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

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 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. 7 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.
  • 7 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.