WT Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

WT Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	27,590 +7,856	+40%	+$671K	0.66%	43
2026 Q1	$1.58M	Sell	19,734 -502	-2%	-$41.2K	0.47%	66
2025 Q4	$1.64M	Buy	20,236 +1,636	+9%	+$132K	0.47%	60
2025 Q3	$1.49M	Buy	18,600 +1,411	+8%	+$109K	0.43%	58
2025 Q2	$1.27M	Sell	17,189 -2,607	-13%	-$183K	0.38%	63
2025 Q1	$1.38M	Buy	+19,796	New	+$1.41M	0.45%	55

Other funds holding QDEF

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

WT Wealth Management's QDEF Position: Q2 2026 in Review

WT Wealth Management increased its FlexShares Quality Dividend Defensive Index Fund (QDEF) stake by 40% in Q2 2026, buying an estimated $671K and bringing the position to 27,590 shares worth $2.4M. The position accounts for 0.66% of the portfolio, ranked #43.

WT Wealth Management first reported a position in QDEF in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold QDEF as of Q2 2026.

WT Wealth Management held 27,590 shares of FlexShares Quality Dividend Defensive Index Fund worth $2.4M as of Q2 2026.
WT Wealth Management bought 7,856 FlexShares Quality Dividend Defensive Index Fund shares in Q2 2026, an estimated $671K.
FlexShares Quality Dividend Defensive Index Fund made up 0.66% of WT Wealth Management's portfolio in Q2 2026, its #43 holding.
WT Wealth Management first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q1 2025 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.