Kestra Advisory Services’s WisdomTree Global Defense Fund WDGF Stock Holding History

Kestra Advisory Services’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 Q1	$359K	Buy	+10,944	New	+$378K	﹤0.01%	2476

Other funds holding WDGF

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Kestra Advisory Services's WDGF Position: Q1 2026 in Review

Kestra Advisory Services opened a new position in WisdomTree Global Defense Fund (WDGF) in Q1 2026: 10,944 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings.

4 funds tracked by Wall St. Rank hold WDGF as of Q1 2026.

Kestra Advisory Services held 10,944 shares of WisdomTree Global Defense Fund worth $359K as of Q1 2026.
WisdomTree Global Defense Fund was a new Kestra Advisory Services position in Q1 2026.
WisdomTree Global Defense Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2476 holding.
4 funds tracked by Wall St. Rank held WisdomTree Global Defense Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.