WisdomTree DEFA shares owned by ValMark Advisers
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in WisdomTree DEFA
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All positions including WisdomTree DEFA held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $11M | 182k | 57.56 |
2024-06-30 | $6.7M | 125k | 53.72 |
2024-03-31 | $6.6M | 121k | 54.80 |
2023-12-31 | $6.5M | 123k | 52.51 |
2023-09-30 | $5.9M | 122k | 48.35 |
2023-06-30 | $6.2M | 124k | 50.03 |
2023-03-31 | $5.0M | 101k | 49.73 |
2022-12-31 | $4.6M | 97k | 47.04 |
2022-09-30 | $3.6M | 90k | 40.15 |
2022-06-30 | $3.9M | 85k | 45.44 |
2022-03-31 | $3.9M | 74k | 52.75 |
2021-12-31 | $3.8M | 71k | 54.08 |
2021-09-30 | $3.6M | 68k | 52.87 |
2021-06-30 | $3.6M | 66k | 54.50 |
2021-03-31 | $3.2M | 62k | 52.59 |
2020-12-31 | $3.1M | 62k | 50.63 |
2020-09-30 | $2.8M | 61k | 45.47 |
2020-06-30 | $2.7M | 60k | 44.27 |
2020-03-31 | $2.3M | 59k | 39.49 |
2019-12-31 | $3.2M | 61k | 53.48 |
2019-09-30 | $3.3M | 67k | 49.72 |
2019-06-30 | $3.5M | 69k | 51.00 |
2019-03-31 | $3.4M | 68k | 50.63 |
2018-12-31 | $2.9M | 61k | 46.61 |
2018-09-30 | $3.2M | 61k | 53.13 |
2018-06-30 | $3.2M | 61k | 52.75 |
2018-03-31 | $3.1M | 57k | 54.85 |
2017-12-31 | $3.0M | 54k | 55.78 |
2017-09-30 | $2.5M | 46k | 54.45 |
2017-06-30 | $1.9M | 37k | 51.89 |
2017-03-31 | $1.4M | 28k | 49.71 |
2016-12-31 | $1.2M | 25k | 46.40 |
2016-09-30 | $761k | 16k | 47.09 |
2016-06-30 | $206k | 4.6k | 44.83 |
2016-03-31 | $210k | 4.6k | 45.70 |
2015-12-31 | $214k | 4.6k | 46.57 |
2015-09-30 | $209k | 4.6k | 45.48 |