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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Who bought or sold WisdomTree DEFA this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 1.1M | $52M | -5% | Sep 2023 |
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LPL Financial | 763k | $37M | 7% | Sep 2023 |
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Octavia Wealth Advisors | 485k | $26M | 3% | Dec 2023 |
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Shakespeare Wealth Management | 406k | $20M | 2% | Sep 2023 |
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Frank. Day | 402k | $21M | 10% | Dec 2023 |
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Legacy Financial Advisors | 367k | $19M | 3% | Dec 2023 |
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Wealth Enhancement Advisory Services | 364k | $19M | 1% | Dec 2023 |
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Bank of America Corporation | 315k | $17M | 1% | Dec 2023 |
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Wells Fargo & Company | 275k | $14M | 3% | Dec 2023 |
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UBS Group | 241k | $13M | -6% | Dec 2023 |
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Old Mission Capital | 172k | $8.3M | 136% | Sep 2023 |
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ValMark Advisers | 123k | $6.5M | 1% | Dec 2023 |
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Moller Financial Services | 121k | $6.4M | 0% | Dec 2023 |
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DB Wealth Management Group | 92k | $4.8M | 0% | Dec 2023 |
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Mission Wealth Management | 92k | $4.8M | -4% | Dec 2023 |
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Citadel Advisors | 89k | $4.7M | 1687% | Dec 2023 |
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Raymond James Financial Services Advisors | 85k | $4.5M | -9% | Dec 2023 |
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Tobias Financial Advisors | 85k | $4.1M | -58% | Sep 2023 |
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Envestnet Asset Management | 85k | $4.1M | -5% | Sep 2023 |
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JFS Wealth Advisors | 82k | $4.3M | -3% | Dec 2023 |
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HBK Sorce Advisory | 80k | $4.2M | -11% | Dec 2023 |
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Advisor Group Holdings | 74k | $3.9M | -3% | Dec 2023 |
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Raymond James & Associates | 60k | $3.2M | 1% | Dec 2023 |
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AE Wealth Management | 59k | $3.1M | -21% | Dec 2023 |
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Thrive Capital Management | 59k | $3.1M | -21% | Dec 2023 |
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National Asset Management | 52k | $2.7M | -23% | Dec 2023 |
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Sei Investments | 51k | $2.5M | -5% | Sep 2023 |
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Smallwood Wealth Investment Management | 47k | $2.5M | 8% | Dec 2023 |
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Flagship Harbor Advisors | 47k | $2.5M | 0% | Dec 2023 |
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CFG Asset Management | 44k | $2.3M | -15% | Dec 2023 |
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CIBC World Markets | 44k | $2.1M | 2% | Sep 2023 |
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Pinnacle Wealth Planning Services | 38k | $2.0M | -11% | Dec 2023 |
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Key FInancial | 35k | $1.9M | 0% | Dec 2023 |
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Susquehanna International | 35k | $1.7M | 585% | Sep 2023 |
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Janney Montgomery Scott | 30k | $1.6M | 0% | Dec 2023 |
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Jane Street | 29k | $1.5M | -33% | Dec 2023 |
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Creative Planning | 29k | $1.5M | -12% | Dec 2023 |
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Royal Bank of Canada | 28k | $1.5M | 10% | Dec 2023 |
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Perennial Investment Advisors | 27k | $1.3M | -1% | Sep 2023 |
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Courier Capital Corp | 27k | $1.4M | 0% | Dec 2023 |
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Merit Financial Group | 27k | $1.4M | -4% | Dec 2023 |
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Plimoth Trust | 26k | $1.4M | 1% | Dec 2023 |
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Advisor OS | 25k | $1.3M | 1% | Dec 2023 |
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HighTower Advisors | 24k | $1.3M | -12% | Dec 2023 |
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Brian McDonald | 24k | $1.2M | 100% | Sep 2023 |
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Cambridge Investment Research Advisors | 21k | $1.1M | -1% | Dec 2023 |
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Jpmorgan Chase & Co | 21k | $1.1M | 93% | Dec 2023 |
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Cetera Investment Advisers | 20k | $985k | -5% | Sep 2023 |
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ProVise Management Group | 20k | $1.1M | 0% | Dec 2023 |
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Beacon Financial | 20k | $1.1M | -1% | Dec 2023 |
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Flow Traders US | 20k | $1.1M | -80% | Dec 2023 |
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Davenport & Co | 20k | $1.0M | -2% | Dec 2023 |
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Oarsman Capital | 19k | $1.0M | -5% | Dec 2023 |
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Cullen Capital Management | 19k | $977k | 100% | Dec 2023 |
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Frazier Financial Advisors | 18k | $967k | 100% | Dec 2023 |
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Mariner Wealth Advisors | 18k | $964k | 2% | Dec 2023 |
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Stifel Financial | 17k | $893k | 0% | Dec 2023 |
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Geneos Wealth Management | 17k | $877k | 17% | Dec 2023 |
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McLean Asset Management Corp | 16k | $826k | -3% | Dec 2023 |
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Falcon Wealth Planning | 15k | $787k | -79% | Dec 2023 |
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Commonwealth Equity Services | 13k | $691k | 0% | Dec 2023 |
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Modera Wealth Management | 13k | $682k | 0% | Dec 2023 |
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Stratos Wealth Advisors | 13k | $668k | 7% | Dec 2023 |
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Kmg Fiduciary Partners | 11k | $575k | 1% | Dec 2023 |
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Private Advisor | 10k | $537k | 58% | Dec 2023 |
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Steward Partners Investment Advisory | 9.4k | $492k | -5% | Dec 2023 |
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Kingsview Wealth Management | 9.2k | $485k | 0% | Dec 2023 |
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Pinnacle Financial Group, LLC / IL | 9.0k | $433k | -10% | Sep 2023 |
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IHT Wealth Management | 8.9k | $430k | 1% | Sep 2023 |
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Financial Network Investment Corporation | 8.8k | $424k | -1% | Sep 2023 |
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Gladstone Institutional Advisory | 8.3k | $435k | -6% | Dec 2023 |
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Strategic Investment Solutions | 7.9k | $388k | 6200% | Sep 2023 |
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Wiley Bros.-aintree Capital | 7.4k | $390k | 0% | Dec 2023 |
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Litman Gregory Asset Management | 7.0k | $368k | 0% | Dec 2023 |
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Allen Capital Group | 6.9k | $361k | 0% | Dec 2023 |
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Cape Ann Savings Bank | 6.8k | $353k | 0% | Dec 2023 |
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Pnc Financial Services | 6.5k | $339k | 0% | Dec 2023 |
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Goldman Sachs Group | 6.4k | $335k | 100% | Dec 2023 |
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First Republic Investment Management | 6.3k | $306k | -1% | Sep 2023 |
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Trust Company of Virginia | 6.3k | $330k | 0% | Dec 2023 |
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Integrys Wealth Advisors | 6.0k | $312k | 0% | Dec 2023 |
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Consolidated Portfolio Review Corp | 5.7k | $301k | -34% | Dec 2023 |
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Signature Estate and Investment Advisors | 5.6k | $299k | -14% | Dec 2023 |
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Howard Wealth Management | 5.6k | $295k | 0% | Dec 2023 |
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Rockbridge Investment Management, LCC | 5.6k | $293k | 100% | Dec 2023 |
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Regimen Wealth | 5.1k | $249k | 1% | Sep 2023 |
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Benedetti & Gucer | 5.0k | $265k | 100% | Dec 2023 |
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McNamara Financial Services | 5.0k | $263k | 0% | Dec 2023 |
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Gyl Financial Synergies | 4.6k | $240k | 0% | Dec 2023 |
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Sentinel Pension Advisors | 4.4k | $231k | -2% | Dec 2023 |
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Greylin Investment Management | 4.3k | $227k | 0% | Dec 2023 |
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JTC Employer Solutions Trustee | 4.2k | $221k | 0% | Dec 2023 |
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Well Done | 4.1k | $216k | 100% | Dec 2023 |
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Viewpoint Capital Management | 4.1k | $215k | 0% | Dec 2023 |
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Valley National Advisers | 4.0k | $210k | 0% | Dec 2023 |
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Advisory Services Network | 3.6k | $188k | -34% | Dec 2023 |
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Nbc Securities | 3.4k | $178k | 0% | Dec 2023 |
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Huntington National Bank | 2.6k | $137k | 62% | Dec 2023 |
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Independence Bank of Kentucky | 2.4k | $127k | 0% | Dec 2023 |
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ICA Group Wealth Management | 1.4k | $71k | 100% | Dec 2023 |
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Signature | 1.1k | $56k | 0% | Dec 2023 |
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Ancora Advisors | 1.1k | $56k | 0% | Dec 2023 |
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Spire Wealth Management | 975.00 | $50k | 0% | Dec 2023 |
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Tidemark | 783.00 | $41k | 100% | Dec 2023 |
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O'shaughnessy Asset Management | 687.00 | $36k | 0% | Dec 2023 |
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FMR | 671.00 | $32k | 539% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 580.00 | $28k | 0% | Sep 2023 |
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Creative Capital Management Investments | 539.00 | $28k | 0% | Dec 2023 |
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Beacon Capital Management | 384.00 | $19k | 0% | Dec 2023 |
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Financial Freedom | 378.00 | $20k | 0% | Dec 2023 |
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EverSource Wealth Advisors | 325.00 | $17k | 0% | Dec 2023 |
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Creative Financial Designs | 203.00 | $11k | -7% | Dec 2023 |
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TSFG | 180.00 | $9.0k | 0% | Dec 2023 |
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IFP Advisors | 148.00 | $7.8k | -46% | Dec 2023 |
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Bogart Wealth | 133.00 | $7.0k | 0% | Dec 2023 |
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William Blair $ Company | 129.00 | $6.8k | -94% | Dec 2023 |
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Principal Securities | 115.00 | $6.0k | 100% | Dec 2023 |
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Harbour Investments | 115.00 | $6.0k | 0% | Dec 2023 |
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Global Retirement Partners | 66.00 | $3.4k | -94% | Dec 2023 |
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Qube Research & Technologies | 66.00 | $3.2k | -93% | Sep 2023 |
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Carolinas Wealth Consulting | 27.00 | $1.3k | 0% | Sep 2023 |
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Bank Of Montreal | 18.00 | $946.999800 | 0% | Dec 2023 |
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Tower Research Capital | 5.00 | $242.000000 | -38% | Sep 2023 |
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Who sold out of WisdomTree DEFA?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Melone Private Wealth | Sep 2023 | 8.2k | $395k |
Bank of New York Mellon | Sep 2023 | 5.3k | $258k |
Kestra Advisory Services | Sep 2023 | 5.2k | $250k |
BancorpSouth Bank | Jun 2023 | 4.0k | $202k |
Team Financial Group | Sep 2023 | 3.2k | $153k |
Cape Investment Advisory | Sep 2023 | 260.00 | $13k |
Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 194.00 | $9.4k |