Raymond James Financial
WDEF icon

Raymond James Financial’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Raymond James Financial’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
Q3 		$3.1M Buy
111,023
+4,287
+4% +$128K ﹤0.01% 3180
2026
Q2 		$2.9M Buy
106,736
+21,400
+25% +$640K ﹤0.01% 3222
2026
Q1 		$2.64M Buy
+85,336
New +$2.8M ﹤0.01% 3131

Other funds holding WDEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forthright Family Wealth Advisory
Forthright Family Wealth Advisory Houston, Texas $176M AUM 13.05% 1-Year Est. Return

Raymond James Financial's WDEF Position: Q3 2026 in Review

Raymond James Financial increased its WisdomTree Europe Defense Fund (WDEF) stake by 4% in Q3 2026, buying an estimated $128K and bringing the position to 111,023 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Raymond James Financial first reported a position in WDEF in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold WDEF as of Q3 2026.

  • Raymond James Financial held 111,023 shares of WisdomTree Europe Defense Fund worth $3.1M as of Q3 2026.
  • Raymond James Financial bought 4,287 WisdomTree Europe Defense Fund shares in Q3 2026, an estimated $128K.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3180 holding.
  • Raymond James Financial first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.