AI
WDEF

Atria Investments’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Atria Investments’s Portfolio WDEF Stock Details WDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,806
Closed -$735K – 2149
2025
Q3 		$735K Buy
+21,806
New +$654K 0.01% 1205

Other funds holding WDEF

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

Atria Investments's WDEF Position: Q4 2025 in Review

Atria Investments sold out of WisdomTree Europe Defense Fund (WDEF) in Q4 2025, closing a stake of 21,806 shares — an estimated $735K sold.

Atria Investments first reported a position in WDEF in Q3 2025 and held it in 1 quarter. The position peaked at $735K in Q3 2025. 17 funds tracked by Wall St. Rank hold WDEF as of Q4 2025.

  • Atria Investments reported no remaining WisdomTree Europe Defense Fund position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 21,806 WisdomTree Europe Defense Fund shares in Q4 2025, an estimated $735K.
  • Atria Investments first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and held it in 1 quarter.
  • Atria Investments's WisdomTree Europe Defense Fund position peaked at $735K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.