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 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