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 | 950k | $66M | -2% | Mar 2026 |
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| LPL Financial | 476k | $33M | 0% | Mar 2026 |
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| Wells Fargo & Company | 432k | $30M | 7% | Mar 2026 |
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| LRI Investments | 387k | $27M | 0% | Mar 2026 |
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| Bank of America Corporation | 385k | $27M | 100% | Mar 2026 |
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| ValMark Advisers | 310k | $22M | 1% | Mar 2026 |
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| UBS Group | 221k | $15M | 22% | Mar 2026 |
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| Envestnet Asset Management | 112k | $7.8M | -15% | Mar 2026 |
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| Kestra Advisory Services | 108k | $7.5M | -16% | Mar 2026 |
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| Moller Financial Services | 98k | $6.9M | -4% | Mar 2026 |
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| Flow Traders US | 95k | $6.7M | 184% | Mar 2026 |
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| Ameriprise Financial | 89k | $6.2M | 10% | Mar 2026 |
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| Raymond James Financial | 88k | $6.0M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 84k | $5.9M | 6% | Mar 2026 |
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| CFG Asset Management | 76k | $5.3M | 4% | Mar 2026 |
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| JFS Wealth Advisors | 66k | $4.6M | -8% | Mar 2026 |
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| Key FInancial | 64k | $4.5M | 6% | Mar 2026 |
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| Mml Investors Services | 64k | $4.5M | -28% | Mar 2026 |
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| Smallwood Wealth Investment Management | 58k | $4.0M | 0% | Mar 2026 |
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| Mission Wealth Management | 57k | $4.0M | -1% | Mar 2026 |
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| Merit Financial Group | 57k | $4.0M | 20% | Mar 2026 |
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| CIBC World Markets | 54k | $3.8M | 3% | Mar 2026 |
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| HBK Sorce Advisory | 53k | $3.9M | -2% | Mar 2026 |
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| Sei Investments | 41k | $2.9M | -1% | Mar 2026 |
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| Envision Financial | 40k | $2.8M | -15% | Mar 2026 |
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| Tobias Financial Advisors | 39k | $2.7M | -26% | Mar 2026 |
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| Phillip James Consulting | 37k | $3.0M | 100% | Mar 2026 |
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| Advisor Group Holdings | 33k | $2.3M | 4% | Dec 2025 |
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| TopTier Wealth Management | 32k | $2.3M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 30k | $2.1M | 0% | Mar 2026 |
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| Ferguson Wellman Capital Management | 30k | $2.1M | 100% | Mar 2026 |
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| Shakespeare Wealth Management | 28k | $2.0M | -2% | Mar 2026 |
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| Creative Planning | 28k | $1.9M | -1% | Mar 2026 |
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| Courier Capital Corp | 27k | $1.9M | 0% | Mar 2026 |
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| Geneos Wealth Management | 27k | $1.9M | 1% | Mar 2026 |
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| Plimoth Trust | 25k | $1.7M | 5% | Mar 2026 |
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| Stratos Wealth Advisors | 24k | $1.7M | 15% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 24k | $1.7M | 0% | Dec 2025 |
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| Jane Street | 18k | $1.3M | 66% | Mar 2026 |
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| Ubs Global Asset Management Americas | 17k | $1.2M | 413% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 17k | $1.2M | -11% | Mar 2026 |
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| Royal Bank of Canada | 17k | $1.2M | -2% | Mar 2026 |
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| Frazier Financial Advisors | 17k | $1.2M | -3% | Mar 2026 |
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| Colony | 16k | $1.1M | 0% | Dec 2025 |
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| Kondo Wealth Advisors | 16k | $1.1M | -3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 15k | $1.0M | -2% | Mar 2026 |
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| ProVise Management Group | 15k | $1.0M | 0% | Mar 2026 |
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| Davenport & Co | 14k | $981k | -1% | Mar 2026 |
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| Octavia Wealth Advisors | 14k | $965k | 0% | Mar 2026 |
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| OneAscent Financial Services | 14k | $964k | 8% | Mar 2026 |
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| HighTower Advisors | 13k | $901k | 1% | Mar 2026 |
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| Intrua Financial | 13k | $883k | 0% | Mar 2026 |
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| Brian McDonald | 13k | $862k | -45% | Dec 2025 |
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| Thrive Capital Management | 12k | $859k | -4% | Mar 2026 |
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| Fifth Third Bancorp | 12k | $839k | 100% | Mar 2026 |
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| Modera Wealth Management | 12k | $830k | 0% | Mar 2026 |
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| Stifel Financial | 12k | $827k | -14% | Mar 2026 |
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| Robertson Stephens Wealth Management | 12k | $823k | -19% | Mar 2026 |
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| Falcon Wealth Planning | 12k | $814k | 0% | Mar 2026 |
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| Brightwater Advisory | 11k | $789k | -2% | Mar 2026 |
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| Kmg Fiduciary Partners | 9.7k | $681k | -25% | Mar 2026 |
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| Oarsman Capital | 9.5k | $663k | -17% | Mar 2026 |
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| Steward Partners Investment Advisory | 9.4k | $657k | 0% | Mar 2026 |
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| Kingsview Wealth Management | 9.2k | $645k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 8.9k | $620k | 24% | Mar 2026 |
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| Rockefeller Capital Management | 8.5k | $593k | 0% | Mar 2026 |
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| Beacon Financial | 7.7k | $536k | -7% | Mar 2026 |
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| Jones Financial Companies, L.L | 7.2k | $493k | 3% | Dec 2025 |
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| Litman Gregory Asset Management | 7.0k | $481k | 0% | Dec 2025 |
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| Laurel Oak Wealth Management | 6.9k | $485k | 100% | Mar 2026 |
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| Allen Capital Group | 6.9k | $480k | 0% | Mar 2026 |
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| Cape Ann Savings Bank | 6.8k | $475k | 0% | Mar 2026 |
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| Pnc Financial Services | 6.5k | $451k | 0% | Mar 2026 |
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| Integrys Wealth Advisors | 6.3k | $437k | 0% | Mar 2026 |
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| Pinnacle Financial Group, LLC / IL | 6.0k | $417k | 0% | Mar 2026 |
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| Private Advisor | 5.8k | $408k | 12% | Mar 2026 |
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| Trust Company of Virginia | 5.8k | $404k | 0% | Mar 2026 |
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| Howard Wealth Management | 5.6k | $392k | 0% | Mar 2026 |
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| Goss Wealth Management | 5.6k | $389k | 9% | Mar 2026 |
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| Global Retirement Partners | 5.3k | $367k | 7988% | Dec 2025 |
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| New World Advisors | 5.3k | $370k | -7% | Mar 2026 |
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| Arlington Financial Advisors | 4.9k | $342k | 0% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 4.7k | $323k | -9% | Dec 2025 |
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| McNamara Financial Services | 4.5k | $318k | -4% | Mar 2026 |
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| CWM | 4.4k | $305k | 0% | Dec 2025 |
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| JTC Employer Solutions Trustee | 4.2k | $295k | 0% | Mar 2026 |
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| New Perspectives | 4.2k | $292k | 0% | Mar 2026 |
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| Viewpoint Capital Management | 4.1k | $287k | 0% | Mar 2026 |
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| Valley National Advisers | 4.0k | $280k | 0% | Mar 2026 |
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| Regimen Wealth | 3.9k | $276k | -13% | Mar 2026 |
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| Ohe Financial | 3.9k | $272k | 4% | Mar 2026 |
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| Sanctuary Advisors | 3.9k | $271k | 0% | Mar 2026 |
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| A.N. Culbertson & Company | 3.7k | $258k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 3.2k | $227k | -78% | Mar 2026 |
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| Pathstone Holdings | 3.2k | $225k | 0% | Mar 2026 |
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| American Trust | 3.2k | $222k | 1% | Mar 2026 |
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| 4wealth Advisors | 3.1k | $209k | -8% | Mar 2026 |
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| SRS Capital Advisors | 3.1k | $214k | 100% | Mar 2026 |
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| Citigroup | 3.0k | $210k | 100% | Mar 2026 |
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| Independence Bank of Kentucky | 2.4k | $169k | 0% | Mar 2026 |
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| Hickory Point Bank & Trust | 2.3k | $158k | 100% | Mar 2026 |
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| William Blair $ Company | 2.1k | $146k | 0% | Mar 2026 |
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| FMR | 2.0k | $135k | -12% | Dec 2025 |
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| Huntington National Bank | 1.8k | $123k | -32% | Dec 2025 |
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| MAI Wealth Advisors | 1.7k | $122k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 1.7k | $115k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.5k | $108k | 4453% | Mar 2026 |
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| Founders Financial Alliance | 1.5k | $105k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 1.3k | $89k | 55% | Mar 2026 |
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| WPG Advisers | 1.1k | $76k | -1% | Mar 2026 |
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| Ancora Advisors | 1.0k | $70k | 0% | Mar 2026 |
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| AE Wealth Management | 877.00 | $61k | 105% | Mar 2026 |
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| Westside Investment Management | 816.00 | $57k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 793.00 | $55k | 0% | Dec 2025 |
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| Creative Capital Management Investments | 539.00 | $38k | 0% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 510.00 | $36k | 100% | Mar 2026 |
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| Nbc Securities | 490.00 | $34k | -84% | Mar 2026 |
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| Private Trust Co Na | 338.00 | $24k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 325.00 | $23k | 0% | Mar 2026 |
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| Western Wealth Management | 322.00 | $23k | 100% | Mar 2026 |
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| Farther Finance Advisors | 245.00 | $17k | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 215.00 | $15k | 100% | Mar 2026 |
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| Harbour Investments | 154.00 | $11k | 0% | Mar 2026 |
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| Russell Investments | 132.00 | $9.2k | 100% | Mar 2026 |
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| Root Financial Partners | 116.00 | $8.1k | 0% | Mar 2026 |
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| Abound Wealth Management | 113.00 | $7.9k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 61.00 | $4.3k | 0% | Mar 2026 |
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| Rothschild Investment | 35.00 | $2.4k | 0% | Mar 2026 |
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| SHP Wealth Management | 30.00 | $2.1k | 0% | Mar 2026 |
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| Lowe, Brockenbrough & Company | 1.00 | $39.000000 | 0% | Mar 2026 |
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| Tower Research Capital | 1.00 | $69.000000 | 0% | Dec 2025 |
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Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 332k | $23M |
| Jpmorgan Chase & Co | Sep 2025 | 12k | $798k |
| Duncan Williams Asset Management | Dec 2025 | 3.7k | $271k |
| Advisory Services Network | Sep 2025 | 1.2k | $80k |
| Tidemark | Dec 2025 | 783.00 | $54k |
| IFP Advisors | Dec 2025 | 510.00 | $35k |
| Financial Freedom | Dec 2025 | 378.00 | $26k |