IAIM
WDEF

International Assets Investment Management’s WisdomTree Europe Defense Fund WDEF Stock Holding History

International Assets Investment 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 		$14K Hold
500
– – ﹤0.01% 1724
2026
Q1 		$16.3K Buy
+500
New +$16.4K ﹤0.01% 1562

Other funds holding WDEF

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

International Assets Investment Management's WDEF Position: Q2 2026 in Review

International Assets Investment Management held its WisdomTree Europe Defense Fund (WDEF) position steady in Q2 2026 at 500 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

International Assets Investment Management first reported a position in WDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.3K in Q1 2026. 15 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • International Assets Investment Management held 500 shares of WisdomTree Europe Defense Fund worth $14K as of Q2 2026.
  • International Assets Investment Management left its WisdomTree Europe Defense Fund share count unchanged in Q2 2026.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1724 holding.
  • International Assets Investment Management first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and has held it in 2 quarters since.
  • International Assets Investment Management's WisdomTree Europe Defense Fund position peaked at $16.3K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.