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WisdomTree DEFA shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 258 66.22

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding WisdomTree DEFA

Morgan Stanley
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

View all funds holding WisdomTree DEFA