WisdomTree DEFA shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 60k | 57.56 |
| 2024-06-30 | $3.2M | 60k | 53.72 |
| 2024-03-31 | $3.6M | 67k | 54.80 |
| 2023-12-31 | $4.2M | 80k | 52.51 |
| 2023-09-30 | $4.4M | 90k | 48.35 |
| 2023-06-30 | $6.8M | 136k | 50.03 |
| 2023-03-31 | $11M | 212k | 49.73 |
| 2022-12-31 | $23M | 494k | 47.04 |
| 2022-09-30 | $59M | 1.5M | 40.15 |
| 2022-06-30 | $69M | 1.5M | 45.44 |
| 2022-03-31 | $67M | 1.3M | 52.75 |