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 |
|---|---|---|---|---|---|
| LPL Financial | 477k | $33M | -2% | Dec 2025 |
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| Wells Fargo & Company | 403k | $28M | 20% | Dec 2025 |
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| LRI Investments | 387k | $27M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 332k | $23M | 9% | Dec 2025 |
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| ValMark Advisers | 308k | $21M | 1% | Dec 2025 |
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| UBS Group | 180k | $12M | 5% | Dec 2025 |
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| Envestnet Asset Management | 131k | $9.0M | 203% | Dec 2025 |
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| Kestra Advisory Services | 129k | $8.9M | -1% | Dec 2025 |
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| Moller Financial Services | 103k | $7.1M | 0% | Dec 2025 |
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| Mml Investors Services | 89k | $6.1M | 100% | Dec 2025 |
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| Raymond James Financial | 88k | $6.0M | 2% | Dec 2025 |
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| Ameriprise Financial | 81k | $5.6M | 1957% | Dec 2025 |
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| Cetera Investment Advisers | 80k | $5.5M | -2% | Dec 2025 |
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| CFG Asset Management | 74k | $5.1M | 10% | Dec 2025 |
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| JFS Wealth Advisors | 72k | $4.9M | -3% | Dec 2025 |
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| Key FInancial | 60k | $4.1M | 9% | Dec 2025 |
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| Mission Wealth Management | 58k | $4.0M | -2% | Dec 2025 |
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| Smallwood Wealth Investment Management | 57k | $3.9M | -6% | Dec 2025 |
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| HBK Sorce Advisory | 54k | $4.0M | 0% | Dec 2025 |
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| Tobias Financial Advisors | 53k | $3.6M | -6% | Dec 2025 |
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| CIBC World Markets | 52k | $3.6M | 2% | Dec 2025 |
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| Merit Financial Group | 47k | $3.3M | 0% | Dec 2025 |
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| Envision Financial | 47k | $3.3M | -6% | Dec 2025 |
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| Sei Investments | 42k | $2.9M | -2% | Dec 2025 |
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| Flow Traders US | 34k | $2.3M | 97% | Dec 2025 |
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| Advisor Group Holdings | 33k | $2.3M | 4% | Dec 2025 |
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| Janney Montgomery Scott | 30k | $2.1M | 0% | Dec 2025 |
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| Shakespeare Wealth Management | 28k | $2.0M | -1% | Dec 2025 |
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| Creative Planning | 28k | $1.9M | 1% | Dec 2025 |
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| Courier Capital Corp | 27k | $1.8M | 0% | Dec 2025 |
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| Geneos Wealth Management | 26k | $1.8M | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 24k | $1.7M | 0% | Dec 2025 |
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| Plimoth Trust | 24k | $1.6M | 0% | Dec 2025 |
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| Stratos Wealth Advisors | 21k | $1.5M | -9% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 19k | $1.3M | -7% | Dec 2025 |
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| Royal Bank of Canada | 18k | $1.2M | -11% | Sep 2025 |
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| Frazier Financial Advisors | 17k | $1.2M | -1% | Dec 2025 |
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| Kondo Wealth Advisors | 16k | $1.1M | -7% | Dec 2025 |
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| Colony | 16k | $1.1M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 15k | $1.0M | -23% | Dec 2025 |
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| Commonwealth Equity Services | 15k | $1.0M | -6% | Dec 2025 |
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| ProVise Management Group | 15k | $1.0M | -1% | Dec 2025 |
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| Robertson Stephens Wealth Management | 15k | $998k | 0% | Dec 2025 |
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| Davenport & Co | 14k | $975k | -5% | Dec 2025 |
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| Octavia Wealth Advisors | 14k | $950k | -11% | Dec 2025 |
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| Stifel Financial | 14k | $942k | 3% | Dec 2025 |
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| Kmg Fiduciary Partners | 13k | $896k | 1% | Dec 2025 |
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| Thrive Capital Management | 13k | $884k | -18% | Dec 2025 |
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| OneAscent Financial Services | 13k | $881k | 34% | Dec 2025 |
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| HighTower Advisors | 13k | $874k | 7% | Dec 2025 |
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| Intrua Financial | 13k | $869k | 3% | Dec 2025 |
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| Brian McDonald | 13k | $862k | -45% | Dec 2025 |
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| Jpmorgan Chase & Co | 12k | $798k | 100% | Sep 2025 |
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| Modera Wealth Management | 12k | $817k | 0% | Dec 2025 |
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| Falcon Wealth Planning | 12k | $798k | 1% | Dec 2025 |
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| Brightwater Advisory | 12k | $789k | -2% | Dec 2025 |
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| Oarsman Capital | 11k | $783k | -11% | Dec 2025 |
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| Jane Street | 11k | $740k | -30% | Dec 2025 |
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| Steward Partners Investment Advisory | 9.4k | $647k | 0% | Dec 2025 |
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| Kingsview Wealth Management | 9.2k | $635k | 0% | Dec 2025 |
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| Beacon Financial | 8.6k | $567k | -12% | Sep 2025 |
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| Rockefeller Capital Management | 8.5k | $584k | -14% | Dec 2025 |
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| Jones Financial Companies, L.L | 7.2k | $493k | 3% | Dec 2025 |
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| Kestra Private Wealth Services | 7.2k | $492k | 50% | Dec 2025 |
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| Litman Gregory Asset Management | 7.0k | $481k | 0% | Dec 2025 |
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| Allen Capital Group | 6.9k | $472k | 0% | Dec 2025 |
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| Cape Ann Savings Bank | 6.8k | $467k | 0% | Dec 2025 |
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| Pnc Financial Services | 6.5k | $444k | 0% | Dec 2025 |
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| Integrys Wealth Advisors | 6.2k | $429k | 4% | Dec 2025 |
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| Pinnacle Financial Group, LLC / IL | 6.0k | $411k | 0% | Dec 2025 |
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| Trust Company of Virginia | 5.8k | $398k | 0% | Dec 2025 |
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| New World Advisors | 5.7k | $392k | 1% | Dec 2025 |
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| Howard Wealth Management | 5.6k | $386k | 0% | Dec 2025 |
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| Global Retirement Partners | 5.3k | $367k | 7988% | Dec 2025 |
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| Private Advisor | 5.2k | $358k | 49% | Dec 2025 |
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| Goss Wealth Management | 5.1k | $352k | 1% | Dec 2025 |
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| Arlington Financial Advisors | 4.9k | $336k | 0% | Dec 2025 |
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| McNamara Financial Services | 4.7k | $325k | -3% | Dec 2025 |
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| Rockbridge Investment Management, LCC | 4.7k | $323k | -9% | Dec 2025 |
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| Regimen Wealth | 4.5k | $311k | 1% | Dec 2025 |
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| CWM | 4.4k | $305k | 0% | Dec 2025 |
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| JTC Employer Solutions Trustee | 4.2k | $291k | 0% | Dec 2025 |
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| New Perspectives | 4.2k | $287k | 0% | Dec 2025 |
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| Viewpoint Capital Management | 4.1k | $282k | 0% | Dec 2025 |
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| Valley National Advisers | 4.0k | $276k | 100% | Dec 2025 |
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| Sanctuary Advisors | 3.9k | $266k | -1% | Dec 2025 |
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| Ohe Financial | 3.7k | $257k | 100% | Dec 2025 |
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| Duncan Williams Asset Management | 3.7k | $271k | 14% | Dec 2025 |
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| A.N. Culbertson & Company | 3.7k | $254k | 0% | Dec 2025 |
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| Ubs Global Asset Management Americas | 3.4k | $234k | 100% | Dec 2025 |
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| 4wealth Advisors | 3.4k | $231k | 0% | Dec 2025 |
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| Pathstone Holdings | 3.2k | $222k | 0% | Dec 2025 |
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| American Trust | 3.1k | $216k | 2% | Dec 2025 |
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| Nbc Securities | 3.0k | $205k | 6% | Dec 2025 |
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| Independence Bank of Kentucky | 2.4k | $166k | 0% | Dec 2025 |
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| FMR | 2.2k | $148k | -4% | Sep 2025 |
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| William Blair $ Company | 2.1k | $137k | 0% | Sep 2025 |
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| Huntington National Bank | 1.8k | $123k | -32% | Dec 2025 |
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| MAI Wealth Advisors | 1.7k | $120k | 11% | Dec 2025 |
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| Aptus Capital Advisors | 1.7k | $114k | 0% | Dec 2025 |
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| WPG Advisers | 1.1k | $76k | 0% | Dec 2025 |
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| Ancora Advisors | 1.0k | $69k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 822.00 | $57k | 0% | Dec 2025 |
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| Westside Investment Management | 816.00 | $56k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 793.00 | $55k | 0% | Dec 2025 |
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| Tidemark | 783.00 | $54k | 0% | Dec 2025 |
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| Creative Capital Management Investments | 539.00 | $37k | 0% | Dec 2025 |
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| IFP Advisors | 510.00 | $35k | 0% | Dec 2025 |
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| AE Wealth Management | 428.00 | $29k | 0% | Dec 2025 |
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| Financial Freedom | 378.00 | $26k | 0% | Dec 2025 |
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| Private Trust Co Na | 338.00 | $23k | -12% | Dec 2025 |
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| EverSource Wealth Advisors | 325.00 | $22k | 0% | Dec 2025 |
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| Lowe fs | 320.00 | $21k | 0% | Sep 2025 |
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| Harbour Investments | 154.00 | $11k | 0% | Dec 2025 |
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| Root Financial Partners | 116.00 | $8.0k | 0% | Dec 2025 |
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| Abound Wealth Management | 113.00 | $7.8k | 0% | Dec 2025 |
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| Rothschild Investment | 35.00 | $2.4k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 34.00 | $2.3k | 112% | Dec 2025 |
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| SHP Wealth Management | 30.00 | $2.1k | 100% | Dec 2025 |
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| Lowe, Brockenbrough & Company | 1.00 | $38.000000 | 0% | Dec 2025 |
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| Tower Research Capital | 1.00 | $69.000000 | 0% | Dec 2025 |
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Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| National Asset Management | Jun 2025 | 18k | $1.1M |
| Buckingham Strategic Partners | Sep 2025 | 4.2k | $280k |
| Advisory Services Network | Sep 2025 | 1.2k | $80k |
| Integrated Wealth Concepts | Sep 2025 | 1.0k | $67k |
| Sontag Advisory | Sep 2025 | 258.00 | $17k |
| Bogart Wealth | Sep 2025 | 133.00 | $8.8k |
| Principal Securities | Sep 2025 | 115.00 | $7.6k |
| Ameritas Advisory Services | Sep 2025 | 91.00 | $6.0k |
| Financial Consulate | Sep 2025 | 82.00 | $5.4k |
| Wealth Watch Advisors | Sep 2025 | 79.00 | $5.2k |