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WisdomTree DEFA shares owned by New Perspectives

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

Historical chart of New Perspectives investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by New Perspectives

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 4.2k 57.56
2024-06-30 $224k 4.2k 53.72
2024-03-31 $229k 4.2k 54.80

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Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Sherwin-Williams Company (SHW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eli Lilly & Co. (LLY)

View all positions for New Perspectives

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