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WisdomTree DEFA shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in WisdomTree DEFA

20182019202020212022202320241M2M3M4M20k40k60k80k100k
Value ($)Share countHistorical DWM position of Beacon Financial Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree DEFA by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $917k 16k 57.56
2024-06-30 $882k 16k 53.72
2024-03-31 $1.0M 18k 54.80
2023-12-31 $1.1M 20k 52.51
2023-09-30 $1.0M 20k 49.95
2023-06-30 $1.5M 30k 49.47
2023-03-31 $1.6M 32k 50.16
2022-12-31 $1.5M 32k 47.05
2022-09-30 $1.3M 33k 40.33
2022-06-30 $1.5M 33k 45.96
2022-03-31 $1.7M 33k 53.20
2021-12-31 $1.8M 32k 54.31
2021-09-30 $1.7M 32k 53.12
2021-06-30 $1.7M 32k 54.05
2021-03-31 $1.7M 33k 52.44
2020-12-31 $1.7M 33k 52.44
2020-09-30 $2.4M 95k 25.43
2020-06-30 $1.5M 34k 44.35
2020-03-31 $4.1M 103k 39.62
2019-12-31 $4.0M 75k 53.48
2019-09-30 $3.6M 74k 49.62
2019-06-30 $3.7M 73k 51.01
2019-03-31 $3.7M 72k 50.63
2018-12-31 $3.1M 67k 46.51
2018-09-30 $3.5M 66k 53.14
2018-06-30 $3.5M 67k 52.75
2018-03-31 $3.4M 63k 54.86
2017-12-31 $2.6M 46k 55.77