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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
2024-09-30 $1.7M 29k 57.56

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Robertson Stephens Wealth Management

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