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WisdomTree DEFA shares owned by New World Advisors

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

Historical chart of New World Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by New World Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 4.5k 57.56
2024-06-30 $224k 4.2k 53.72

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Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ark Etf Tr Innovation Etf (ARKK)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for New World Advisors

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