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WisdomTree DEFA shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $20M 377k 53.72
2024-03-31 $22M 397k 54.80
2023-12-31 $19M 367k 52.51
2023-09-30 $17M 356k 48.35
2023-06-30 $15M 293k 50.03
2023-03-31 $733k 15k 49.73

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Natixis Gateway Quality Income Etf Etf (GQI)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Nvidia Corp Stock (NVDA)
Procter And Gamble Stock (PG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)

View all positions for Legacy Financial Advisors

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