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 Q2	$261K	Hold	8,550	–	–	﹤0.01%	1682
2026 Q1	$280K	Buy	+8,550	New	+$296K	﹤0.01%	1578

Other funds holding WDGF

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Beacon Pointe Advisors's WDGF Position: Q2 2026 in Review

Beacon Pointe Advisors held its WisdomTree Global Defense Fund (WDGF) position steady in Q2 2026 at 8,550 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Beacon Pointe Advisors first reported a position in WDGF in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 5 funds tracked by Wall St. Rank hold WDGF as of Q2 2026.

Beacon Pointe Advisors held 8,550 shares of WisdomTree Global Defense Fund worth $261K as of Q2 2026.
Beacon Pointe Advisors left its WisdomTree Global Defense Fund share count unchanged in Q2 2026.
WisdomTree Global Defense Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1682 holding.
Beacon Pointe Advisors first reported a position in WisdomTree Global Defense Fund in Q1 2026 and has held it in 2 quarters since.
Beacon Pointe Advisors's WisdomTree Global Defense Fund position peaked at $280K in Q1 2026.
5 funds tracked by Wall St. Rank held WisdomTree Global Defense Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.