Wisdomtree Globl Def FDWDGFETF

13F holders, Q1 2026 (March 31)
4holders +3
4new positions
1sold out
$32.77avg. 13F price*

At the end of Q1 2026, 4 institutions reported holding Wisdomtree Globl Def FD (WDGF) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were Cresset Asset Management, LLC ($4.3M), Kestra Advisory Services, LLC ($359K) and Beacon Pointe Advisors, LLC ($280K).

Company
Wisdomtree Globl Def FD
CUSIP
97717Y329
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 4Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$5.0M
Exits1$578K

All 13F filers, Q4 2025 → Q1 2026: 151,941 shares bought and 18,896 shares sold, net +133,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Cresset Asset Management, LLC 0.02% New 131,742 $4.3M
Kestra Advisory Services, LLC 0.00% New 10,944 $359K
Beacon Pointe Advisors, LLC 0.00% New 8,550 $280K
EverSource Wealth Advisors, LLC 0.00% New 705 $23K

"% of holder's portfolio" is WDGF's weight in each manager's 13F, not the share of Wisdomtree Globl Def FD the manager owns.