Private Trust Company’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Private Trust Company’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	$4.57K	Buy	+168	New	+$5.02K	﹤0.01%	2313

Other funds holding WDEF

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 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 $77.5B AUM 28.19% 1-Year Est. Return

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

Private Trust Company's WDEF Position: Q2 2026 in Review

Private Trust Company opened a new position in WisdomTree Europe Defense Fund (WDEF) in Q2 2026: 168 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #2313 among its holdings.

39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

Private Trust Company held 168 shares of WisdomTree Europe Defense Fund worth $4.57K as of Q2 2026.
WisdomTree Europe Defense Fund was a new Private Trust Company position in Q2 2026.
WisdomTree Europe Defense Fund made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2313 holding.
39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.