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WisdomTree DEFA shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.2k 84 73.65

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust St Str P400mid (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding WisdomTree DEFA

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Moller Financial Services
Ameriprise Financial
Raymond James Financial
Kestra Advisory Services
CFG Asset Management
Mml Investors Services

View all funds holding WisdomTree DEFA