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WisdomTree DEFA shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $6.5k 123 52.69
2024-12-31 $6.5k 123 52.69
2024-09-30 $44k 762 57.56
2020-03-31 $30k 762 39.37

More positions owned by Harwood Advisory

Ishares Tr Msci Eafe Etf (EFA)
Vaneck Etf Trust Clo Etf (CLOI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Harwood Advisory

Top funds holding WisdomTree DEFA

LPL Financial
LRI Investments
Wells Fargo & Company
Wealth Enhancement Advisory Services
ValMark Advisers
UBS Group
Kestra Advisory Services
Moller Financial Services
Raymond James Financial
Cetera Investment Advisers
JFS Wealth Advisors
CFG Asset Management
Mission Wealth Management
Smallwood Wealth Investment Management
Tobias Financial Advisors

View all funds holding WisdomTree DEFA