WisdomTree DEFA shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in WisdomTree DEFA
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All positions including WisdomTree DEFA held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree DEFA by Shakespeare Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.0M | 53k | 57.56 |
2024-03-31 | $24M | 438k | 54.80 |
2023-09-30 | $20M | 406k | 48.35 |
2023-06-30 | $20M | 396k | 50.03 |
2023-03-31 | $20M | 395k | 49.73 |
2022-12-31 | $19M | 401k | 47.04 |
2022-09-30 | $15M | 378k | 40.15 |
2022-06-30 | $16M | 357k | 45.78 |
2022-03-31 | $19M | 354k | 53.28 |
2021-12-31 | $19M | 342k | 54.08 |
2021-09-30 | $17M | 316k | 53.02 |
2021-06-30 | $17M | 304k | 55.30 |
2021-03-31 | $16M | 303k | 52.58 |
2020-12-31 | $15M | 299k | 50.63 |
2020-09-30 | $12M | 261k | 45.47 |
2020-06-30 | $11M | 246k | 44.27 |
2020-03-31 | $8.4M | 212k | 39.49 |
2019-12-31 | $9.3M | 174k | 53.48 |
2019-09-30 | $8.4M | 168k | 49.72 |
2019-06-30 | $8.1M | 159k | 51.01 |
2019-03-31 | $7.4M | 147k | 50.63 |
2018-12-31 | $6.6M | 142k | 46.60 |
2018-09-30 | $10M | 189k | 53.13 |
2018-06-30 | $9.5M | 181k | 52.75 |
2018-03-31 | $9.5M | 173k | 54.86 |
2017-12-31 | $9.2M | 164k | 55.78 |
More positions owned by Shakespeare Wealth Management
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