WisdomTree DEFA shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in WisdomTree DEFA
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree DEFA held by Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree DEFA by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 56k | 66.22 |
| 2025-06-30 | $3.7M | 58k | 63.56 |
| 2025-03-31 | $3.6M | 61k | 58.16 |
| 2024-12-31 | $3.3M | 63k | 52.69 |
| 2024-09-30 | $3.7M | 64k | 57.56 |
| 2024-06-30 | $3.5M | 65k | 53.72 |
| 2024-03-31 | $3.8M | 69k | 54.80 |
| 2023-09-30 | $4.1M | 85k | 48.35 |
| 2023-06-30 | $10M | 201k | 50.03 |
| 2023-03-31 | $9.9M | 198k | 49.73 |
| 2022-12-31 | $9.1M | 194k | 47.04 |
| 2022-09-30 | $7.3M | 183k | 40.15 |
| 2022-06-30 | $5.9M | 130k | 45.44 |
| 2022-03-31 | $7.5M | 141k | 52.75 |
| 2021-09-30 | $6.8M | 128k | 52.87 |
| 2021-06-30 | $5.7M | 104k | 54.51 |
| 2021-03-31 | $4.9M | 94k | 52.58 |
| 2020-12-31 | $4.4M | 87k | 50.63 |
| 2020-09-30 | $3.6M | 80k | 45.47 |
| 2020-06-30 | $3.4M | 77k | 44.26 |
| 2020-03-31 | $6.0M | 152k | 39.49 |
| 2019-12-31 | $7.8M | 146k | 53.48 |