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WisdomTree DEFA shares owned by LRI Investments

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in WisdomTree DEFA

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All positions including WisdomTree DEFA held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 391k 53.77
2024-06-30 $21M 397k 53.72
2024-03-31 $22M 399k 54.80

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

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