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WisdomTree DEFA shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $67k 1.0k 66.23

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding WisdomTree DEFA

Morgan Stanley
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
Smallwood Wealth Investment Management
Mission Wealth Management

View all funds holding WisdomTree DEFA