Forthright Family Wealth Advisory’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Forthright Family Wealth Advisory’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	$282K	Buy	+10,383	New	+$310K	0.16%	43
2025 Q4	–	Sell	-25,275	Closed	-$852K	–	59
2025 Q3	$852K	Buy	+25,275	New	+$758K	0.52%	32

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Forthright Family Wealth Advisory's WDEF Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in WisdomTree Europe Defense Fund (WDEF) in Q2 2026: 10,383 shares worth $282K. The stake represents 0.16% of the portfolio and ranks #43 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in WDEF as recently as Q3 2025.

Forthright Family Wealth Advisory first reported a position in WDEF in Q3 2025 and has held it in 2 quarters since. The position peaked at $852K in Q3 2025. 7 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

Forthright Family Wealth Advisory held 10,383 shares of WisdomTree Europe Defense Fund worth $282K as of Q2 2026.
WisdomTree Europe Defense Fund was a new Forthright Family Wealth Advisory position in Q2 2026.
WisdomTree Europe Defense Fund made up 0.16% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #43 holding.
Forthright Family Wealth Advisory first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and has held it in 2 quarters since.
Forthright Family Wealth Advisory's WisdomTree Europe Defense Fund position peaked at $852K in Q3 2025.
7 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.