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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Top investors of WisdomTree DEFA stock
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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| 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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| National Asset Management | 52k | $2.7M | -23% | Dec 2023 |
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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 |
|
| 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 |