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WisdomTree DEFA shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $615k 8.8k 69.89

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Wells Fargo & Company
LRI Investments
Bank of America Corporation
ValMark Advisers
UBS Group
Envestnet Asset Management
Kestra Advisory Services
Moller Financial Services
Flow Traders US
Raymond James Financial
Ameriprise Financial
Cetera Investment Advisers
CFG Asset Management

View all funds holding WisdomTree DEFA