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 | 470k | $34M | -1% | Jun 2026 |
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| Wells Fargo & Company | 388k | $28M | -10% | Jun 2026 |
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| LRI Investments | 386k | $28M | 0% | Jun 2026 |
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| Bank of America Corporation | 376k | $28M | -3% | Jun 2026 |
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| ValMark Advisers | 309k | $23M | 0% | Jun 2026 |
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| UBS Group | 232k | $17M | 5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 217k | $16M | 100% | Jun 2026 |
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| Flow Traders US | 117k | $8.6M | 23% | Jun 2026 |
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| Envestnet Asset Management | 112k | $8.2M | 0% | Jun 2026 |
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| Moller Financial Services | 98k | $7.2M | -1% | Jun 2026 |
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| Ameriprise Financial | 92k | $6.7M | 3% | Jun 2026 |
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| Raymond James Financial | 89k | $6.5M | 0% | Jun 2026 |
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| Kestra Advisory Services | 82k | $6.0M | -24% | Jun 2026 |
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| CFG Asset Management | 79k | $5.8M | 4% | Jun 2026 |
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| Mml Investors Services | 74k | $5.4M | 16% | Jun 2026 |
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| Cetera Investment Advisers | 70k | $5.1M | -17% | Jun 2026 |
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| JFS Wealth Advisors | 63k | $4.6M | -4% | Jun 2026 |
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| Key FInancial | 63k | $4.6M | -2% | Jun 2026 |
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| Merit Financial Group | 60k | $4.4M | 5% | Jun 2026 |
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| Smallwood Wealth Investment Management | 59k | $4.3M | 2% | Jun 2026 |
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| CIBC World Markets | 59k | $4.3M | 9% | Jun 2026 |
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| Mission Wealth Management | 57k | $4.2M | 0% | Jun 2026 |
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| HBK Sorce Advisory | 53k | $4.0M | 0% | Jun 2026 |
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| Falcon Wealth Planning | 41k | $3.0M | 248% | Jun 2026 |
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| Sei Investments | 40k | $2.9M | -3% | Jun 2026 |
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| Tobias Financial Advisors | 38k | $2.8M | -3% | Jun 2026 |
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| Envision Financial | 35k | $2.6M | -12% | Jun 2026 |
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| Advisor Group Holdings | 33k | $2.4M | 4% | Jun 2026 |
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| Janney Montgomery Scott | 31k | $2.3M | 3% | Jun 2026 |
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| Ferguson Wellman Capital Management | 29k | $2.1M | -3% | Jun 2026 |
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| Geneos Wealth Management | 28k | $2.0M | 5% | Jun 2026 |
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| Creative Planning | 28k | $2.0M | 0% | Jun 2026 |
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| Courier Capital Corp | 27k | $2.0M | 1% | Jun 2026 |
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| Shakespeare Wealth Management | 27k | $1.9M | -5% | Jun 2026 |
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| TopTier Wealth Management | 27k | $1.9M | -17% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 25k | $1.8M | 2% | Jun 2026 |
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| Plimoth Trust | 25k | $1.8M | -2% | Jun 2026 |
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| Stratos Wealth Advisors | 21k | $1.5M | -14% | Jun 2026 |
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| Jane Street | 20k | $1.4M | 10% | Jun 2026 |
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| Royal Bank of Canada | 18k | $1.4M | 4% | Jun 2026 |
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| Colony | 17k | $1.2M | -5% | Jun 2026 |
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| Frazier Financial Advisors | 17k | $1.2M | -1% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 16k | $1.2M | -9% | Jun 2026 |
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| Kondo Wealth Advisors | 15k | $1.1M | -2% | Jun 2026 |
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| ProVise Management Group | 15k | $1.1M | 0% | Jun 2026 |
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| HighTower Advisors | 14k | $1.0M | 9% | Jun 2026 |
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| OneAscent Financial Services | 14k | $1.0M | 1% | Jun 2026 |
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| Octavia Wealth Advisors | 14k | $997k | -1% | Jun 2026 |
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| Davenport & Co | 13k | $974k | -5% | Jun 2026 |
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| Intrua Financial | 13k | $935k | 1% | Jun 2026 |
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| Citadel Advisors | 13k | $935k | 100% | Jun 2026 |
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| Thrive Capital Management | 12k | $904k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 12k | $875k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 12k | $868k | 100% | Jun 2026 |
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| Modera Wealth Management | 12k | $870k | 0% | Jun 2026 |
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| Stifel Financial | 12k | $869k | 0% | Jun 2026 |
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| MCF Advisors | 11k | $814k | 100% | Jun 2026 |
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| Brightwater Advisory | 11k | $792k | -4% | Jun 2026 |
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| Robertson Stephens Wealth Management | 11k | $770k | -11% | Jun 2026 |
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| Steward Partners Investment Advisory | 9.4k | $689k | 0% | Jun 2026 |
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| Kingsview Wealth Management | 9.2k | $645k | 0% | Mar 2026 |
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| Oarsman Capital | 8.9k | $651k | -6% | Jun 2026 |
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| Beacon Pointe Advisors | 8.8k | $644k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 8.7k | $632k | 12% | Jun 2026 |
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| Rockefeller Capital Management | 8.5k | $623k | 0% | Jun 2026 |
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| SRS Capital Advisors | 7.1k | $518k | 131% | Jun 2026 |
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| Laurel Oak Wealth Management | 7.1k | $518k | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 7.0k | $514k | -53% | Jun 2026 |
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| Allen Capital Group | 6.9k | $503k | 0% | Jun 2026 |
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| Cape Ann Savings Bank | 6.8k | $497k | 0% | Jun 2026 |
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| Beacon Financial | 6.7k | $489k | -13% | Jun 2026 |
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| Pnc Financial Services | 6.5k | $472k | 0% | Jun 2026 |
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| New World Advisors | 6.4k | $465k | 20% | Jun 2026 |
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| Integrys Wealth Advisors | 6.3k | $464k | 1% | Jun 2026 |
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| Kestra Private Wealth Services | 6.0k | $441k | -32% | Jun 2026 |
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| Private Advisor | 6.0k | $438k | 3% | Jun 2026 |
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| Pinnacle Financial Group, LLC / IL | 6.0k | $438k | 0% | Jun 2026 |
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| Susquehanna International | 5.8k | $424k | 100% | Jun 2026 |
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| Trust Company of Virginia | 5.8k | $423k | 0% | Jun 2026 |
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| Warren Averett Asset Management | 5.7k | $418k | 0% | Jun 2026 |
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| Goss Wealth Management | 5.6k | $413k | 1% | Jun 2026 |
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| Howard Wealth Management | 5.6k | $411k | 0% | Jun 2026 |
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| Global Retirement Partners | 5.4k | $392k | 0% | Jun 2026 |
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| Arlington Financial Advisors | 4.6k | $336k | -6% | Jun 2026 |
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| McNamara Financial Services | 4.5k | $318k | -4% | Mar 2026 |
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| CWM | 4.4k | $310k | 0% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 4.4k | $323k | -3% | Jun 2026 |
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| JTC Employer Solutions Trustee | 4.2k | $309k | 0% | Jun 2026 |
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| New Perspectives | 4.2k | $292k | 0% | Mar 2026 |
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| Valley National Advisers | 4.0k | $294k | 0% | Jun 2026 |
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| Regimen Wealth | 4.0k | $293k | 1% | Jun 2026 |
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| Ohe Financial | 3.9k | $288k | 1% | Jun 2026 |
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| Sanctuary Advisors | 3.9k | $284k | 0% | Jun 2026 |
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| A.N. Culbertson & Company | 3.7k | $271k | 0% | Jun 2026 |
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| Rothschild Investment | 3.5k | $256k | 9874% | Jun 2026 |
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| Commonwealth Equity Services | 3.3k | $239k | 0% | Jun 2026 |
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| Pathstone Holdings | 3.2k | $236k | 0% | Jun 2026 |
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| Vise Technologies | 3.2k | $235k | 100% | Jun 2026 |
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| 4wealth Advisors | 3.1k | $223k | 0% | Jun 2026 |
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| Citigroup | 3.0k | $210k | 100% | Mar 2026 |
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| FMR | 3.0k | $217k | 36% | Jun 2026 |
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| Hickory Point Bank & Trust | 2.3k | $166k | 0% | Jun 2026 |
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| William Blair $ Company | 2.1k | $154k | 1% | Jun 2026 |
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| Viewpoint Capital Management | 2.1k | $154k | -49% | Jun 2026 |
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| Independence Bank of Kentucky | 2.1k | $152k | -14% | Jun 2026 |
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| Huntington National Bank | 1.8k | $132k | 1% | Jun 2026 |
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| TrueNorth | 1.7k | $126k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 1.7k | $121k | 0% | Jun 2026 |
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| Founders Financial Alliance | 1.5k | $111k | 1% | Jun 2026 |
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| Mercer Global Advisors | 1.5k | $110k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 1.4k | $103k | 100% | Jun 2026 |
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| Institute For Wealth Management | 1.4k | $99k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 1.2k | $90k | 48% | Jun 2026 |
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| O'shaughnessy Asset Management | 1.2k | $85k | -9% | Jun 2026 |
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| WPG Advisers | 1.1k | $80k | 0% | Jun 2026 |
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| Ancora Advisors | 1.0k | $73k | 0% | Jun 2026 |
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| AE Wealth Management | 877.00 | $64k | 0% | Jun 2026 |
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| Three Bearings Fiduciary Advisors | 855.00 | $63k | -6% | Jun 2026 |
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| Westside Investment Management | 816.00 | $60k | 0% | Jun 2026 |
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| IFG Advisory | 774.00 | $57k | 100% | Jun 2026 |
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| Creative Capital Management Investments | 539.00 | $40k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 512.00 | $38k | -67% | Jun 2026 |
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| Nbc Securities | 490.00 | $36k | 0% | Jun 2026 |
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| Private Trust Co Na | 338.00 | $25k | 0% | Jun 2026 |
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| EverSource Wealth Advisors | 325.00 | $24k | 0% | Jun 2026 |
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| Farther Finance Advisors | 248.00 | $18k | 1% | Jun 2026 |
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| Ashton Thomas Private Wealth | 215.00 | $16k | 0% | Jun 2026 |
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| Vanguard Advisers | 191.00 | $14k | 100% | Jun 2026 |
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| Harbour Investments | 154.00 | $11k | 0% | Jun 2026 |
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| Russell Investments | 132.00 | $9.7k | 0% | Jun 2026 |
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| Compass Financial Management | 128.00 | $9.4k | 100% | Jun 2026 |
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| Abound Wealth Management | 113.00 | $8.3k | 0% | Jun 2026 |
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| Ameritas Advisory Services | 73.00 | $5.3k | 100% | Jun 2026 |
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| TD Waterhouse Canada | 50.00 | $3.7k | 100% | Jun 2026 |
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| SHP Wealth Management | 30.00 | $2.2k | 0% | Jun 2026 |
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| Lowe, Brockenbrough & Company | 1.00 | $40.000000 | 0% | Jun 2026 |
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Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Phillip James Consulting | Mar 2026 | 37k | $3.0M |
| Ubs Global Asset Management Americas | Mar 2026 | 17k | $1.2M |
| Kmg Fiduciary Partners | Mar 2026 | 9.7k | $681k |
| American Trust | Mar 2026 | 3.2k | $222k |
| MAI Wealth Advisors | Mar 2026 | 1.7k | $122k |
| Advisory Services Network | Mar 2026 | 950.00 | $66k |
| Twin Peaks Wealth Advisors | Mar 2026 | 510.00 | $36k |
| Root Financial Partners | Mar 2026 | 116.00 | $8.1k |
| Medallion Wealth Advisors | Mar 2026 | 61.00 | $4.3k |