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WisdomTree DEFA shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 325 57.56
2024-06-30 $18k 325 55.55
2024-03-31 $17k 325 53.55
2023-12-31 $17k 325 52.51
2023-09-30 $16k 325 48.35
2023-06-30 $16k 325 50.03
2023-03-31 $16k 325 49.73
2022-12-31 $15k 325 47.04

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View all positions for EverSource Wealth Advisors

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