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WisdomTree DEFA shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 48k 54.80
2023-12-31 $2.5M 47k 52.51
2023-09-30 $2.1M 44k 48.35
2023-06-30 $2.1M 42k 50.03
2023-03-31 $2.2M 44k 49.73
2022-12-31 $2.0M 44k 47.04
2022-09-30 $1.5M 37k 40.15
2022-06-30 $1.9M 41k 45.44
2022-03-31 $2.1M 40k 52.75
2021-12-31 $2.1M 39k 54.08