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WisdomTree DEFA shares owned by Regimen Wealth

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

Historical chart of Regimen Wealth investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Regimen Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $249k 5.1k 48.35
2023-06-30 $256k 5.1k 50.03
2023-03-31 $249k 5.0k 49.73

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Regimen Wealth

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Shakespeare Wealth Management
Legacy Financial Advisors
Wealth Enhancement Advisory Services
Bank of America Corporation
Wells Fargo & Company
ValMark Advisers
Moller Financial Services
Mission Wealth Management
DB Wealth Management Group
Citadel Advisors
Envestnet Asset Management
Raymond James Financial Services Advisors
Jane Street

View all funds holding WisdomTree DEFA