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WisdomTree DEFA shares owned by Advisor OS

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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
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

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Apple (AAPL)
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View all positions for Advisor OS

Top funds holding WisdomTree DEFA

Frank. Day
Wealth Enhancement Advisory Services
Legacy Financial Advisors
Bank of America Corporation
Wells Fargo & Company
UBS Group
ValMark Advisers
Moller Financial Services
DB Wealth Management Group
Mission Wealth Management
Citadel Advisors
Raymond James Financial Services Advisors
JFS Wealth Advisors
HBK Sorce Advisory
Advisor Group Holdings

View all funds holding WisdomTree DEFA