WisdomTree DEFA shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in WisdomTree DEFA
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree DEFA held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree DEFA by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 27k | 54.80 |
| 2023-12-31 | $26M | 485k | 52.51 |
| 2023-09-30 | $23M | 470k | 48.35 |
| 2023-06-30 | $22M | 444k | 50.03 |
| 2023-03-31 | $21M | 419k | 49.73 |
| 2022-12-31 | $17M | 358k | 47.04 |
| 2022-09-30 | $13M | 312k | 40.15 |
| 2022-06-30 | $6.9M | 153k | 44.97 |
| 2022-03-31 | $7.6M | 144k | 52.75 |
| 2021-12-31 | $7.1M | 130k | 54.08 |
| 2021-09-30 | $5.8M | 109k | 52.68 |
| 2021-06-30 | $4.5M | 82k | 54.51 |
| 2021-03-31 | $3.8M | 72k | 52.59 |
| 2020-12-31 | $4.1M | 81k | 50.63 |