WisdomTree DEFA shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.3k | 61 | 69.89 |
| 2025-12-31 | $4.2k | 61 | 68.75 |
| 2025-09-30 | $4.0k | 61 | 66.21 |
| 2025-06-30 | $3.9k | 61 | 63.56 |
| 2025-03-31 | $3.5k | 61 | 58.15 |
| 2024-12-31 | $3.5k | 61 | 58.15 |