CreativeOne Wealth’s WisdomTree Europe Defense Fund WDEF Stock Holding History

CreativeOne Wealth’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 Q1	$337K	Buy	+10,900	New	+$358K	0.01%	938

Other funds holding WDEF

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CreativeOne Wealth's WDEF Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in WisdomTree Europe Defense Fund (WDEF) in Q1 2026: 10,900 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #938 among its holdings.

31 funds tracked by Wall St. Rank hold WDEF as of Q1 2026.

CreativeOne Wealth held 10,900 shares of WisdomTree Europe Defense Fund worth $337K as of Q1 2026.
WisdomTree Europe Defense Fund was a new CreativeOne Wealth position in Q1 2026.
WisdomTree Europe Defense Fund made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #938 holding.
31 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.