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 Q2	$5.55M	Sell	204,303 -57,005	-22%	-$1.7M	0.48%	46
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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SNB

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Marks Group Wealth Management's WDEF Position: Q2 2026 in Review

Marks Group Wealth Management reduced its WisdomTree Europe Defense Fund (WDEF) stake by 22% in Q2 2026, selling an estimated $1.7M and leaving 204,303 shares worth $5.55M. The position accounts for 0.48% of the portfolio, ranked #46.

Marks Group Wealth Management first reported a position in WDEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.08M in Q1 2026. 39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

Marks Group Wealth Management held 204,303 shares of WisdomTree Europe Defense Fund worth $5.55M as of Q2 2026.
Marks Group Wealth Management sold 57,005 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $1.7M.
WisdomTree Europe Defense Fund made up 0.48% of Marks Group Wealth Management's portfolio in Q2 2026, its #46 holding.
Marks Group Wealth Management first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and has held it in 4 quarters since.
Marks Group Wealth Management's WisdomTree Europe Defense Fund position peaked at $8.08M in Q1 2026.
39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.