WisdomTree DEFA shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 26k | 66.22 |
| 2025-06-30 | $1.7M | 27k | 63.56 |
| 2025-03-31 | $1.7M | 29k | 58.15 |
| 2024-12-31 | $1.4M | 26k | 52.70 |
| 2024-09-30 | $1.3M | 23k | 57.56 |
| 2024-06-30 | $1.2M | 22k | 53.72 |
| 2024-03-31 | $1.1M | 20k | 54.80 |
| 2023-12-31 | $877k | 17k | 52.51 |
| 2023-09-30 | $688k | 14k | 48.35 |
| 2023-06-30 | $658k | 13k | 50.03 |
| 2023-03-31 | $461k | 9.3k | 49.73 |
| 2022-12-31 | $320k | 6.8k | 47.04 |
| 2022-09-30 | $127k | 3.2k | 39.92 |
| 2022-06-30 | $43k | 965 | 44.56 |
| 2022-03-31 | $11k | 215 | 51.16 |
| 2021-12-31 | $11k | 215 | 51.16 |
| 2021-09-30 | $11k | 215 | 51.16 |
| 2021-06-30 | $11k | 215 | 51.16 |
| 2021-03-31 | $11k | 215 | 51.16 |
| 2020-12-31 | $11k | 215 | 51.16 |
| 2020-09-30 | $9.0k | 215 | 41.86 |
| 2020-06-30 | $9.0k | 215 | 41.86 |
| 2020-03-31 | $8.0k | 215 | 37.21 |
| 2019-12-31 | $11k | 215 | 51.16 |
| 2019-09-30 | $10k | 215 | 46.51 |
| 2019-06-30 | $10k | 215 | 46.51 |
| 2019-03-31 | $10k | 215 | 46.51 |
| 2018-12-31 | $9.0k | 215 | 41.86 |
| 2018-09-30 | $11k | 215 | 51.16 |
| 2018-06-30 | $11k | 215 | 51.16 |
| 2018-03-31 | $11k | 215 | 51.16 |
| 2017-12-31 | $11k | 215 | 51.16 |
| 2017-09-30 | $11k | 215 | 51.16 |
| 2017-06-30 | $14k | 280 | 50.00 |
| 2017-03-31 | $13k | 280 | 46.43 |
| 2016-12-31 | $12k | 280 | 42.86 |
| 2016-09-30 | $13k | 280 | 46.43 |
| 2016-06-30 | $17k | 393 | 43.26 |
| 2016-03-31 | $17k | 393 | 43.26 |