WisdomTree DEFA shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 5.2k | 66.22 |
| 2025-06-30 | $331k | 5.2k | 63.56 |
| 2025-03-31 | $308k | 5.3k | 58.15 |
| 2024-12-31 | $285k | 5.4k | 52.69 |
| 2024-09-30 | $311k | 5.4k | 57.56 |
| 2024-06-30 | $293k | 5.5k | 53.72 |
| 2024-03-31 | $301k | 5.5k | 54.80 |
| 2023-12-31 | $293k | 5.6k | 52.51 |
| 2023-09-30 | $275k | 5.7k | 48.35 |
| 2023-06-30 | $286k | 5.7k | 50.03 |
| 2023-03-31 | $271k | 5.5k | 49.73 |
| 2022-12-31 | $260k | 5.5k | 47.04 |
| 2022-09-30 | $223k | 5.6k | 40.15 |
| 2022-06-30 | $253k | 5.6k | 45.44 |
| 2022-03-31 | $296k | 5.6k | 53.31 |
| 2021-12-31 | $409k | 7.6k | 54.01 |
More positions owned by Rockbridge Investment Management, LCC
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