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WisdomTree DEFA shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in WisdomTree DEFA

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

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Quarterly reported holdings in WisdomTree DEFA by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 83k 57.56
2024-06-30 $4.4M 82k 53.72
2024-03-31 $4.6M 84k 54.80
2023-09-30 $4.1M 85k 48.35
2023-06-30 $4.5M 89k 50.03
2023-03-31 $4.2M 85k 49.73
2022-12-31 $5.2M 111k 47.04
2022-09-30 $4.4M 110k 40.15
2022-06-30 $2.5M 55k 45.44
2022-03-31 $2.7M 51k 52.74
2021-12-31 $2.6M 48k 54.08
2021-09-30 $2.5M 48k 52.88
2021-06-30 $2.9M 53k 54.52
2021-03-31 $2.8M 53k 52.59
2020-12-31 $3.0M 60k 50.62
2020-09-30 $2.8M 61k 45.47
2020-06-30 $5.2M 118k 44.27
2020-03-31 $2.4M 61k 39.49
2019-12-31 $11M 210k 53.48
2019-09-30 $10M 206k 49.72
2019-06-30 $11M 208k 51.01
2019-03-31 $11M 212k 50.63
2018-12-31 $4.3M 91k 46.60
2018-09-30 $2.3M 42k 53.14
2018-06-30 $4.6M 87k 52.73
2018-03-31 $3.9M 69k 56.04
2017-12-31 $5.4M 97k 55.78
2017-09-30 $5.6M 103k 54.45
2017-06-30 $8.9M 172k 51.90
2017-03-31 $8.5M 171k 49.72
2016-12-31 $7.1M 154k 46.40
2016-09-30 $5.0M 107k 47.07
2016-06-30 $3.1M 70k 44.75
2016-03-31 $3.7M 80k 45.79
2015-12-31 $2.7M 59k 46.58
2015-09-30 $3.9M 86k 45.42
2015-06-30 $7.9M 155k 51.04
2015-03-31 $3.7M 71k 51.80
2014-12-31 $417k 8.4k 49.57
2014-09-30 $866k 17k 52.26
2014-06-30 $977k 17k 56.01
2014-03-31 $973k 18k 54.68
2013-12-31 $956k 18k 54.44
2013-09-30 $552k 11k 51.70
2013-06-30 $509k 11k 46.03

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding WisdomTree DEFA

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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