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WisdomTree DEFA shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $961k 15k 66.22
2025-06-30 $1.0M 16k 63.56
2025-03-31 $1.3M 23k 58.16
2024-12-31 $2.8M 54k 52.71
2024-09-30 $1.7M 29k 57.56

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding WisdomTree DEFA

Morgan Stanley
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ValMark Advisers
UBS Group
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Moller Financial Services
Raymond James Financial
Cetera Investment Advisers
JFS Wealth Advisors
CFG Asset Management
Smallwood Wealth Investment Management
Mission Wealth Management

View all funds holding WisdomTree DEFA