Avestar Capital’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Avestar Capital’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
2026 Q3	$620K	Buy	+22,174	New	+$663K	0.05%	313

Other funds holding WDEF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forthright Family Wealth Advisory Houston, Texas $176M AUM 13.05% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Avestar Capital's WDEF Position: Q3 2026 in Review

Avestar Capital opened a new position in WisdomTree Europe Defense Fund (WDEF) in Q3 2026: 22,174 shares worth $620K. The stake represents 0.05% of the portfolio and ranks #313 among its holdings.

19 funds tracked by Wall St. Rank hold WDEF as of Q3 2026.

Avestar Capital held 22,174 shares of WisdomTree Europe Defense Fund worth $620K as of Q3 2026.
WisdomTree Europe Defense Fund was a new Avestar Capital position in Q3 2026.
WisdomTree Europe Defense Fund made up 0.05% of Avestar Capital's portfolio in Q3 2026, its #313 holding.
19 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.