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
Download as csv
Download as Excel
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 | ||
|---|---|---|---|---|---|---|
| Frank. Day | 380k | $15M | 61% | Sep 2022 | ||
| Octavia Wealth Advisors | 312k | $13M | 104% | Sep 2022 | ||
| UBS Group | 298k | $12M | -17% | Sep 2022 | ||
| Falcon Wealth Planning | 175k | $8.2M | 6% | Dec 2022 | ||
| Moller Financial Services | 129k | $6.1M | -14% | Dec 2022 | ||
| Pinnacle Wealth Planning Services | 127k | $5.1M | -17% | Sep 2022 | ||
| Mission Wealth Management | 121k | $5.7M | -18% | Dec 2022 | ||
| Raymond James Financial Services Advisors | 118k | $4.8M | 9% | Sep 2022 | ||
| Envestnet Asset Management | 110k | $4.4M | 102% | Sep 2022 | ||
| Thrive Capital Management | 96k | $3.9M | 9% | Sep 2022 | ||
| Royal Bank of Canada | 92k | $3.7M | 100% | Sep 2022 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of WisdomTree DEFA? |
||||||
| ValMark Advisers | 90k | $3.6M | 6% | Sep 2022 | ||
| AE Wealth Management | 83k | $3.9M | -14% | Dec 2022 | ||
| JFS Wealth Advisors | 68k | $2.7M | 1% | Sep 2022 | ||
| Raymond James & Associates | 62k | $2.5M | -1% | Sep 2022 | ||
| Jane Street | 55k | $2.2M | 100% | Sep 2022 | ||
| CFG Asset Management | 48k | $1.9M | 4% | Sep 2022 | ||
| Private Advisor | 47k | $1.9M | -40% | Sep 2022 | ||
| National Asset Management | 46k | $1.8M | 100% | Sep 2022 | ||
| Flagship Harbor Advisors | 43k | $2.0M | 25% | Dec 2022 | ||
| Creative Planning | 39k | $1.6M | -2% | Sep 2022 | ||
| CIBC World Markets | 39k | $1.5M | 0% | Sep 2022 | ||
| ProVise Management Group | 33k | $1.3M | -16% | Sep 2022 | ||
| Beacon Financial | 33k | $1.3M | 0% | Sep 2022 | ||
| IFP Advisors | 31k | $1.7M | 10% | Sep 2022 | ||
| Key FInancial | 31k | $1.2M | 0% | Dec 2022 | ||
| Janney Montgomery Scott | 30k | $1.4M | -4% | Dec 2022 | ||
| Ford Financial Group | 30k | $1.2M | 36% | Sep 2022 | ||
| Plimoth Trust | 30k | $1.2M | -3% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 29k | $1.2M | -33% | Sep 2022 | ||
| My Legacy Advisors | 28k | $1.1M | 40% | Sep 2022 | ||
| Courier Capital Corp | 27k | $1.3M | -1% | Dec 2022 | ||
| Merit Financial Group | 25k | $1.2M | -3% | Dec 2022 | ||
| Oarsman Capital | 23k | $922k | -6% | Sep 2022 | ||
| HighTower Advisors | 22k | $873k | -2% | Sep 2022 | ||
| Davenport & Co | 21k | $980k | 1% | Dec 2022 | ||
| Strategic Wealth Advisors | 19k | $750k | 100% | Sep 2022 | ||
| Csenge Advisory Group | 18k | $731k | 100% | Sep 2022 | ||
| Sculati Wealth Management | 17k | $675k | 0% | Sep 2022 | ||
| McLean Asset Management Corp | 16k | $655k | -5% | Sep 2022 | ||
| Parsec Financial Management | 15k | $590k | -29% | Sep 2022 | ||
| First Republic Investment Management | 13k | $502k | 3% | Sep 2022 | ||
| Kmg Fiduciary Partners | 11k | $494k | 1% | Dec 2022 | ||
| Lincoln National | 11k | $420k | 6% | Sep 2022 | ||
| Stratos Wealth Advisors | 10k | $402k | 100% | Sep 2022 | ||
| Melone Private Wealth | 9.9k | $408k | -2% | Sep 2022 | ||
| Steward Partners Investment Advisory | 9.8k | $393k | -1% | Sep 2022 | ||
| Pinnacle Financial Group, LLC / IL | 9.5k | $382k | 0% | Sep 2022 | ||
| Kingsview Wealth Management | 9.2k | $371k | 0% | Sep 2022 | ||
| Gladstone Institutional Advisory | 9.0k | $425k | 3% | Dec 2022 | ||
| IHT Wealth Management | 7.9k | $318k | 100% | Sep 2022 | ||
| Wiley Bros.-aintree Capital | 7.4k | $349k | 0% | Dec 2022 | ||
| Litman Gregory Asset Management | 7.0k | $329k | 0% | Dec 2022 | ||
| Signature Estate and Investment Advisors | 7.0k | $336k | -58% | Dec 2022 | ||
| Trust Company of Virginia | 6.9k | $325k | -6% | Dec 2022 | ||
| Geneos Wealth Management | 6.8k | $320k | 604% | Dec 2022 | ||
| Integrys Wealth Advisors | 6.5k | $261k | 0% | Sep 2022 | ||
| Pnc Financial Services | 6.5k | $258k | 0% | Sep 2022 | ||
| TNF | 6.2k | $249k | -14% | Sep 2022 | ||
| Benedetti & Gucer | 6.1k | $287k | 0% | Dec 2022 | ||
| Mercer Global Advisors | 6.0k | $242k | 100% | Sep 2022 | ||
| Kestra Advisory Services | 5.4k | $256k | 3% | Dec 2022 | ||
| A.N. Culbertson & Company | 5.4k | $252k | -23% | Dec 2022 | ||
| Rockefeller Capital Management | 5.0k | $199k | -2% | Sep 2022 | ||
| Howard Wealth Management | 4.7k | $219k | 100% | Dec 2022 | ||
| Greylin Investment Management | 4.3k | $203k | 100% | Dec 2022 | ||
| JTC Employer Solutions Trustee | 4.2k | $199k | 0% | Dec 2022 | ||
| Viewpoint Capital Management | 4.1k | $165k | 0% | Sep 2022 | ||
| Valley National Advisers | 4.0k | $197k | 0% | Dec 2022 | ||
| William Blair $ Company | 2.6k | $104k | 0% | Sep 2022 | ||
| Independence Bank of Kentucky | 2.4k | $114k | 0% | Dec 2022 | ||
| Money Concepts Capital Corp | 2.2k | $87k | 9% | Sep 2022 | ||
| Syverson Strege & Co | 1.9k | $78k | -13% | Sep 2022 | ||
| Huntington National Bank | 1.6k | $66k | 0% | Sep 2022 | ||
| Creative Financial Designs | 1.5k | $70k | -9% | Dec 2022 | ||
| Signature | 1.1k | $50k | 0% | Dec 2022 | ||
| Bell Investment Advisors | 1.1k | $42k | -2% | Sep 2022 | ||
| Fifth Third Bancorp | 1.0k | $48k | 100% | Dec 2022 | ||
| Almanack Investment Partners | 770.00 | $31k | 100% | Sep 2022 | ||
| Global Retirement Partners | 596.00 | $25k | -7% | Sep 2022 | ||
| Hanson McClain Advisors | 556.00 | $26k | 1% | Dec 2022 | ||
| CWM | 500.00 | $24k | 0% | Dec 2022 | ||
| Beacon Capital Management | 384.00 | $18k | 0% | Dec 2022 | ||
| Parkside Financial Bank & Trust | 217.00 | $9.0k | 0% | Sep 2022 | ||
| TSFG | 180.00 | $7.0k | 0% | Sep 2022 | ||
| Bogart Wealth | 133.00 | $5.0k | 0% | Sep 2022 | ||
| FMR | 124.00 | $5.0k | -19% | Sep 2022 | ||
| Harbour Investments | 115.00 | $5.0k | 0% | Sep 2022 | ||
| Private Trust Co Na | 67.00 | $3.0k | 0% | Dec 2022 | ||
| Evoke Wealth | 15.00 | $1.0k | 100% | Sep 2022 | ||
| Tower Research Capital | 8.00 | $0 | 100% | Sep 2022 | ||
Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Coulter & Justus Financial Services | Jun 2022 | 13k | $591k |
| Fiduciary Trust Company | Jun 2022 | 8.4k | $379k |
| Modera Wealth Management | Jun 2022 | 8.3k | $377k |
| Allen Capital Group | Sep 2022 | 6.9k | $276k |
| Sentinel Pension Advisors | Jun 2022 | 5.0k | $226k |
| McNamara Financial Services | Jun 2022 | 4.9k | $221k |
| Encore Bank Na | Jun 2022 | 4.5k | $206k |
| Prospera Financial Services | Jun 2022 | 576.00 | $26k |
| Aspire Wealth Management Corp | Jun 2022 | 534.00 | $24k |
| Tortoise Investment Management | Sep 2022 | 500.00 | $20k |
| GoalVest Advisory | Sep 2022 | 90.00 | $4.0k |
| TCI Wealth Advisors | Jun 2022 | 82.00 | $4.0k |