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 | $65M | 100% | Jun 2025 |
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| LPL Financial | 484k | $32M | -8% | Sep 2025 |
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| LRI Investments | 387k | $26M | 0% | Sep 2025 |
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| Wells Fargo & Company | 337k | $22M | 3% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 305k | $20M | -3% | Sep 2025 |
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| ValMark Advisers | 305k | $20M | 1% | Sep 2025 |
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| UBS Group | 171k | $11M | 0% | Sep 2025 |
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| Kestra Advisory Services | 131k | $8.7M | 11% | Sep 2025 |
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| Moller Financial Services | 103k | $6.8M | -3% | Sep 2025 |
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| Raymond James Financial | 86k | $5.7M | 2% | Sep 2025 |
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| Cetera Investment Advisers | 81k | $5.4M | 27% | Sep 2025 |
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| JFS Wealth Advisors | 74k | $4.9M | 0% | Sep 2025 |
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| CFG Asset Management | 67k | $4.4M | 1% | Sep 2025 |
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| Smallwood Wealth Investment Management | 61k | $4.0M | 4% | Sep 2025 |
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| Mission Wealth Management | 59k | $3.9M | -1% | Sep 2025 |
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| Tobias Financial Advisors | 56k | $3.7M | -3% | Sep 2025 |
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| Key FInancial | 56k | $3.7M | 4% | Sep 2025 |
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| HBK Sorce Advisory | 54k | $3.6M | -1% | Sep 2025 |
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| CIBC World Markets | 51k | $3.4M | 5% | Sep 2025 |
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| Envision Financial | 50k | $3.3M | -5% | Sep 2025 |
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| Merit Financial Group | 47k | $3.1M | 1% | Sep 2025 |
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| Envestnet Asset Management | 43k | $2.9M | -4% | Sep 2025 |
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| Sei Investments | 42k | $2.8M | -2% | Sep 2025 |
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| Advisor Group Holdings | 32k | $2.1M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 30k | $2.0M | 0% | Sep 2025 |
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| Shakespeare Wealth Management | 29k | $1.9M | -3% | Sep 2025 |
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| Creative Planning | 27k | $1.8M | 0% | Sep 2025 |
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| Courier Capital Corp | 27k | $1.8M | 0% | Sep 2025 |
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| Geneos Wealth Management | 26k | $1.7M | -1% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 24k | $1.6M | 0% | Sep 2025 |
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| Plimoth Trust | 24k | $1.6M | 0% | Sep 2025 |
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| Stratos Wealth Advisors | 23k | $1.5M | 9% | Sep 2025 |
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| Brian McDonald | 23k | $1.5M | 3% | Sep 2025 |
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| Pinnacle Wealth Planning Services | 21k | $1.4M | -8% | Sep 2025 |
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| Cambridge Investment Research Advisors | 20k | $1.3M | 4% | Sep 2025 |
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| Royal Bank of Canada | 18k | $1.2M | -11% | Sep 2025 |
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| Frazier Financial Advisors | 18k | $1.2M | 7% | Sep 2025 |
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| Kondo Wealth Advisors | 17k | $1.1M | 0% | Sep 2025 |
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| Flow Traders US | 17k | $1.1M | -68% | Sep 2025 |
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| Colony | 16k | $1.0M | 225% | Sep 2025 |
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| Thrive Capital Management | 16k | $1.0M | -9% | Sep 2025 |
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| Commonwealth Equity Services | 16k | $1.0M | 5% | Sep 2025 |
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| Octavia Wealth Advisors | 16k | $1.0M | 3% | Sep 2025 |
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| Jane Street | 16k | $1.0M | 100% | Sep 2025 |
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| Davenport & Co | 15k | $987k | 3% | Sep 2025 |
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| ProVise Management Group | 15k | $978k | 0% | Sep 2025 |
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| Robertson Stephens Wealth Management | 15k | $961k | -11% | Sep 2025 |
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| Stifel Financial | 13k | $879k | -13% | Sep 2025 |
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| Kmg Fiduciary Partners | 13k | $857k | 3% | Sep 2025 |
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| Oarsman Capital | 13k | $845k | -3% | Sep 2025 |
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| Intrua Financial | 12k | $812k | 3% | Sep 2025 |
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| Jpmorgan Chase & Co | 12k | $798k | -20% | Sep 2025 |
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| Modera Wealth Management | 12k | $787k | 0% | Sep 2025 |
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| HighTower Advisors | 12k | $785k | -2% | Sep 2025 |
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| Brightwater Advisory | 12k | $773k | -3% | Sep 2025 |
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| Falcon Wealth Planning | 12k | $761k | -1% | Sep 2025 |
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| Rockefeller Capital Management | 9.9k | $657k | 100% | Sep 2025 |
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| OneAscent Financial Services | 9.5k | $632k | 27% | Sep 2025 |
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| Steward Partners Investment Advisory | 9.4k | $623k | 1% | Sep 2025 |
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| Kingsview Wealth Management | 9.2k | $611k | 0% | Sep 2025 |
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| Beacon Financial | 8.6k | $567k | -12% | Sep 2025 |
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| Litman Gregory Asset Management | 7.0k | $464k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 7.0k | $458k | 6% | Sep 2025 |
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| Allen Capital Group | 6.9k | $455k | 0% | Sep 2025 |
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| Cape Ann Savings Bank | 6.8k | $450k | 0% | Sep 2025 |
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| Pnc Financial Services | 6.5k | $427k | 0% | Sep 2025 |
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| Integrys Wealth Advisors | 6.0k | $345k | -3% | Sep 2025 |
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| Pinnacle Financial Group, LLC / IL | 6.0k | $395k | 0% | Sep 2025 |
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| Trust Company of Virginia | 5.8k | $383k | 0% | Sep 2025 |
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| New World Advisors | 5.7k | $375k | 0% | Sep 2025 |
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| Howard Wealth Management | 5.6k | $372k | 0% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 5.2k | $342k | -1% | Sep 2025 |
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| Goss Wealth Management | 5.1k | $337k | 7615% | Sep 2025 |
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| Arlington Financial Advisors | 4.9k | $324k | 0% | Sep 2025 |
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| McNamara Financial Services | 4.8k | $321k | 0% | Sep 2025 |
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| Kestra Private Wealth Services | 4.8k | $316k | 12% | Sep 2025 |
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| Regimen Wealth | 4.5k | $297k | 0% | Sep 2025 |
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| CWM | 4.4k | $292k | 0% | Sep 2025 |
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| JTC Employer Solutions Trustee | 4.2k | $280k | 0% | Sep 2025 |
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| New Perspectives | 4.2k | $277k | 0% | Sep 2025 |
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| Buckingham Strategic Partners | 4.2k | $280k | 100% | Sep 2025 |
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| Viewpoint Capital Management | 4.1k | $272k | 0% | Sep 2025 |
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| Ameriprise Financial | 3.9k | $260k | 5% | Sep 2025 |
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| A.N. Culbertson & Company | 3.7k | $245k | 0% | Sep 2025 |
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| Private Advisor | 3.5k | $231k | 100% | Sep 2025 |
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| 4wealth Advisors | 3.4k | $222k | -3% | Sep 2025 |
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| Duncan Williams Asset Management | 3.3k | $217k | 100% | Sep 2025 |
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| Pathstone Holdings | 3.2k | $214k | 0% | Sep 2025 |
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| American Trust | 3.1k | $204k | 100% | Sep 2025 |
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| Nbc Securities | 2.8k | $186k | 0% | Sep 2025 |
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| Huntington National Bank | 2.6k | $175k | 0% | Sep 2025 |
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| Independence Bank of Kentucky | 2.4k | $160k | 0% | Sep 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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| Aptus Capital Advisors | 1.7k | $109k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 1.6k | $104k | 0% | Sep 2025 |
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| Advisory Services Network | 1.2k | $80k | 100% | Sep 2025 |
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| WPG Advisers | 1.1k | $73k | 100% | Sep 2025 |
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| Integrated Wealth Concepts | 1.0k | $67k | 100% | Sep 2025 |
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| Ancora Advisors | 1.0k | $66k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 822.00 | $54k | 0% | Sep 2025 |
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| Westside Investment Management | 816.00 | $54k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 793.00 | $53k | 0% | Sep 2025 |
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| Tidemark | 783.00 | $52k | 0% | Sep 2025 |
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| Creative Capital Management Investments | 539.00 | $36k | 0% | Sep 2025 |
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| IFP Advisors | 511.00 | $34k | 1% | Sep 2025 |
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| AE Wealth Management | 428.00 | $28k | 0% | Sep 2025 |
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| Private Trust Co Na | 383.00 | $25k | 0% | Sep 2025 |
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| Financial Freedom | 378.00 | $25k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 325.00 | $22k | 0% | Sep 2025 |
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| Lowe fs | 320.00 | $21k | 0% | Sep 2025 |
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| Sontag Advisory | 258.00 | $17k | 100% | Sep 2025 |
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| Financial Gravity Companies | 246.00 | $16k | 100% | Jun 2025 |
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| Harbour Investments | 154.00 | $10k | 100% | Sep 2025 |
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| Bogart Wealth | 133.00 | $8.8k | 0% | Sep 2025 |
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| Root Financial Partners | 116.00 | $7.7k | 100% | Sep 2025 |
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| Principal Securities | 115.00 | $7.6k | 0% | Sep 2025 |
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| Abound Wealth Management | 113.00 | $7.5k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 91.00 | $6.0k | 1% | Sep 2025 |
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| Financial Consulate | 82.00 | $5.4k | 100% | Sep 2025 |
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| Wealth Watch Advisors | 79.00 | $5.2k | 100% | Sep 2025 |
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| Global Retirement Partners | 66.00 | $4.4k | 0% | Sep 2025 |
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| Rothschild Investment | 35.00 | $2.3k | -85% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 16.00 | $1.1k | -99% | Sep 2025 |
|
| Lowe, Brockenbrough & Company | 1.00 | $37.000000 | 0% | Sep 2025 |
|
| Tower Research Capital | 1.00 | $66.000000 | 0% | Sep 2025 |
|
Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| National Asset Management | Jun 2025 | 18k | $1.1M |
| Essex | Jun 2025 | 4.3k | $273k |
| Wedbush Morgan Securities | Jun 2025 | 4.0k | $255k |
| Valley National Advisers | Jun 2025 | 4.0k | $255k |
| Twin Peaks Wealth Advisors | Jun 2025 | 2.2k | $143k |
| Beacon Capital Management | Jun 2025 | 395.00 | $25k |
| Financial Gravity Wealth | Mar 2025 | 246.00 | $14k |
| Kiker Wealth Management | Jun 2025 | 63.00 | $4.0k |