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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

Tip: Access up to 7 years of quarterly data

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

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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
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