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WisdomTree DEFA shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $36k 510 69.89
2025-06-30 $143k 2.2k 65.58

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Wells Fargo & Company
LRI Investments
Bank of America Corporation
ValMark Advisers
UBS Group
Envestnet Asset Management
Kestra Advisory Services
Moller Financial Services
Flow Traders US
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
CFG Asset Management

View all funds holding WisdomTree DEFA