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BOLTON SECURITIES CORPORATION’s WisdomTree Europe Defense Fund WDEF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$47.1K Hold
1,685
– – ﹤0.01% 1360
2026
Q2 		$45.8K Sell
1,685
-50
-3% -$1.5K ﹤0.01% 1366
2026
Q1 		$53.7K Buy
+1,735
New +$57K ﹤0.01% 1208

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Security National Bank
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forthright Family Wealth Advisory
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Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WDEF Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its WisdomTree Europe Defense Fund (WDEF) position steady in Q3 2026 at 1,685 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

BOLTON SECURITIES CORPORATION first reported a position in WDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $53.7K in Q1 2026. 26 funds tracked by Wall St. Rank hold WDEF as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,685 shares of WisdomTree Europe Defense Fund worth $47.1K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its WisdomTree Europe Defense Fund share count unchanged in Q3 2026.
  • WisdomTree Europe Defense Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1360 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree Europe Defense Fund in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's WisdomTree Europe Defense Fund position peaked at $53.7K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held WisdomTree Europe Defense Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.