Laurel Oak Wealth Management »

WisdomTree DEFA shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak Wealth Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree DEFA by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $485k 6.9k 69.89

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Wells Fargo & Company
LRI Investments
Bank of America Corporation
ValMark Advisers
UBS Group
Envestnet Asset Management
Kestra Advisory Services
Moller Financial Services
Flow Traders US
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
CFG Asset Management

View all funds holding WisdomTree DEFA