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WisdomTree DEFA shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 29k 57.56
2024-06-30 $2.4M 46k 53.72
2024-03-31 $3.4M 63k 54.80

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Wealth Enhancement Advisory Services
LRI Investments
Legacy Financial Advisors
Bank of America Corporation
Wells Fargo & Company
ValMark Advisers
Moller Financial Services
Envestnet Asset Management
JFS Wealth Advisors
Raymond James Financial Services Advisors
Mission Wealth Management
Tobias Financial Advisors
HBK Sorce Advisory

View all funds holding WisdomTree DEFA