Wealth Enhancement Advisory Services
WDEF icon

Wealth Enhancement Advisory Services’s WisdomTree Europe Defense Fund WDEF Stock Holding History

Wealth Enhancement Advisory Services’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 		$399K Buy
14,918
+300
+2% +$8.97K ﹤0.01% 3053
2026
Q2 		$408K Buy
14,618
+175
+1% +$5.23K ﹤0.01% 2886
2026
Q1 		$466K Buy
14,443
+2,988
+26% +$98.2K ﹤0.01% 2372
2025
Q4 		$366K Buy
+11,455
New +$343K ﹤0.01% 2739

Other funds holding WDEF

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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
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
Forthright Family Wealth Advisory
Forthright Family Wealth Advisory Houston, Texas $176M AUM 13.05% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's WDEF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Europe Defense Fund (WDEF) stake by 2.1% in Q3 2026, buying an estimated $8.97K and bringing the position to 14,918 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Wealth Enhancement Advisory Services first reported a position in WDEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $466K in Q1 2026. 23 funds tracked by Wall St. Rank hold WDEF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,918 shares of WisdomTree Europe Defense Fund worth $399K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 300 WisdomTree Europe Defense Fund shares in Q3 2026, an estimated $8.97K.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3053 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Europe Defense Fund in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree Europe Defense Fund position peaked at $466K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.