Ownership history in MOLLER WEALTH PARTNERS · 65 quarters on record
This page tracks every 13F SEC filing in which MOLLER WEALTH PARTNERS reported a position in WISDOMTREE TRUST DEFA FD (DWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 102,757 | -450 | -0.4% | 1.48% | $7.1M | $68.76 |
| 2025 Q3 | REDUCED | 103,207 | -3,707 | -3.5% | 1.43% | $6.8M | $65.78 |
| 2025 Q2 | REDUCED | 106,914 | -5,825 | -5.2% | 1.50% | $6.8M | $62.83 |
| 2025 Q1 | REDUCED | 112,739 | -4,340 | -3.7% | 1.62% | $6.6M | $56.50 |
| 2024 Q4 | UNCHANGED | 117,079 | — | 0% | 1.62% | $6.2M | $51.00 |
| 2024 Q3 | REDUCED | 117,079 | -3,359 | -2.8% | 1.68% | $6.7M | $55.30 |
| 2024 Q2 | REDUCED | 120,438 | -778 | -0.6% | 1.73% | $6.5M | $51.34 |
| 2024 Q1 | UNCHANGED | 121,216 | — | 0% | 1.80% | $6.6M | $51.40 |
| 2023 Q4 | REDUCED | 121,216 | -138 | -0.1% | 1.79% | $6.4M | $48.97 |
| 2023 Q3 | UNCHANGED | 121,354 | — | 0% | 1.86% | $5.9M | $44.76 |
As of 2025 Q4 — sorted by position size