Wealth Enhancement Advisory Services
WDEF

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
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

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's WDEF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Europe Defense Fund (WDEF) stake by 1.2% in Q2 2026, buying an estimated $5.23K and bringing the position to 14,618 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Wealth Enhancement Advisory Services first reported a position in WDEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $466K in Q1 2026. 9 funds tracked by Wall St. Rank hold WDEF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,618 shares of WisdomTree Europe Defense Fund worth $408K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 175 WisdomTree Europe Defense Fund shares in Q2 2026, an estimated $5.23K.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2886 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Europe Defense Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree Europe Defense Fund position peaked at $466K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.