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WisdomTree DEFA shares owned by American Trust

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

Historical chart of American Trust investment in WisdomTree DEFA

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All positions including WisdomTree DEFA held by American Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 3.1k 66.23

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Jpmorgan Active Growth Etf Equities (JGRO)
Ishares Core Dividend Growth Equities (DGRO)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Small Cap Etf Equities (VB)
Vanguard Growth Etf Equities (VUG)
Vanguard Mid Cap Index Etf Equities (VO)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jpmorgan Municipal Etf Equities (JMUB)
Microsoft Equities (MSFT)
Apple Equities (AAPL)
Jp Morgan Chase Equities (JPM)

View all positions for American Trust

Top funds holding WisdomTree DEFA

Morgan Stanley
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Wealth Enhancement Advisory Services
ValMark Advisers
UBS Group
Kestra Advisory Services
Moller Financial Services
Raymond James Financial
Cetera Investment Advisers
JFS Wealth Advisors
CFG Asset Management
Smallwood Wealth Investment Management
Mission Wealth Management

View all funds holding WisdomTree DEFA