CRWM
WDEF

Castle Rock Wealth Management’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Castle Rock Wealth Management’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
Q2 		– Sell
-24,495
Closed -$790K – 282
2026
Q1 		$790K Buy
+24,495
New +$805K 0.17% 127

Other funds holding WDEF

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Castle Rock Wealth Management's WDEF Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of WisdomTree Europe Defense Fund (WDEF) in Q2 2026, closing a stake of 24,495 shares — an estimated $790K sold.

Castle Rock Wealth Management first reported a position in WDEF in Q1 2026 and held it in 1 quarter. The position peaked at $790K in Q1 2026. 39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining WisdomTree Europe Defense Fund position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 24,495 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $790K.
  • Castle Rock Wealth Management first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and held it in 1 quarter.
  • Castle Rock Wealth Management's WisdomTree Europe Defense Fund position peaked at $790K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.