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 | 1.1M | $56M | -1% | Dec 2024 |
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| LPL Financial | 712k | $38M | -4% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 466k | $25M | 9% | Dec 2024 |
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| LRI Investments | 391k | $21M | 0% | Dec 2024 |
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| Bank of America Corporation | 350k | $18M | 1% | Dec 2024 |
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| Wells Fargo & Company | 313k | $17M | 15% | Dec 2024 |
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| UBS Group | 272k | $14M | 4% | Dec 2024 |
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| ValMark Advisers | 257k | $14M | 41% | Dec 2024 |
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| Flow Traders US | 132k | $7.0M | 100% | Dec 2024 |
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| Moller Financial Services | 117k | $6.2M | 0% | Dec 2024 |
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| Raymond James Financial | 95k | $5.0M | 100% | Dec 2024 |
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| Legacy Financial Advisors | 79k | $4.2M | -16% | Dec 2024 |
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| Raymond James Financial Services Advisors | 79k | $4.5M | -2% | Sep 2024 |
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| JFS Wealth Advisors | 78k | $4.1M | -2% | Dec 2024 |
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| Mission Wealth Management | 65k | $3.4M | -17% | Dec 2024 |
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| CFG Asset Management | 63k | $3.3M | 6% | Dec 2024 |
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| Tobias Financial Advisors | 63k | $3.3M | -3% | Dec 2024 |
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| HBK Sorce Advisory | 60k | $3.2M | 0% | Dec 2024 |
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| Robertson Stephens Wealth Management | 54k | $2.8M | 88% | Dec 2024 |
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| Smallwood Wealth Investment Management | 54k | $2.8M | 4% | Dec 2024 |
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| Envision Financial | 53k | $2.8M | 100% | Dec 2024 |
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| Envestnet Asset Management | 49k | $2.6M | -41% | Dec 2024 |
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| Cetera Investment Advisers | 48k | $2.5M | 5% | Dec 2024 |
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| CIBC World Markets | 46k | $2.4M | 2% | Dec 2024 |
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| Key FInancial | 46k | $2.4M | 5% | Dec 2024 |
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| Sei Investments | 46k | $2.4M | -5% | Dec 2024 |
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| Shakespeare Wealth Management | 45k | $2.4M | -15% | Dec 2024 |
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| Jane Street | 45k | $2.4M | 78% | Dec 2024 |
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| Citadel Advisors | 33k | $1.7M | 689% | Dec 2024 |
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| Advisor Group Holdings | 33k | $1.9M | -1% | Dec 2024 |
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| Janney Montgomery Scott | 30k | $1.6M | 0% | Dec 2024 |
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| Raymond James & Associates | 30k | $1.7M | 0% | Sep 2024 |
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| Thrive Capital Management | 28k | $1.5M | -21% | Dec 2024 |
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| Kestra Advisory Services | 28k | $1.5M | -1% | Dec 2024 |
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| Merit Financial Group | 28k | $1.5M | 1% | Dec 2024 |
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| Creative Planning | 27k | $1.4M | 0% | Dec 2024 |
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| Pinnacle Wealth Planning Services | 27k | $1.4M | -13% | Dec 2024 |
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| Susquehanna International | 26k | $1.4M | -50% | Dec 2024 |
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| Courier Capital Corp | 26k | $1.4M | 0% | Dec 2024 |
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| Geneos Wealth Management | 26k | $1.4M | 14% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 25k | $1.3M | 2% | Dec 2024 |
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| Plimoth Trust | 24k | $1.3M | 0% | Dec 2024 |
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| Stifel Financial | 24k | $1.3M | 53% | Dec 2024 |
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| Brian McDonald | 23k | $1.2M | 0% | Dec 2024 |
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| Royal Bank of Canada | 21k | $1.1M | 0% | Dec 2024 |
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| National Asset Management | 20k | $1.0M | -57% | Dec 2024 |
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| Jpmorgan Chase & Co | 19k | $975k | 1% | Dec 2024 |
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| Stratos Wealth Advisors | 18k | $922k | 3% | Dec 2024 |
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| Cambridge Investment Research Advisors | 17k | $913k | -16% | Dec 2024 |
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| Frazier Financial Advisors | 17k | $875k | -3% | Dec 2024 |
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| Oarsman Capital | 16k | $848k | -5% | Dec 2024 |
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| Octavia Wealth Advisors | 16k | $832k | -7% | Dec 2024 |
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| ProVise Management Group | 16k | $815k | 0% | Dec 2024 |
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| Davenport & Co | 15k | $803k | 0% | Dec 2024 |
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| Brightwater Advisory | 15k | $784k | -48% | Dec 2024 |
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| Beacon Financial | 15k | $775k | -8% | Dec 2024 |
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| Falcon Wealth Planning | 14k | $736k | -1% | Dec 2024 |
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| HighTower Advisors | 13k | $671k | -6% | Dec 2024 |
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| Modera Wealth Management | 12k | $626k | 0% | Dec 2024 |
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| Kmg Fiduciary Partners | 11k | $597k | 1% | Dec 2024 |
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| Commonwealth Equity Services | 11k | $554k | 3% | Dec 2024 |
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| Bank of New York Mellon | 9.3k | $492k | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 9.3k | $490k | 0% | Dec 2024 |
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| Kingsview Wealth Management | 9.2k | $487k | 0% | Dec 2024 |
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| Litman Gregory Asset Management | 7.0k | $369k | 0% | Dec 2024 |
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| Allen Capital Group | 6.9k | $362k | 0% | Dec 2024 |
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| Cape Ann Savings Bank | 6.8k | $358k | 0% | Dec 2024 |
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| Pinnacle Financial Group, LLC / IL | 6.5k | $340k | -14% | Dec 2024 |
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| Pnc Financial Services | 6.5k | $340k | 0% | Dec 2024 |
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| Integrys Wealth Advisors | 6.0k | $321k | 1% | Dec 2024 |
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| Trust Company of Virginia | 5.8k | $305k | 0% | Dec 2024 |
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| Howard Wealth Management | 5.6k | $296k | 0% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 5.4k | $285k | 0% | Dec 2024 |
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| Colony | 4.9k | $259k | 100% | Dec 2024 |
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| Arlington Financial Advisors | 4.9k | $258k | 100% | Dec 2024 |
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| Gyl Financial Synergies | 4.7k | $271k | 3% | Sep 2024 |
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| Wedbush Morgan Securities | 4.6k | $242k | 100% | Dec 2024 |
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| Regimen Wealth | 4.5k | $237k | 7% | Dec 2024 |
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| New World Advisors | 4.4k | $234k | 0% | Dec 2024 |
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| Philip James Wealth Mangement | 4.3k | $228k | 0% | Dec 2024 |
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| Jones Financial Companies, L.L | 4.2k | $224k | 102% | Dec 2024 |
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| JTC Employer Solutions Trustee | 4.2k | $223k | 0% | Dec 2024 |
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| New Perspectives | 4.2k | $220k | 0% | Dec 2024 |
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| Viewpoint Capital Management | 4.1k | $216k | 0% | Dec 2024 |
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| Valley National Advisers | 4.0k | $211k | 0% | Dec 2024 |
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| Sanctuary Advisors | 3.9k | $214k | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 3.1k | $161k | 12% | Dec 2024 |
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| Huntington National Bank | 2.6k | $137k | 0% | Dec 2024 |
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| FMR | 2.5k | $133k | 0% | Dec 2024 |
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| Independence Bank of Kentucky | 2.4k | $127k | 0% | Dec 2024 |
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| CWM | 2.4k | $126k | 2561% | Dec 2024 |
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| Aptus Capital Advisors | 1.7k | $87k | 0% | Dec 2024 |
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| MAI Wealth Advisors | 1.6k | $83k | 100% | Dec 2024 |
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| Signature | 1.1k | $57k | 0% | Dec 2024 |
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| Ancora Advisors | 1.0k | $53k | 0% | Dec 2024 |
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| Spire Wealth Management | 975.00 | $51k | 0% | Dec 2024 |
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| O'shaughnessy Asset Management | 925.00 | $49k | 35% | Dec 2024 |
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| Tidemark | 783.00 | $41k | 0% | Dec 2024 |
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| Harwood Advisory | 762.00 | $44k | 100% | Sep 2024 |
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| Creative Capital Management Investments | 539.00 | $28k | 0% | Dec 2024 |
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| Private Trust Co Na | 429.00 | $23k | 100% | Dec 2024 |
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| Beacon Capital Management | 387.00 | $20k | 1% | Dec 2024 |
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| Financial Freedom | 378.00 | $20k | 0% | Dec 2024 |
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| EverSource Wealth Advisors | 325.00 | $17k | 0% | Dec 2024 |
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| Financial Gravity Companies | 246.00 | $13k | 100% | Dec 2024 |
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| Rothschild Investment | 235.00 | $12k | 0% | Dec 2024 |
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| AE Wealth Management | 178.00 | $9.4k | 100% | Dec 2024 |
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| IFP Advisors | 148.00 | $7.8k | 0% | Dec 2024 |
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| Bogart Wealth | 133.00 | $7.0k | 0% | Dec 2024 |
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| William Blair $ Company | 120.00 | $6.3k | 0% | Dec 2024 |
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| Principal Securities | 115.00 | $6.1k | 0% | Dec 2024 |
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| Harbour Investments | 115.00 | $6.1k | 0% | Dec 2024 |
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| Global Retirement Partners | 66.00 | $3.5k | 0% | Dec 2024 |
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| Goss Wealth Management | 66.00 | $3.5k | 100% | Dec 2024 |
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| Nbc Securities | 3.00 | $171.000000 | -100% | Dec 2024 |
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| Tower Research Capital | 1.00 | $53.000000 | 0% | Dec 2024 |
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Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisor OS | Sep 2024 | 37k | $2.2M |
| McLean Asset Management Corp | Sep 2024 | 16k | $895k |
| Change Path | Sep 2024 | 13k | $759k |
| McNamara Financial Services | Sep 2024 | 5.2k | $298k |
| Gladstone Institutional Advisory | Sep 2024 | 4.9k | $282k |
| Sentinel Pension Advisors | Sep 2024 | 3.8k | $220k |
| A.N. Culbertson & Company | Sep 2024 | 3.7k | $213k |
| McIlrath & Eck | Sep 2024 | 497.00 | $29k |
| GPS Wealth Strategies Group | Sep 2024 | 374.00 | $22k |
| Winch Advisory Services | Sep 2024 | 251.00 | $15k |
| Creative Financial Designs | Sep 2024 | 124.00 | $7.1k |