WDEF Institutional Ownership
WisdomTree Europe Defense Fund
1W: -3.5%
1M: -6.7%
3M: -8.0%
YTD: -7.1%
1Y: -16.7%
$27.73
+0.10 (+0.38%)
Weekly Expected Move ±1.9%
$27
$27
$28
$28
$29
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — WDEF
44
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
13
New Positions
9
Increased
12
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Marks Group Wealth Management, Inc | 204,303 | $6M | -57,005 | -21.8% | 4Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 106,736 | $3M | +21,400 | +25.1% | 2Q | SEC ↗ |
| 3 | LPL Financial LLC | 81,209 | $2M | +63,946 | +370.4% | 2Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 57,641 | $2M | -702 | -1.2% | 4Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 53,729 | $1M | +17,726 | +49.2% | 2Q | SEC ↗ |
| 6 | Security National Bank | 52,347 | $1M | -21,264 | -28.9% | 2Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 46,173 | $1M | +10,686 | +30.1% | 3Q | SEC ↗ |
| 8 | Corient Private Wealth LP | 34,710 | $963K | — | +0.0% | 4Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,236 | $533K | +11,094 | +136.3% | 2Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 15,767 | $437K | +7,517 | +91.1% | 2Q | SEC ↗ |
| 11 | Capital Advisors, Ltd. LLC | 15,226 | $422K | +3,830 | +33.6% | 2Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 14,618 | $405K | +175 | +1.2% | 3Q | SEC ↗ |
| 13 | Forthright Family Wealth Advisory LLC NEW | 10,383 | $288K | — | +0.0% | 1Q | SEC ↗ |
| 14 | SFMG, LLC | 10,376 | $288K | -403 | -3.7% | 4Q | SEC ↗ |
| 15 | Integrated Investment Consultants, LLC NEW | 9,171 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 16 | CreativeOne Wealth, LLC | 8,900 | $247K | -2,000 | -18.3% | 2Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors NEW | 8,053 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Bison Wealth, LLC NEW | 7,767 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 19 | NATIONAL BANK OF CANADA /FI | 6,512 | $181K | — | +0.0% | 3Q | SEC ↗ |
| 20 | UBS Group AG | 6,388 | $177K | +6,351 | +17164.9% | 2Q | SEC ↗ |
| 21 | Smartleaf Asset Management LLC | 5,108 | $142K | — | +0.0% | 3Q | SEC ↗ |
| 22 | BANK OF MONTREAL /CAN | 4,003 | $111K | — | +0.0% | 2Q | SEC ↗ |
| 23 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,538 | $98K | — | +0.0% | 3Q | SEC ↗ |
| 24 | Federation des caisses Desjardins du Q | 2,750 | $76K | -225 | -7.6% | 4Q | SEC ↗ |
| 25 | GFS Advisors, LLC NEW | 1,497 | $42K | — | +0.0% | 1Q | SEC ↗ |
| 26 | PNC Financial Services Group, Inc. | 1,250 | $35K | -606 | -32.7% | 3Q | SEC ↗ |
| 27 | Regatta Research & Money Management NEW | 1,132 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 1,080 | $30K | — | +0.0% | 2Q | SEC ↗ |
| 29 | EVERMAY WEALTH MANAGEMENT LLC NEW | 1,000 | $28K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Continuum Advisory, LLC NEW | 1,000 | $28K | — | +0.0% | 1Q | SEC ↗ |
| 31 | COUNTRY TRUST BANK | 869 | $24K | — | +0.0% | 3Q | SEC ↗ |
| 32 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 500 | $14K | — | +0.0% | 2Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC NEW | 313 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Ashton Thomas Private Wealth, LLC NEW | 300 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 35 | PRIVATE TRUST CO NA NEW | 168 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 36 | NewEdge Advisors, LLC NEW | 150 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 37 | AE Wealth Management LLC NEW | 69 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Hickory Point Bank & Trust | 50 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 39 | INSIGNEO ADVISORY SERVICES, LLC | 0 | $0K | -12,024 | -100.0% | 1Q | SEC ↗ |
| 40 | HARBOUR INVESTMENTS, INC. | 0 | $0K | -1,554 | -100.0% | 1Q | SEC ↗ |
| 41 | Quattro Advisors LLC | 0 | $0K | -4,143 | -100.0% | 1Q | SEC ↗ |
| 42 | Insight Advisors, LLC/ PA | 0 | $0K | -14,537 | -100.0% | 1Q | SEC ↗ |
| 43 | Castle Rock Wealth Management, LLC | 0 | $0K | -24,495 | -100.0% | 1Q | SEC ↗ |
| 44 | Allworth Financial LP | 0 | $0K | -400 | -100.0% | 2Q | SEC ↗ |
| 45 | GTS SECURITIES LLC | 0 | $0K | -10,485 | -100.0% | 1Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 0 | $0K | -80 | -100.0% | 1Q | SEC ↗ |
| 47 | Ascentis Independent Advisors | 0 | $0K | -794 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Forthright Family Wealth Advisory L | 10,383 | $288K |
| Integrated Investment Consultants, | 9,171 | $254K |
| Cambridge Investment Research Advis | 8,053 | $223K |
| Bison Wealth, LLC | 7,767 | $215K |
| GFS Advisors, LLC | 1,497 | $42K |
| Regatta Research & Money Management | 1,132 | $31K |
| Continuum Advisory, LLC | 1,000 | $28K |
| EVERMAY WEALTH MANAGEMENT LLC | 1,000 | $28K |
| Integrated Wealth Concepts LLC | 313 | $9K |
| Ashton Thomas Private Wealth, LLC | 300 | $8K |
| PRIVATE TRUST CO NA | 168 | $5K |
| NewEdge Advisors, LLC | 150 | $4K |
| AE Wealth Management LLC | 69 | $2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Castle Rock Wealth Management, LLC | 24,495 | $679K |
| Insight Advisors, LLC/ PA | 14,537 | $403K |
| INSIGNEO ADVISORY SERVICES, LLC | 12,024 | $333K |
| GTS SECURITIES LLC | 10,485 | $291K |
| Quattro Advisors LLC | 4,143 | $115K |
| HARBOUR INVESTMENTS, INC. | 1,554 | $43K |
| Ascentis Independent Advisors | 794 | $22K |
| Allworth Financial LP | 400 | $11K |
| Farther Finance Advisors, LLC | 80 | $2K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +63,946 | +370.4% | 81,209 |
| RAYMOND JAMES FINANCIAL INC | +21,400 | +25.1% | 106,736 |
| OSAIC HOLDINGS, INC. | +17,726 | +49.2% | 53,729 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +11,094 | +136.3% | 19,236 |
| JANE STREET GROUP, LLC | +10,686 | +30.1% | 46,173 |
| CITADEL ADVISORS LLC | +7,517 | +91.1% | 15,767 |
| UBS Group AG | +6,351 | +17164.9% | 6,388 |
| Capital Advisors, Ltd. LLC | +3,830 | +33.6% | 15,226 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +175 | +1.2% | 14,618 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Marks Group Wealth Management, Inc | -57,005 | -21.8% | 204,303 |
| Security National Bank | -21,264 | -28.9% | 52,347 |
| CreativeOne Wealth, LLC | -2,000 | -18.3% | 8,900 |
| ROYAL BANK OF CANADA | -702 | -1.2% | 57,641 |
| PNC Financial Services Group, Inc. | -606 | -32.7% | 1,250 |
| SFMG, LLC | -403 | -3.7% | 10,376 |
| Federation des caisses Desjardins d | -225 | -7.6% | 2,750 |