WT Europe Defensed FDWDEFETF

13F holders, Q1 2026 (March 31)
31holders +14
18new positions
4sold out
1famous investor
$31.00avg. 13F price*

At the end of Q1 2026, 31 institutions reported holding WT Europe Defensed FD (WDEF) in their 13F filings, up 14 from Q4 2025. 18 opened new positions and 4 sold out. The largest holders were Marks Group Wealth Management, Inc ($8.1M), Raymond James Financial Inc. ($2.6M) and Security National Bank ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
WT Europe Defensed FD
Filed as
WISDOMTREE TR (Q1 2026)
CUSIP
97717Y337
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2025: 8Q3 2025Q4 2025: 17Q4 2025Q1 2026: 31Q1 2026Q2 2026: 38Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions18$9.2M
Exits4$848K

All 13F filers, Q4 2025 → Q1 2026: 482,461 shares bought and 29,245 shares sold, net +453,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders
Marks Group Wealth Management, Inc 0.78% Add +134.1% 261,308 $8.1M
Raymond James Financial Inc. 0.00% New 85,336 $2.6M
Security National Bank 0.33% New 73,611 $2.3M
Royal Bank of Canada 0.00% Add +7.5% 58,343 $1.8M
Osaic Holdings, Inc. 0.00% New 36,003 $1.1M
Jane Street Group, LLC 0.00% Add +218.1% 35,487 $1.1M
Corient Private Wealth LP 0.00% No change 34,710 $1.1M
Castle Rock Wealth Management, LLC 0.17% New 24,495 $790K
LPL Financial LLC 0.00% New 17,263 $534K
Wealth Enhancement Advisory Services, LLC 0.00% Add +26.1% 14,443 $466K
Insigneo Advisory Services, LLC 0.03% New 12,024 $372K
Capital Advisors, Ltd. LLC 0.04% New 11,396 $353K
CreativeOne Wealth, LLC 0.01% New 10,900 $337K
Sfmg, LLC 0.02% No change 10,779 $334K
Citadel Advisors 0.00% New 8,250 $255K
Susquehanna International Group, LLP 0.00% New 8,142 $252K
National Bank of Canada 0.00% Add +115.4% 6,512 $200K
Smartleaf Asset Management LLC 0.01% Add +0.9% 5,108 $149K
Bank of Montreal 0.00% New 4,003 $124K
Halbert Hargrove Global Advisors, LLC 0.01% Add +13.0% 3,538 $109K
Federation des caisses Desjardins du Quebec 0.00% No change 2,975 $92K
PNC Financial Services Group, Inc. 0.00% Add +206.3% 1,856 $57K
Harbour Investments, Inc. 0.00% New 1,554 $48K
TD Waterhouse Canada Inc. 0.00% New 1,080 $35K
Country Trust Bank 0.00% No change 869 $27K
Ascentis Independent Advisors 0.00% New 794 $25K
Ancora Advisors LLC 0.00% New 759 $23K
International Assets Investment Management, LLC 0.00% New 500 $16K
Allworth Financial LP 0.00% No change 400 $12K
Hickory Point Bank & Trust 0.00% New 50 $2K
UBS Group AG 0.00% New 37 $1K

"% of holder's portfolio" is WDEF's weight in each manager's 13F, not the share of WT Europe Defensed FD the manager owns.