WisdomTree DEFA shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 9.4k | 66.22 |
| 2025-06-30 | $591k | 9.3k | 63.56 |
| 2025-03-31 | $541k | 9.3k | 58.15 |
| 2024-12-31 | $490k | 9.3k | 52.70 |
| 2024-09-30 | $536k | 9.3k | 57.56 |
| 2024-06-30 | $502k | 9.3k | 53.72 |
| 2024-03-31 | $512k | 9.3k | 54.80 |
| 2023-12-31 | $492k | 9.4k | 52.51 |
| 2023-09-30 | $476k | 9.9k | 48.35 |
| 2023-06-30 | $493k | 9.9k | 50.03 |
| 2023-03-31 | $492k | 9.9k | 49.73 |
| 2022-12-31 | $456k | 9.7k | 47.04 |
| 2022-09-30 | $393k | 9.8k | 40.10 |
| 2022-06-30 | $448k | 9.9k | 45.45 |
| 2022-03-31 | $641k | 12k | 52.71 |
| 2021-12-31 | $556k | 10k | 54.08 |
| 2021-09-30 | $659k | 13k | 52.89 |
| 2021-03-31 | $267k | 5.1k | 52.59 |
| 2020-09-30 | $263k | 5.8k | 45.49 |
| 2020-06-30 | $291k | 6.6k | 44.33 |
| 2020-03-31 | $466k | 12k | 39.41 |
| 2019-12-31 | $632k | 12k | 53.45 |
| 2019-09-30 | $607k | 12k | 49.65 |
| 2019-06-30 | $713k | 14k | 50.98 |
| 2019-03-31 | $857k | 17k | 50.58 |
| 2018-12-31 | $822k | 18k | 46.60 |
| 2018-09-30 | $794k | 15k | 53.14 |
| 2018-06-30 | $6.0k | 117 | 51.28 |
| 2018-03-31 | $113k | 2.1k | 54.77 |
| 2017-12-31 | $48k | 861 | 55.75 |
| 2017-09-30 | $32k | 599 | 53.42 |
| 2017-06-30 | $2.0k | 50 | 40.00 |
More positions owned by Steward Partners Investment Advisory
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