Legacy Financial Advisors »

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

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

Quarterly reported holdings in WisdomTree DEFA by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
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 Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Index Etf (IVV)

View all positions for Legacy Financial Advisors

Top funds holding WisdomTree DEFA

Frank. Day
Wealth Enhancement Advisory Services
Legacy Financial Advisors
Bank of America Corporation
Wells Fargo & Company
UBS Group
ValMark Advisers
Moller Financial Services
DB Wealth Management Group
Mission Wealth Management
Citadel Advisors
Raymond James Financial Services Advisors
JFS Wealth Advisors
HBK Sorce Advisory
Advisor Group Holdings

View all funds holding WisdomTree DEFA