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 | ||
|---|---|---|---|---|---|---|
| Signature Estate and Investment Advisors | 805k | $43M | 1% | Sep 2021 | ||
| Cambridge Investment Research Advisors | 320k | $17M | 1% | Sep 2021 | ||
| Shakespeare Wealth Management | 316k | $17M | 4% | Sep 2021 | ||
| Pinnacle Wealth Planning Services | 200k | $10M | 9% | Sep 2021 | ||
| UBS Group | 193k | $10M | 7% | Sep 2021 | ||
| Wells Fargo & Company | 192k | $10M | 6% | Sep 2021 | ||
| Mission Wealth Management | 178k | $9.4M | -1% | Sep 2021 | ||
| Moller Financial Services | 159k | $8.4M | 0% | Sep 2021 | ||
| Tobias Financial Advisors | 128k | $6.8M | 23% | Sep 2021 | ||
| Octavia Wealth Advisors | 109k | $5.8M | 33% | Sep 2021 | ||
| Falcon Wealth Planning | 109k | $5.7M | 17% | Sep 2021 | ||
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| Raymond James Financial Services Advisors | 98k | $5.2M | -6% | Sep 2021 | ||
| Advisor Group Holdings | 97k | $5.1M | -6% | Sep 2021 | ||
| Ameriprise Financial | 89k | $4.7M | 376% | Sep 2021 | ||
| LPL Financial | 80k | $4.2M | 51% | Sep 2021 | ||
| Thrive Capital Management | 70k | $3.7M | 5% | Sep 2021 | ||
| Private Advisor | 70k | $3.7M | 7% | Sep 2021 | ||
| ValMark Advisers | 68k | $3.6M | 3% | Sep 2021 | ||
| Connors Investor Services | 66k | $3.5M | 2% | Sep 2021 | ||
| JFS Wealth Advisors | 66k | $3.5M | -10% | Sep 2021 | ||
| Susquehanna International | 56k | $3.0M | 100% | Sep 2021 | ||
| Creative Planning | 49k | $2.6M | 49% | Sep 2021 | ||
| Parsec Financial Management | 48k | $2.6M | -23% | Sep 2021 | ||
| Envestnet Asset Management | 48k | $2.5M | -9% | Sep 2021 | ||
| Kestra Advisory Services | 46k | $2.4M | 100% | Sep 2021 | ||
| ProVise Management Group | 45k | $2.4M | 0% | Sep 2021 | ||
| Wunderlich Securities | 40k | $2.1M | 0% | Sep 2021 | ||
| Sei Investments | 37k | $2.0M | -1% | Sep 2021 | ||
| Key FInancial | 37k | $2.0M | 4% | Sep 2021 | ||
| Old Mission Capital | 36k | $1.9M | 0% | Sep 2021 | ||
| Raymond James & Associates | 34k | $1.8M | 4% | Sep 2021 | ||
| CIBC World Markets | 32k | $1.7M | 3% | Sep 2021 | ||
| Beacon Financial | 32k | $1.8M | 0% | Dec 2021 | ||
| Cetera Investment Advisers | 32k | $1.7M | -1% | Sep 2021 | ||
| Janney Montgomery Scott | 32k | $1.7M | 1% | Sep 2021 | ||
| Plimoth Trust | 32k | $1.7M | -4% | Sep 2021 | ||
| Courier Capital Corp | 27k | $1.4M | -2% | Sep 2021 | ||
| IFP Advisors | 26k | $1.4M | -1% | Sep 2021 | ||
| Oarsman Capital | 23k | $1.2M | 2% | Sep 2021 | ||
| Davenport & Co | 23k | $1.2M | 5% | Sep 2021 | ||
| CFG Asset Management | 20k | $1.1M | 10% | Sep 2021 | ||
| Stifel Financial | 18k | $948k | -3% | Sep 2021 | ||
| Well Done | 17k | $908k | -1% | Sep 2021 | ||
| McLean Asset Management Corp | 17k | $921k | -8% | Sep 2021 | ||
| Sculati Wealth Management | 17k | $879k | 0% | Sep 2021 | ||
| Flagship Harbor Advisors | 16k | $846k | 0% | Sep 2021 | ||
| HighTower Advisors | 15k | $783k | -25% | Sep 2021 | ||
| Steward Partners Investment Advisory | 13k | $659k | 100% | Sep 2021 | ||
| Advisory Services Network | 11k | $570k | 13% | Sep 2021 | ||
| Financial Network Investment Corporation | 10k | $549k | 21% | Sep 2021 | ||
| Kmg Fiduciary Partners | 9.8k | $516k | 4% | Sep 2021 | ||
| Kingsview Wealth Management | 9.2k | $489k | -1% | Sep 2021 | ||
| A.N. Culbertson & Company | 7.9k | $415k | 0% | Sep 2021 | ||
| HYA Advisors | 7.5k | $399k | 0% | Sep 2021 | ||
| Great Valley Advisor Group | 7.5k | $399k | 100% | Sep 2021 | ||
| Trust Company of Virginia | 7.4k | $394k | -1% | Sep 2021 | ||
| Modera Wealth Management | 7.4k | $393k | 9% | Sep 2021 | ||
| Litman Gregory Asset Management | 7.0k | $370k | 1732% | Sep 2021 | ||
| Cape Ann Savings Bank | 7.0k | $370k | 0% | Sep 2021 | ||
| Allen Capital Group | 6.9k | $363k | 0% | Sep 2021 | ||
| Sentinel Pension Advisors | 6.6k | $349k | -5% | Sep 2021 | ||
| Benedetti & Gucer | 6.5k | $345k | -4% | Sep 2021 | ||
| Pnc Financial Services | 6.5k | $342k | 0% | Sep 2021 | ||
| First Republic Investment Management | 5.7k | $302k | 17% | Sep 2021 | ||
| McNamara Financial Services | 5.5k | $292k | -1% | Sep 2021 | ||
| Lincoln National | 5.4k | $285k | 100% | Sep 2021 | ||
| Rothschild Investment Corp | 5.3k | $281k | 0% | Sep 2021 | ||
| Sigma Planning | 5.1k | $268k | -33% | Sep 2021 | ||
| Howard Wealth Management | 4.8k | $256k | 0% | Sep 2021 | ||
| William Blair $ Company | 4.3k | $230k | 0% | Sep 2021 | ||
| Greylin Investment Management | 4.3k | $228k | 0% | Sep 2021 | ||
| JTC Employer Solutions Trustee | 4.2k | $223k | 0% | Sep 2021 | ||
| Rockefeller Capital Management | 4.2k | $223k | 0% | Sep 2021 | ||
| Belpointe Asset Management | 4.1k | $218k | 0% | Sep 2021 | ||
| Valley National Advisers | 4.0k | $212k | 0% | Sep 2021 | ||
| Syverson Strege & Co | 2.9k | $153k | -1% | Sep 2021 | ||
| Northwestern Mutual Wealth Management Company | 2.7k | $142k | 54% | Sep 2021 | ||
| Independence Bank of Kentucky | 2.6k | $136k | 0% | Sep 2021 | ||
| Spire Wealth Management | 2.0k | $103k | 0% | Sep 2021 | ||
| LS Investment Advisors | 1.6k | $85k | 0% | Sep 2021 | ||
| Creative Financial Designs | 1.5k | $79k | 66% | Sep 2021 | ||
| IAG Wealth Partners | 1.4k | $77k | 0% | Sep 2021 | ||
| Signature | 1.1k | $57k | 0% | Sep 2021 | ||
| Ancora Advisors | 1.1k | $56k | 0% | Sep 2021 | ||
| Bell Investment Advisors | 1.1k | $56k | 100% | Sep 2021 | ||
| Harbour Investments | 728.00 | $38k | 0% | Sep 2021 | ||
| Pacifica Partners | 707.00 | $38k | 100% | Sep 2021 | ||
| Tortoise Investment Management | 500.00 | $26k | 0% | Sep 2021 | ||
| FMR | 490.00 | $26k | 126% | Sep 2021 | ||
| Qube Research & Technologies | 478.00 | $25k | 30% | Sep 2021 | ||
| Proequities | 477.00 | $25k | 0% | Sep 2021 | ||
| FinTrust Capital Advisors | 468.00 | $25k | 0% | Sep 2021 | ||
| Lenox Wealth Advisors | 444.00 | $23k | -40% | Sep 2021 | ||
| North Star Investment Management | 300.00 | $16k | 0% | Sep 2021 | ||
| Patriot Financial Group Insurance Agency | 232.00 | $12k | 0% | Sep 2021 | ||
| Parkside Financial Bank & Trust | 217.00 | $11k | 0% | Sep 2021 | ||
| Geneos Wealth Management | 215.00 | $11k | 0% | Sep 2021 | ||
| TSFG | 180.00 | $10k | 100% | Sep 2021 | ||
| Capital Analysts | 157.00 | $8.0k | 1% | Sep 2021 | ||
| Bogart Wealth | 133.00 | $7.0k | -36% | Sep 2021 | ||
| Cribstone Capital Management | 128.00 | $7.0k | 100% | Sep 2021 | ||
| Charter Oak Capital Management | 117.00 | $6.0k | 0% | Sep 2021 | ||
| Carolinas Wealth Consulting | 102.00 | $5.0k | 100% | Sep 2021 | ||
| NVWM | 100.00 | $5.0k | 0% | Sep 2021 | ||
| Arkadios Wealth Advisors | 30.00 | $999.999000 | 0% | Sep 2021 | ||
| Wagner Wealth Management | 6.00 | $0 | 0% | Sep 2021 | ||
Who sold out of WisdomTree DEFA?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2021 | 41k | $2.2M |
| Jane Street | Jun 2021 | 28k | $1.5M |
| Dynamic Advisors Solutions | Jun 2021 | 7.1k | $388k |
| Advisor Resource Council | Jun 2021 | 5.8k | $318k |
| Arete Wealth Advisors | Jun 2021 | 4.0k | $219k |
| Northern Trust | Jun 2021 | 4.0k | $218k |
| Centaurus Financial | Jun 2021 | 1.9k | $101k |
| Private Ocean | Jun 2021 | 1.7k | $90k |
| Truvestments Capital | Jun 2021 | 809.00 | $44k |
| Haverford Trust Company | Jun 2021 | 530.00 | $530k |
| Barclays | Jun 2021 | 270.00 | $15k |
| C.M. Bidwell & Associates | Jun 2021 | 243.00 | $13k |