Who owns WisdomTree DEFA?

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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
Frank. Day 380k $15M 61% Sep 2022
Octavia Wealth Advisors 312k $13M 104% Sep 2022
UBS Group 298k $12M -17% Sep 2022
Falcon Wealth Planning 175k $8.2M 6% Dec 2022
Moller Financial Services 129k $6.1M -14% Dec 2022
Pinnacle Wealth Planning Services 127k $5.1M -17% Sep 2022
Mission Wealth Management 121k $5.7M -18% Dec 2022
Raymond James Financial Services Advisors 118k $4.8M 9% Sep 2022
Envestnet Asset Management 110k $4.4M 102% Sep 2022
Thrive Capital Management 96k $3.9M 9% Sep 2022
Royal Bank of Canada 92k $3.7M 100% Sep 2022

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ValMark Advisers 90k $3.6M 6% Sep 2022
AE Wealth Management 83k $3.9M -14% Dec 2022
JFS Wealth Advisors 68k $2.7M 1% Sep 2022
Raymond James & Associates 62k $2.5M -1% Sep 2022
Jane Street 55k $2.2M 100% Sep 2022
CFG Asset Management 48k $1.9M 4% Sep 2022
Private Advisor 47k $1.9M -40% Sep 2022
National Asset Management 46k $1.8M 100% Sep 2022
Flagship Harbor Advisors 43k $2.0M 25% Dec 2022
Creative Planning 39k $1.6M -2% Sep 2022
CIBC World Markets 39k $1.5M 0% Sep 2022
ProVise Management Group 33k $1.3M -16% Sep 2022
Beacon Financial 33k $1.3M 0% Sep 2022
IFP Advisors 31k $1.7M 10% Sep 2022
Key FInancial 31k $1.2M 0% Dec 2022
Janney Montgomery Scott 30k $1.4M -4% Dec 2022
Ford Financial Group 30k $1.2M 36% Sep 2022
Plimoth Trust 30k $1.2M -3% Sep 2022
Cambridge Investment Research Advisors 29k $1.2M -33% Sep 2022
My Legacy Advisors 28k $1.1M 40% Sep 2022
Courier Capital Corp 27k $1.3M -1% Dec 2022
Merit Financial Group 25k $1.2M -3% Dec 2022
Oarsman Capital 23k $922k -6% Sep 2022
HighTower Advisors 22k $873k -2% Sep 2022
Davenport & Co 21k $980k 1% Dec 2022
Strategic Wealth Advisors 19k $750k 100% Sep 2022
Csenge Advisory Group 18k $731k 100% Sep 2022
Sculati Wealth Management 17k $675k 0% Sep 2022
McLean Asset Management Corp 16k $655k -5% Sep 2022
Parsec Financial Management 15k $590k -29% Sep 2022
First Republic Investment Management 13k $502k 3% Sep 2022
Kmg Fiduciary Partners 11k $494k 1% Dec 2022
Lincoln National 11k $420k 6% Sep 2022
Stratos Wealth Advisors 10k $402k 100% Sep 2022
Melone Private Wealth 9.9k $408k -2% Sep 2022
Steward Partners Investment Advisory 9.8k $393k -1% Sep 2022
Pinnacle Financial Group, LLC / IL 9.5k $382k 0% Sep 2022
Kingsview Wealth Management 9.2k $371k 0% Sep 2022
Gladstone Institutional Advisory 9.0k $425k 3% Dec 2022
IHT Wealth Management 7.9k $318k 100% Sep 2022
Wiley Bros.-aintree Capital 7.4k $349k 0% Dec 2022
Litman Gregory Asset Management 7.0k $329k 0% Dec 2022
Signature Estate and Investment Advisors 7.0k $336k -58% Dec 2022
Trust Company of Virginia 6.9k $325k -6% Dec 2022
Geneos Wealth Management 6.8k $320k 604% Dec 2022
Integrys Wealth Advisors 6.5k $261k 0% Sep 2022
Pnc Financial Services 6.5k $258k 0% Sep 2022
TNF 6.2k $249k -14% Sep 2022
Benedetti & Gucer 6.1k $287k 0% Dec 2022
Mercer Global Advisors 6.0k $242k 100% Sep 2022
Kestra Advisory Services 5.4k $256k 3% Dec 2022
A.N. Culbertson & Company 5.4k $252k -23% Dec 2022
Rockefeller Capital Management 5.0k $199k -2% Sep 2022
Howard Wealth Management 4.7k $219k 100% Dec 2022
Greylin Investment Management 4.3k $203k 100% Dec 2022
JTC Employer Solutions Trustee 4.2k $199k 0% Dec 2022
Viewpoint Capital Management 4.1k $165k 0% Sep 2022
Valley National Advisers 4.0k $197k 0% Dec 2022
William Blair $ Company 2.6k $104k 0% Sep 2022
Independence Bank of Kentucky 2.4k $114k 0% Dec 2022
Money Concepts Capital Corp 2.2k $87k 9% Sep 2022
Syverson Strege & Co 1.9k $78k -13% Sep 2022
Huntington National Bank 1.6k $66k 0% Sep 2022
Creative Financial Designs 1.5k $70k -9% Dec 2022
Signature 1.1k $50k 0% Dec 2022
Bell Investment Advisors 1.1k $42k -2% Sep 2022
Fifth Third Bancorp 1.0k $48k 100% Dec 2022
Almanack Investment Partners 770.00 $31k 100% Sep 2022
Global Retirement Partners 596.00 $25k -7% Sep 2022
Hanson McClain Advisors 556.00 $26k 1% Dec 2022
CWM 500.00 $24k 0% Dec 2022
Beacon Capital Management 384.00 $18k 0% Dec 2022
Parkside Financial Bank & Trust 217.00 $9.0k 0% Sep 2022
TSFG 180.00 $7.0k 0% Sep 2022
Bogart Wealth 133.00 $5.0k 0% Sep 2022
FMR 124.00 $5.0k -19% Sep 2022
Harbour Investments 115.00 $5.0k 0% Sep 2022
Private Trust Co Na 67.00 $3.0k 0% Dec 2022
Evoke Wealth 15.00 $1.0k 100% Sep 2022
Tower Research Capital 8.00 $0 100% Sep 2022

Who sold out of WisdomTree DEFA?

Fund or Company Name Date Sold Shares Held Valued At
Coulter & Justus Financial Services Jun 2022 13k $591k
Fiduciary Trust Company Jun 2022 8.4k $379k
Modera Wealth Management Jun 2022 8.3k $377k
Allen Capital Group Sep 2022 6.9k $276k
Sentinel Pension Advisors Jun 2022 5.0k $226k
McNamara Financial Services Jun 2022 4.9k $221k
Encore Bank Na Jun 2022 4.5k $206k
Prospera Financial Services Jun 2022 576.00 $26k
Aspire Wealth Management Corp Jun 2022 534.00 $24k
Tortoise Investment Management Sep 2022 500.00 $20k
GoalVest Advisory Sep 2022 90.00 $4.0k
TCI Wealth Advisors Jun 2022 82.00 $4.0k