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WisdomTree DEFA shares owned by Colony

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

Historical chart of Colony investment in WisdomTree DEFA

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

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Quarterly reported holdings in WisdomTree DEFA by Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 16k 66.22
2025-06-30 $310k 4.9k 63.55
2025-03-31 $283k 4.9k 58.15
2024-12-31 $259k 4.9k 52.69

More positions owned by Colony

Select Sector Spdr Tr Technology (XLK)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
LRI Investments
Wells Fargo & Company
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