Cresset Asset Management’s WisdomTree Global Defense Fund WDGF Stock Holding History

Cresset Asset Management’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	–	Sell	-131,742	Closed	-$4.32M	–	1864
2026 Q1	$4.32M	Buy	+131,742	New	+$4.56M	0.02%	399

Other funds holding WDGF

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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

Cresset Asset Management's WDGF Position: Q2 2026 in Review

Cresset Asset Management sold out of WisdomTree Global Defense Fund (WDGF) in Q2 2026, closing a stake of 131,742 shares — an estimated $4.32M sold.

Cresset Asset Management first reported a position in WDGF in Q1 2026 and held it in 1 quarter. The position peaked at $4.32M in Q1 2026. 5 funds tracked by Wall St. Rank hold WDGF as of Q2 2026.

Cresset Asset Management reported no remaining WisdomTree Global Defense Fund position as of Q2 2026 after selling out during the quarter.
Cresset Asset Management sold 131,742 WisdomTree Global Defense Fund shares in Q2 2026, an estimated $4.32M.
Cresset Asset Management first reported a position in WisdomTree Global Defense Fund in Q1 2026 and held it in 1 quarter.
Cresset Asset Management's WisdomTree Global Defense Fund position peaked at $4.32M in Q1 2026.
5 funds tracked by Wall St. Rank held WisdomTree Global Defense Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.