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WisdomTree DEFA shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $449k 7.7k 58.15
2025-06-30 $246k 3.9k 63.57
2025-03-31 $225k 3.9k 58.15
2024-12-31 $214k 3.9k 55.53

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Sanctuary Advisors

Top funds holding WisdomTree DEFA

LPL Financial
LRI Investments
Wells Fargo & Company
Wealth Enhancement Advisory Services
ValMark Advisers
UBS Group
Kestra Advisory Services
Moller Financial Services
Raymond James Financial
Cetera Investment Advisers
JFS Wealth Advisors
CFG Asset Management
Smallwood Wealth Investment Management
Mission Wealth Management
Tobias Financial Advisors

View all funds holding WisdomTree DEFA