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WisdomTree DEFA shares owned by ICA Group Wealth Management

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by ICA Group Wealth Management from 13F filings

Historical chart of ICA Group Wealth Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by ICA Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $11k 211 53.72
2024-03-31 $86k 1.6k 54.80
2023-12-31 $71k 1.4k 52.51
2023-06-30 $68k 1.4k 50.03
2023-03-31 $67k 1.4k 49.73
2022-12-31 $64k 1.4k 47.04

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
Vanguard Russell 1000 Growth Stock/ETF (VONG)
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Ishares Core MF Closed and MF Open (IVV)
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)
iShares MSCI World Index Stock/ETF (URTH)
Nvidia Corp Common Stock (NVDA)

View all positions for ICA Group Wealth Management

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