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WisdomTree DEFA shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 3.3k 66.22
2025-06-30 $208k 3.3k 63.56

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Vanguard S&p 500 Etf Etf (VOO)
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Powershares Qqq Tr Etf (QQQ)
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View all positions for Duncan Williams Asset Management

Top funds holding WisdomTree DEFA

Morgan Stanley
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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