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WisdomTree DEFA shares owned by McNamara Financial Services

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by McNamara Financial Services from 13F filings

Historical chart of McNamara Financial Services investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by McNamara Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by McNamara Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 5.0k 54.80
2023-12-31 $263k 5.0k 52.51
2023-09-30 $242k 5.0k 48.35
2023-06-30 $258k 5.2k 49.79
2023-03-31 $217k 4.4k 49.73
2022-12-31 $228k 4.8k 47.04
2022-06-30 $221k 4.9k 45.41
2022-03-31 $255k 4.8k 52.74
2021-12-31 $299k 5.5k 54.10
2021-09-30 $292k 5.5k 52.81
2021-06-30 $304k 5.6k 54.54
2021-03-31 $288k 5.7k 50.59
2020-12-31 $264k 5.8k 45.53
2020-09-30 $264k 5.8k 45.53
2020-06-30 $255k 5.8k 44.25
2019-12-31 $236k 4.4k 53.49
2019-09-30 $202k 4.0k 51.00
2019-06-30 $201k 4.0k 50.74
2018-12-31 $216k 4.1k 53.23
2018-09-30 $216k 4.1k 53.23
2018-06-30 $214k 4.1k 52.63
2018-03-31 $220k 4.0k 54.97
2017-12-31 $213k 3.8k 55.67
2017-09-30 $208k 3.8k 54.36
2017-06-30 $204k 3.9k 51.83
2017-03-31 $220k 4.4k 49.79
2016-12-31 $202k 4.3k 46.47
2016-09-30 $208k 4.4k 47.13
2016-06-30 $202k 4.5k 44.79
2016-03-31 $212k 4.6k 45.77
2015-12-31 $213k 4.6k 46.56
2015-09-30 $208k 4.6k 45.46
2015-06-30 $233k 4.6k 50.93
2015-03-31 $237k 7.6k 31.29
2014-12-31 $230k 4.6k 49.61

More positions owned by McNamara Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for McNamara Financial Services

Top funds holding WisdomTree DEFA

Frank. Day
Wealth Enhancement Advisory Services
Legacy Financial Advisors
Bank of America Corporation
Wells Fargo & Company
UBS Group
ValMark Advisers
Moller Financial Services
Mission Wealth Management
DB Wealth Management Group
Citadel Advisors
Raymond James Financial Services Advisors
HBK Sorce Advisory
JFS Wealth Advisors
Advisor Group Holdings

View all funds holding WisdomTree DEFA