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
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Quarterly reported holdings in WisdomTree DEFA by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 8.6k | 66.22 |
| 2025-06-30 | $619k | 9.7k | 63.56 |
| 2025-03-31 | $631k | 11k | 58.15 |
| 2024-12-31 | $775k | 15k | 52.69 |
| 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 |