Who owns WisdomTree DEFA?
- Ticker: DWM
- CUSIP Number: 97717W703
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree DEFA with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree DEFA this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 1.0M | $57M | -5% | Mar 2024 |
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LPL Financial | 789k | $43M | 3% | Mar 2024 |
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Shakespeare Wealth Management | 438k | $24M | 8% | Mar 2024 |
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Legacy Financial Advisors | 397k | $22M | 8% | Mar 2024 |
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Wealth Enhancement Advisory Services | 385k | $21M | 6% | Mar 2024 |
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Bank of America Corporation | 324k | $18M | 3% | Mar 2024 |
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Wells Fargo & Company | 275k | $15M | 0% | Mar 2024 |
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ValMark Advisers | 121k | $6.6M | -1% | Mar 2024 |
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Moller Financial Services | 121k | $6.6M | 0% | Mar 2024 |
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Mission Wealth Management | 93k | $5.1M | 1% | Mar 2024 |
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DB Wealth Management Group | 92k | $4.8M | 0% | Dec 2023 |
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Citadel Advisors | 91k | $5.0M | 2% | Mar 2024 |
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Envestnet Asset Management | 84k | $4.6M | -1% | Mar 2024 |
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Raymond James Financial Services Advisors | 83k | $4.6M | -2% | Mar 2024 |
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Jane Street | 81k | $4.4M | 177% | Mar 2024 |
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JFS Wealth Advisors | 79k | $4.3M | -4% | Mar 2024 |
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Advisor Group Holdings | 75k | $4.1M | 2% | Mar 2024 |
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Tobias Financial Advisors | 69k | $3.8M | -19% | Mar 2024 |
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National Asset Management | 67k | $3.2M | 30% | Mar 2024 |
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HBK Sorce Advisory | 67k | $3.6M | -17% | Mar 2024 |
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CFG Asset Management | 58k | $3.2M | 33% | Mar 2024 |
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Raymond James & Associates | 55k | $3.0M | -8% | Mar 2024 |
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Susquehanna International | 52k | $2.9M | 51% | Mar 2024 |
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Sei Investments | 50k | $2.7M | -3% | Mar 2024 |
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Smallwood Wealth Investment Management | 48k | $2.6M | 2% | Mar 2024 |
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CIBC World Markets | 44k | $2.4M | 1% | Mar 2024 |
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Key FInancial | 37k | $2.0M | 4% | Mar 2024 |
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Flow Traders US | 35k | $1.9M | 77% | Mar 2024 |
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Pinnacle Wealth Planning Services | 34k | $1.9M | -10% | Mar 2024 |
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Janney Montgomery Scott | 30k | $1.7M | 0% | Mar 2024 |
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Advisor OS | 30k | $1.6M | 18% | Mar 2024 |
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Creative Planning | 29k | $1.6M | 0% | Mar 2024 |
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Octavia Wealth Advisors | 27k | $1.5M | -94% | Mar 2024 |
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Merit Financial Group | 27k | $1.5M | 1% | Mar 2024 |
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Courier Capital Corp | 27k | $1.5M | 0% | Mar 2024 |
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Plimoth Trust | 25k | $1.4M | -2% | Mar 2024 |
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Brian McDonald | 23k | $1.3M | -2% | Mar 2024 |
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Perennial Investment Advisors | 23k | $1.2M | -17% | Mar 2024 |
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Royal Bank of Canada | 21k | $1.2M | -25% | Mar 2024 |
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Cambridge Investment Research Advisors | 21k | $1.1M | -1% | Mar 2024 |
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Davenport & Co | 20k | $1.1M | 1% | Mar 2024 |
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Oarsman Capital | 20k | $1.1M | 3% | Mar 2024 |
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Geneos Wealth Management | 20k | $1.1M | 19% | Mar 2024 |
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Beacon Financial | 18k | $1.0M | -9% | Mar 2024 |
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Mariner Wealth Advisors | 18k | $982k | -2% | Mar 2024 |
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Frazier Financial Advisors | 18k | $979k | -3% | Mar 2024 |
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Jpmorgan Chase & Co | 18k | $970k | -15% | Mar 2024 |
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Stifel Financial | 17k | $936k | 0% | Mar 2024 |
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McLean Asset Management Corp | 16k | $871k | 0% | Mar 2024 |
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ProVise Management Group | 16k | $869k | -21% | Mar 2024 |
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Stratos Wealth Advisors | 15k | $821k | 18% | Mar 2024 |
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HighTower Advisors | 15k | $809k | -39% | Mar 2024 |
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Falcon Wealth Planning | 14k | $791k | -4% | Mar 2024 |
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Commonwealth Equity Services | 13k | $727k | 1% | Mar 2024 |
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Modera Wealth Management | 13k | $711k | 0% | Mar 2024 |
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Kmg Fiduciary Partners | 11k | $603k | 1% | Mar 2024 |
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Private Advisor | 9.6k | $524k | -6% | Mar 2024 |
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Steward Partners Investment Advisory | 9.3k | $512k | 0% | Mar 2024 |
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Kingsview Wealth Management | 9.2k | $507k | 0% | Mar 2024 |
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Gladstone Institutional Advisory | 8.3k | $435k | -6% | Dec 2023 |
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Pinnacle Financial Group, LLC / IL | 7.5k | $412k | -16% | Mar 2024 |
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Wiley Bros.-aintree Capital | 7.4k | $407k | 0% | Mar 2024 |
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Litman Gregory Asset Management | 7.0k | $384k | 0% | Mar 2024 |
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Allen Capital Group | 6.9k | $376k | 0% | Mar 2024 |
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Cape Ann Savings Bank | 6.8k | $372k | 0% | Mar 2024 |
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Pnc Financial Services | 6.5k | $354k | 0% | Mar 2024 |
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Trust Company of Virginia | 6.1k | $333k | -3% | Mar 2024 |
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Integrys Wealth Advisors | 6.0k | $328k | 0% | Mar 2024 |
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Howard Wealth Management | 5.6k | $308k | 0% | Mar 2024 |
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Rockbridge Investment Management, LCC | 5.5k | $301k | -2% | Mar 2024 |
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Signature Estate and Investment Advisors | 5.3k | $290k | -6% | Mar 2024 |
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McNamara Financial Services | 5.0k | $275k | 0% | Mar 2024 |
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Up Strategic Wealth Investment Advisors | 5.0k | $274k | 100% | Mar 2024 |
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Benedetti & Gucer | 4.8k | $260k | -6% | Mar 2024 |
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Gyl Financial Synergies | 4.6k | $240k | 0% | Dec 2023 |
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Sentinel Pension Advisors | 4.3k | $237k | -2% | Mar 2024 |
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Greylin Investment Management | 4.3k | $237k | 0% | Mar 2024 |
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JTC Employer Solutions Trustee | 4.2k | $232k | 0% | Mar 2024 |
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New Perspectives | 4.2k | $229k | 100% | Mar 2024 |
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Well Done | 4.1k | $225k | 0% | Mar 2024 |
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Viewpoint Capital Management | 4.1k | $225k | 0% | Mar 2024 |
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Valley National Advisers | 4.0k | $219k | 0% | Mar 2024 |
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A.N. Culbertson & Company | 3.7k | $203k | 100% | Mar 2024 |
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Nbc Securities | 3.5k | $189k | 2% | Mar 2024 |
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Huntington National Bank | 2.6k | $143k | 0% | Mar 2024 |
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Independence Bank of Kentucky | 2.4k | $132k | 0% | Mar 2024 |
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Aptus Capital Advisors | 1.7k | $90k | 100% | Mar 2024 |
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ICA Group Wealth Management | 1.6k | $86k | 16% | Mar 2024 |
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Signature | 1.1k | $59k | 0% | Mar 2024 |
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Ancora Advisors | 1.1k | $58k | 0% | Mar 2024 |
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Spire Wealth Management | 975.00 | $53k | 0% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 804.00 | $44k | 39% | Mar 2024 |
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Tidemark | 783.00 | $43k | 0% | Mar 2024 |
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O'shaughnessy Asset Management | 687.00 | $38k | 0% | Mar 2024 |
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Creative Capital Management Investments | 539.00 | $30k | 0% | Mar 2024 |
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McIlrath & Eck | 485.00 | $27k | 100% | Mar 2024 |
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FMR | 480.00 | $26k | -28% | Mar 2024 |
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Beacon Capital Management | 384.00 | $21k | 0% | Mar 2024 |
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Financial Freedom | 378.00 | $21k | 0% | Mar 2024 |
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GPS Wealth Strategies Group | 365.00 | $20k | 100% | Mar 2024 |
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EverSource Wealth Advisors | 325.00 | $17k | 0% | Mar 2024 |
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Creative Financial Designs | 203.00 | $11k | 0% | Mar 2024 |
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Bank Of Montreal | 164.00 | $9.0k | 811% | Mar 2024 |
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IFP Advisors | 148.00 | $7.8k | -46% | Dec 2023 |
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Bogart Wealth | 133.00 | $7.3k | 0% | Mar 2024 |
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William Blair $ Company | 120.00 | $6.6k | -7% | Mar 2024 |
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Principal Securities | 115.00 | $6.3k | 0% | Mar 2024 |
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Harbour Investments | 115.00 | $6.0k | 0% | Dec 2023 |
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TD Waterhouse Canada | 113.00 | $8.3k | 100% | Mar 2024 |
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Global Retirement Partners | 66.00 | $3.6k | 0% | Mar 2024 |
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Qube Research & Technologies | 66.00 | $3.6k | 0% | Mar 2024 |
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FRG Family Wealth Advisors | 40.00 | $2.1k | 100% | Mar 2024 |
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Game Plan Financial Advisors | 25.00 | $1.4k | 0% | Mar 2024 |
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Opal Wealth Advisors | 17.00 | $931.999500 | 100% | Mar 2024 |
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Tower Research Capital | 3.00 | $164.000100 | -40% | Mar 2024 |
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Who sold out of WisdomTree DEFA?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Frank. Day | Dec 2023 | 402k | $21M |
UBS Group | Dec 2023 | 241k | $13M |
AE Wealth Management | Dec 2023 | 59k | $3.1M |
Thrive Capital Management | Dec 2023 | 59k | $3.1M |
Flagship Harbor Advisors | Dec 2023 | 47k | $2.5M |
Cullen Capital Management | Dec 2023 | 19k | $977k |
Goldman Sachs Group | Dec 2023 | 6.4k | $335k |
Consolidated Portfolio Review Corp | Dec 2023 | 5.7k | $301k |
Kestra Advisory Services | Sep 2023 | 5.2k | $250k |
Advisory Services Network | Dec 2023 | 3.6k | $188k |
Cape Investment Advisory | Sep 2023 | 260.00 | $13k |
TSFG | Dec 2023 | 180.00 | $9.0k |