BPA
WDGF

Beacon Pointe Advisors’s WisdomTree Global Defense Fund WDGF Stock Holding History

Beacon Pointe Advisors’s Portfolio WDGF Stock Details WDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Buy
+8,550
New +$296K ﹤0.01% 1578

Other funds holding WDGF

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Beacon Pointe Advisors's WDGF Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in WisdomTree Global Defense Fund (WDGF) in Q1 2026: 8,550 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings.

4 funds tracked by Wall St. Rank hold WDGF as of Q1 2026.

  • Beacon Pointe Advisors held 8,550 shares of WisdomTree Global Defense Fund worth $280K as of Q1 2026.
  • WisdomTree Global Defense Fund was a new Beacon Pointe Advisors position in Q1 2026.
  • WisdomTree Global Defense Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1578 holding.
  • 4 funds tracked by Wall St. Rank held WisdomTree Global Defense Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.