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WisdomTree DEFA shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree DEFA by Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 251 57.62

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Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
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Microsoft Corporation (MSFT)
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Ishares Short Treasury Bond Etf Etf (SHV)
Alphabet Inc Class C cs (GOOG)
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Visa (V)
JPMorgan Chase & Co. (JPM)

View all positions for Winch Advisory Services

Top funds holding WisdomTree DEFA

LPL Financial
LRI Investments
Wealth Enhancement Advisory Services
Bank of America Corporation
Wells Fargo & Company
ValMark Advisers
Moller Financial Services
Envestnet Asset Management
JFS Wealth Advisors
Raymond James Financial Services Advisors
Mission Wealth Management
Tobias Financial Advisors
HBK Sorce Advisory
CFG Asset Management
Smallwood Wealth Investment Management

View all funds holding WisdomTree DEFA