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WisdomTree DEFA shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 385k 54.80
2023-12-31 $19M 364k 52.51
2023-09-30 $17M 360k 48.35
2023-06-30 $14M 271k 50.03

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding WisdomTree DEFA

Frank. Day
Wealth Enhancement Advisory Services
Legacy Financial Advisors
Bank of America Corporation
Wells Fargo & Company
UBS Group
ValMark Advisers
Moller Financial Services
Mission Wealth Management
DB Wealth Management Group
Citadel Advisors
Raymond James Financial Services Advisors
HBK Sorce Advisory
JFS Wealth Advisors
Advisor Group Holdings

View all funds holding WisdomTree DEFA