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WisdomTree DEFA shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $104k 1.6k 66.22
2025-06-30 $100k 1.6k 63.56
2025-03-31 $91k 1.6k 58.16
2024-12-31 $83k 1.6k 52.70

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Broadcom Call Call Option (Principal) (AVGO)
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Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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