k | -14% | Dec 2023 |
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| Howard Wealth Management | 5.6k | $295k | 0% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 5.6k | $293k | 100% | Dec 2023 |
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| Benedetti & Gucer | 5.0k | $265k | 100% | Dec 2023 |
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| McNamara Financial Services | 5.0k | $275k | 0% | Mar 2024 |
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| Gyl Financial Synergies | 4.6k | $240k | 0% | Dec 2023 |
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| Sentinel Pension Advisors | 4.4k | $231k | -2% | Dec 2023 |
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| Greylin Investment Management | 4.3k | $227k | 0% | Dec 2023 |
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| JTC Employer Solutions Trustee | 4.2k | $221k | 0% | Dec 2023 |
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| Well Done | 4.1k | $225k | 0% | Mar 2024 |
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| Viewpoint Capital Management | 4.1k | $225k | 0% | Mar 2024 |
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| Valley National Advisers | 4.0k | $210k | 0% | Dec 2023 |
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| Advisory Services Network | 3.6k | $188k | -34% | Dec 2023 |
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| Nbc Securities | 3.5k | $189k | 2% | Mar 2024 |
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| Huntington National Bank | 2.6k | $137k | 62% | Dec 2023 |
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| Independence Bank of Kentucky | 2.4k | $132k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 1.4k | $71k | 100% | Dec 2023 |
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| Signature | 1.1k | $56k | 0% | Dec 2023 |
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| Ancora Advisors | 1.1k | $56k | 0% | Dec 2023 |
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| Spire Wealth Management | 975.00 | $50k | 0% | Dec 2023 |
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| Tidemark | 783.00 | $41k | 100% | Dec 2023 |
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| O'shaughnessy Asset Management | 687.00 | $36k | 0% | Dec 2023 |
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| Creative Capital Management Investments | 539.00 | $28k | 0% | Dec 2023 |
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| Beacon Capital Management | 384.00 | $19k | 0% | Dec 2023 |
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| Financial Freedom | 378.00 | $20k | 0% | Dec 2023 |
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| EverSource Wealth Advisors | 325.00 | $17k | 0% | Dec 2023 |
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| Creative Financial Designs | 203.00 | $11k | -7% | Dec 2023 |
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| IFP Advisors | 148.00 | $7.8k | -46% | Dec 2023 |
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| Bogart Wealth | 133.00 | $7.0k | 0% | Dec 2023 |
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| William Blair $ Company | 129.00 | $6.8k | -94% | Dec 2023 |
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| Principal Securities | 115.00 | $6.0k | 100% | Dec 2023 |
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| Harbour Investments | 115.00 | $6.0k | 0% | Dec 2023 |
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| Global Retirement Partners | 66.00 | $3.4k | -94% | Dec 2023 |
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| Game Plan Financial Advisors | 25.00 | $1.4k | 0% | Mar 2024 |
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| Bank Of Montreal | 18.00 | $946.999800 | 0% | Dec 2023 |
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| Opal Wealth Advisors | 17.00 | $931.999500 | 100% | Mar 2024 |
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Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flagship Harbor Advisors | Dec 2023 | 47k | $2.5M |
| Melone Private Wealth | Sep 2023 | 8.2k | $395k |
| Bank of New York Mellon | Sep 2023 | 5.3k | $258k |
| Kestra Advisory Services | Sep 2023 | 5.2k | $250k |
| Team Financial Group | Sep 2023 | 3.2k | $153k |
| Cape Investment Advisory | Sep 2023 | 260.00 | $13k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 194.00 | $9.4k |
| TSFG | Dec 2023 | 180.00 | $9.0k |