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WisdomTree DEFA shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.4k 128 73.21

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding WisdomTree DEFA

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

View all funds holding WisdomTree DEFA