Evermay Wealth Management
WDEF icon

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

Evermay 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
Q3 		$28K Hold
1,000
– – ﹤0.01% 403
2026
Q2 		$27.2K Buy
+1,000
New +$29.9K ﹤0.01% 418

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Evermay Wealth Management's WDEF Position: Q3 2026 in Review

Evermay Wealth Management held its WisdomTree Europe Defense Fund (WDEF) position steady in Q3 2026 at 1,000 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Evermay Wealth Management first reported a position in WDEF in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold WDEF as of Q3 2026.

  • Evermay Wealth Management held 1,000 shares of WisdomTree Europe Defense Fund worth $28K as of Q3 2026.
  • Evermay Wealth Management left its WisdomTree Europe Defense Fund share count unchanged in Q3 2026.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #403 holding.
  • Evermay Wealth Management first reported a position in WisdomTree Europe Defense Fund in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.