WisdomTree DEFA shares owned by Advisor OS
Historical chart of Advisor OS investment in WisdomTree DEFA
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All positions including WisdomTree DEFA held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in WisdomTree DEFA by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 37k | 58.75 |
| 2024-06-30 | $1.8M | 33k | 53.72 |
| 2024-03-31 | $1.6M | 30k | 54.80 |
| 2023-12-31 | $1.3M | 25k | 52.51 |
| 2023-09-30 | $1.2M | 25k | 48.35 |
| 2023-06-30 | $2.3M | 45k | 50.03 |
| 2023-03-31 | $2.1M | 42k | 49.73 |