SWA
WDEF

SFMG Wealth Advisors’s WisdomTree Europe Defense Fund WDEF Stock Holding History

SFMG Wealth Advisors’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 		$282K Sell
10,376
-403
-4% -$12K 0.02% 262
2026
Q1 		$334K Hold
10,779
– – 0.02% 236
2025
Q4 		$313K Buy
10,779
+2,010
+23% +$60.2K 0.02% 234
2025
Q3 		$295K Buy
+8,769
New +$263K 0.02% 232

Other funds holding WDEF

GA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SFMG Wealth Advisors's WDEF Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its WisdomTree Europe Defense Fund (WDEF) stake by 3.7% in Q2 2026, selling an estimated $12K and leaving 10,376 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #262.

SFMG Wealth Advisors first reported a position in WDEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 39 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • SFMG Wealth Advisors held 10,376 shares of WisdomTree Europe Defense Fund worth $282K as of Q2 2026.
  • SFMG Wealth Advisors sold 403 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $12K.
  • WisdomTree Europe Defense Fund made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • SFMG Wealth Advisors first reported a position in WisdomTree Europe Defense Fund in Q3 2025 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's WisdomTree Europe Defense Fund position peaked at $334K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.