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

Marks Group 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 Q1	$8.08M	Buy	261,308 +149,683	+134%	+$4.92M	0.78%	29
2025 Q4	$3.24M	Buy	111,625 +27,099	+32%	+$811K	0.31%	99
2025 Q3	$2.85M	Buy	+84,526	New	+$2.54M	0.26%	102

Other funds holding WDEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAS

Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

Marks Group Wealth Management's WDEF Position: Q1 2026 in Review

Marks Group Wealth Management increased its WisdomTree Europe Defense Fund (WDEF) stake by 134% in Q1 2026, buying an estimated $4.92M and bringing the position to 261,308 shares worth $8.08M. The position accounts for 0.78% of the portfolio, ranked #29.

Marks Group Wealth Management first reported a position in WDEF in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold WDEF as of Q1 2026.

Marks Group Wealth Management held 261,308 shares of WisdomTree Europe Defense Fund worth $8.08M as of Q1 2026.
Marks Group Wealth Management bought 149,683 WisdomTree Europe Defense Fund shares in Q1 2026, an estimated $4.92M.
WisdomTree Europe Defense Fund made up 0.78% of Marks Group Wealth Management's portfolio in Q1 2026, its #29 holding.
Marks Group Wealth Management first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.