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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.0M | $55M | 0% | Jun 2024 |
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| LPL Financial | 741k | $43M | -7% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 426k | $23M | 11% | Jun 2024 |
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| LRI Investments | 391k | $21M | -2% | Sep 2024 |
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| Legacy Financial Advisors | 377k | $20M | -5% | Jun 2024 |
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| Bank of America Corporation | 345k | $20M | 3% | Sep 2024 |
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| Wells Fargo & Company | 271k | $16M | -5% | Sep 2024 |
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| ValMark Advisers | 182k | $11M | 46% | Sep 2024 |
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| Moller Financial Services | 117k | $6.7M | -3% | Sep 2024 |
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| Envestnet Asset Management | 83k | $4.8M | 2% | Sep 2024 |
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| JFS Wealth Advisors | 79k | $4.6M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 79k | $4.5M | -2% | Sep 2024 |
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| Mission Wealth Management | 78k | $4.5M | -6% | Sep 2024 |
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| Tobias Financial Advisors | 64k | $3.7M | -1% | Sep 2024 |
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| HBK Sorce Advisory | 60k | $3.5M | 0% | Sep 2024 |
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| CFG Asset Management | 60k | $3.4M | 0% | Sep 2024 |
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| Susquehanna International | 53k | $3.1M | -3% | Sep 2024 |
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| Shakespeare Wealth Management | 53k | $3.0M | -88% | Sep 2024 |
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| Smallwood Wealth Investment Management | 52k | $3.0M | 4% | Sep 2024 |
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| Sei Investments | 48k | $2.7M | -5% | Sep 2024 |
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| CIBC World Markets | 46k | $2.6M | 2% | Sep 2024 |
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| National Asset Management | 45k | $2.6M | -8% | Sep 2024 |
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| Cetera Investment Advisers | 45k | $2.4M | 21% | Jun 2024 |
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| Key FInancial | 44k | $2.5M | 10% | Sep 2024 |
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| Advisor OS | 37k | $2.2M | 11% | Sep 2024 |
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| Thrive Capital Management | 36k | $2.1M | -10% | Sep 2024 |
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| Advisor Group Holdings | 33k | $1.9M | -56% | Sep 2024 |
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| Pinnacle Wealth Planning Services | 31k | $1.8M | -3% | Sep 2024 |
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| Janney Montgomery Scott | 30k | $1.7M | 0% | Sep 2024 |
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| Raymond James & Associates | 30k | $1.7M | 0% | Sep 2024 |
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| Brightwater Advisory | 29k | $1.7M | -37% | Sep 2024 |
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| Robertson Stephens Wealth Management | 29k | $1.7M | 100% | Sep 2024 |
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| Kestra Advisory Services | 29k | $1.6M | 11% | Sep 2024 |
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| Merit Financial Group | 28k | $1.6M | 2% | Sep 2024 |
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| Creative Planning | 27k | $1.6M | 9% | Sep 2024 |
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| Courier Capital Corp | 26k | $1.5M | -2% | Sep 2024 |
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| Jane Street | 25k | $1.4M | -65% | Sep 2024 |
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| Plimoth Trust | 24k | $1.4M | -3% | Sep 2024 |
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| Brian McDonald | 23k | $1.3M | 0% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 23k | $1.2M | 210% | Jun 2024 |
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| Geneos Wealth Management | 22k | $1.2M | 12% | Jun 2024 |
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| Royal Bank of Canada | 21k | $1.2M | 4% | Sep 2024 |
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| Cambridge Investment Research Advisors | 21k | $1.2M | 1% | Sep 2024 |
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| Jpmorgan Chase & Co | 18k | $1.1M | 56% | Sep 2024 |
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| Perennial Investment Advisors | 18k | $946k | -22% | Jun 2024 |
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| Frazier Financial Advisors | 17k | $982k | -4% | Sep 2024 |
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| Oarsman Capital | 17k | $979k | -10% | Sep 2024 |
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| Stratos Wealth Advisors | 17k | $978k | 10% | Sep 2024 |
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| Octavia Wealth Advisors | 17k | $973k | -18% | Sep 2024 |
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| Beacon Financial | 16k | $917k | -3% | Sep 2024 |
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| McLean Asset Management Corp | 16k | $895k | -2% | Sep 2024 |
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| Stifel Financial | 16k | $842k | -8% | Jun 2024 |
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| ProVise Management Group | 16k | $890k | -2% | Sep 2024 |
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| Davenport & Co | 15k | $880k | -2% | Sep 2024 |
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| HighTower Advisors | 15k | $804k | 1% | Jun 2024 |
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| Falcon Wealth Planning | 14k | $815k | 1% | Sep 2024 |
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| Change Path | 13k | $759k | 100% | Sep 2024 |
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| Modera Wealth Management | 12k | $684k | -5% | Sep 2024 |
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| Kmg Fiduciary Partners | 11k | $648k | 0% | Sep 2024 |
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| Commonwealth Equity Services | 10k | $586k | -23% | Sep 2024 |
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| Steward Partners Investment Advisory | 9.3k | $502k | 0% | Jun 2024 |
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| Kingsview Wealth Management | 9.2k | $532k | 0% | Sep 2024 |
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| Pinnacle Financial Group, LLC / IL | 7.5k | $433k | 0% | Sep 2024 |
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| Litman Gregory Asset Management | 7.0k | $403k | 0% | Sep 2024 |
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| Allen Capital Group | 6.9k | $395k | 0% | Sep 2024 |
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| Cape Ann Savings Bank | 6.8k | $391k | 0% | Sep 2024 |
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| Pnc Financial Services | 6.5k | $371k | 0% | Sep 2024 |
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| Integrys Wealth Advisors | 6.0k | $345k | 0% | Sep 2024 |
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| Trust Company of Virginia | 5.8k | $333k | 0% | Sep 2024 |
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| Howard Wealth Management | 5.6k | $323k | 0% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 5.4k | $311k | -1% | Sep 2024 |
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| McNamara Financial Services | 5.2k | $298k | 0% | Sep 2024 |
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| Gladstone Institutional Advisory | 4.9k | $282k | -29% | Sep 2024 |
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| Gyl Financial Synergies | 4.7k | $271k | 3% | Sep 2024 |
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| New World Advisors | 4.5k | $256k | 7% | Sep 2024 |
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| Philip James Wealth Mangement | 4.3k | $249k | 100% | Sep 2024 |
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| Greylin Investment Management | 4.3k | $232k | 0% | Jun 2024 |
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| JTC Employer Solutions Trustee | 4.2k | $243k | 0% | Sep 2024 |
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| Regimen Wealth | 4.2k | $226k | -21% | Jun 2024 |
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| New Perspectives | 4.2k | $240k | 0% | Sep 2024 |
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| Citadel Advisors | 4.2k | $240k | -50% | Sep 2024 |
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| Viewpoint Capital Management | 4.1k | $220k | 0% | Jun 2024 |
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| Valley National Advisers | 4.0k | $231k | 0% | Sep 2024 |
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| Sentinel Pension Advisors | 3.8k | $220k | -8% | Sep 2024 |
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| A.N. Culbertson & Company | 3.7k | $213k | 100% | Sep 2024 |
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| Nbc Securities | 3.3k | $187k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $157k | 28% | Sep 2024 |
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| Huntington National Bank | 2.6k | $150k | 0% | Sep 2024 |
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| Independence Bank of Kentucky | 2.4k | $139k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 2.1k | $122k | 100% | Sep 2024 |
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| Aptus Capital Advisors | 1.7k | $95k | 0% | Sep 2024 |
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| Signature | 1.1k | $62k | 0% | Sep 2024 |
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| Ancora Advisors | 1.0k | $58k | -6% | Sep 2024 |
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| Spire Wealth Management | 975.00 | $56k | 0% | Sep 2024 |
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| Tidemark | 783.00 | $45k | 0% | Sep 2024 |
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| Harwood Advisory | 762.00 | $44k | 100% | Sep 2024 |
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| O'shaughnessy Asset Management | 687.00 | $39k | 0% | Sep 2024 |
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| Creative Capital Management Investments | 539.00 | $31k | 0% | Sep 2024 |
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| McIlrath & Eck | 497.00 | $29k | 2% | Sep 2024 |
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| Beacon Capital Management | 384.00 | $22k | 0% | Sep 2024 |
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| Financial Freedom | 378.00 | $22k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 374.00 | $22k | 1% | Sep 2024 |
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| EverSource Wealth Advisors | 325.00 | $19k | 0% | Sep 2024 |
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| Winch Advisory Services | 251.00 | $15k | 100% | Sep 2024 |
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| Rothschild Investment | 235.00 | $14k | 0% | Sep 2024 |
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| ICA Group Wealth Management | 211.00 | $11k | -87% | Jun 2024 |
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| IFP Advisors | 148.00 | $8.0k | 0% | Jun 2024 |
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| Bogart Wealth | 133.00 | $7.7k | 0% | Sep 2024 |
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| Creative Financial Designs | 124.00 | $7.1k | -26% | Sep 2024 |
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| William Blair $ Company | 120.00 | $6.9k | 0% | Sep 2024 |
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| Principal Securities | 115.00 | $6.6k | 0% | Sep 2024 |
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| Harbour Investments | 115.00 | $6.6k | 0% | Sep 2024 |
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| CWM | 90.00 | $5.0k | 0% | Sep 2024 |
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| Global Retirement Partners | 66.00 | $3.8k | 0% | Sep 2024 |
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| Tower Research Capital | 3.00 | $161.000100 | 0% | Jun 2024 |
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Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2024 | 86k | $4.6M |
| Old Mission Capital | Mar 2024 | 45k | $2.4M |
| Mariner Wealth Advisors | Jun 2024 | 17k | $930k |
| Private Advisor | Jun 2024 | 9.3k | $499k |
| Up Strategic Wealth Investment Advisors | Mar 2024 | 5.0k | $274k |
| Signature Estate and Investment Advisors | Jun 2024 | 4.9k | $265k |
| Great Valley Advisor Group | Jun 2024 | 4.8k | $258k |
| Financial Gravity Wealth | Mar 2024 | 260.00 | $14k |
| Mather Group | Jun 2024 | 200.00 | $11k |
| Strategic Investment Solutions | Jun 2024 | 125.00 | $6.6k |
| Qube Research & Technologies | Mar 2024 | 66.00 | $3.6k |
| Carolinas Wealth Consulting | Jun 2024 | 28.00 | $1.5k |
| Opal Wealth Advisors | Jun 2024 | 17.00 | $913.999900 |