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
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Quarterly reported holdings in WisdomTree DEFA by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 325 | 66.22 |
| 2025-06-30 | $21k | 325 | 63.56 |
| 2025-03-31 | $19k | 325 | 58.15 |
| 2024-12-31 | $17k | 325 | 52.70 |
| 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 |
More positions owned by EverSource Wealth Advisors
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