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WisdomTree DEFA shares owned by FormulaFolio Investments

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by FormulaFolio Investments from 13F filings

Historical chart of FormulaFolio Investments investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by FormulaFolio Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by FormulaFolio Investments

Quarter filed Position value Share count Share price at filing
2021-06-30 $70k 1.3k 54.56
2021-03-31 $70k 1.3k 55.25

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Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND)
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Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH)
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd Etf (SPDW)
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Northern Lights Fund Trust Iv Formula Folios Etf Formula Folios Etf

View all positions for FormulaFolio Investments

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