WisdomTree DEFA shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 61k | 66.22 |
| 2025-06-30 | $3.7M | 58k | 63.56 |
| 2025-03-31 | $3.3M | 56k | 58.16 |
| 2024-12-31 | $2.8M | 54k | 52.70 |
| 2024-09-30 | $3.0M | 52k | 57.56 |
| 2024-06-30 | $2.7M | 50k | 53.72 |
| 2024-03-31 | $2.6M | 48k | 54.80 |
| 2023-12-31 | $2.5M | 47k | 52.51 |
| 2023-09-30 | $2.1M | 44k | 48.35 |
| 2023-06-30 | $2.1M | 42k | 50.03 |
| 2023-03-31 | $2.2M | 44k | 49.73 |
| 2022-12-31 | $2.0M | 44k | 47.04 |
| 2022-09-30 | $1.5M | 37k | 40.15 |
| 2022-06-30 | $1.9M | 41k | 45.44 |
| 2022-03-31 | $2.1M | 40k | 52.75 |
| 2021-12-31 | $2.1M | 39k | 54.08 |
More positions owned by Smallwood Wealth Investment Management
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