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WisdomTree DEFA shares owned by New Perspectives

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by New Perspectives from 13F filings

Historical chart of New Perspectives investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by New Perspectives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by New Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 4.2k 54.80

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
EastGroup Properties (EGP)

View all positions for New Perspectives

Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Shakespeare Wealth Management
LRI Investments
Legacy Financial Advisors
Wealth Enhancement Advisory Services
Bank of America Corporation
Wells Fargo & Company
ValMark Advisers
Moller Financial Services
Mission Wealth Management
DB Wealth Management Group
Citadel Advisors
Envestnet Asset Management
Raymond James Financial Services Advisors

View all funds holding WisdomTree DEFA