Founders Financial Alliance »

WisdomTree DEFA shares owned by Founders Financial Alliance

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Founders Financial Alliance from 13F filings

Historical chart of Founders Financial Alliance investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree DEFA by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $105k 1.5k 69.90
2022-06-30 $53k 1.2k 45.11

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alphabet Cap Stk Cl A (GOOGL)
Duke Energy Corp Com New (DUK)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Ban (FBNC)
Spdr Series Trust State Street Spd (BIL)
Capital Group Dividend Growe Shs Etf (CGDG)

View all positions for Founders Financial Alliance

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Wells Fargo & Company
LRI Investments
Bank of America Corporation
ValMark Advisers
UBS Group
Envestnet Asset Management
Kestra Advisory Services
Moller Financial Services
Flow Traders US
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
CFG Asset Management

View all funds holding WisdomTree DEFA