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
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

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFMG Wealth Advisors's WDEF Position: Q1 2026 in Review

SFMG Wealth Advisors held its WisdomTree Europe Defense Fund (WDEF) position steady in Q1 2026 at 10,779 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #236.

SFMG Wealth Advisors 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.

  • SFMG Wealth Advisors held 10,779 shares of WisdomTree Europe Defense Fund worth $334K as of Q1 2026.
  • SFMG Wealth Advisors left its WisdomTree Europe Defense Fund share count unchanged in Q1 2026.
  • WisdomTree Europe Defense Fund made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #236 holding.
  • SFMG Wealth Advisors 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 SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.