WT EUROPE DEFENSED FD (WDEF) Institutional Ownership Changes & 13F Activity
WT EUROPE DEFENSED FD (WDEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Marks Group Wealth Management, Inc, Raymond James Financial Inc, Security National Bank, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +7,517 | +91.1% | 15,767 | $428.70K | Q2 2026 | Sep 02, 2026 |
| Integrated Investment Consultants, Llc | Buy | +9,171 | — | 9,171 | $249.36K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +21,400 | +25.1% | 106,736 | $2.90M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,726 | +49.2% | 53,729 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,094 | +136.3% | 19,236 | $523.03K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +10,686 | +30.1% | 46,173 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -702 | -1.2% | 57,641 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -225 | -7.6% | 2,750 | $74.77K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +6,351 | +17164.9% | 6,388 | $173.69K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -2,000 | -18.3% | 8,900 | $241.99K | Q2 2026 | Aug 13, 2026 |
| Gfs Advisors, Llc | Buy | +1,497 | — | 1,497 | $13.01M | Q2 2026 | Aug 13, 2026 |
| Sfmg, Llc | Sell | -403 | -3.7% | 10,376 | $282.12K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +150 | — | 150 | $4.08K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +63,946 | +370.4% | 81,209 | $2.21M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -606 | -32.7% | 1,250 | $33.99K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +1,000 | — | 1,000 | $27.19K | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +8,053 | — | 8,053 | $219.00 | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +300 | — | 300 | $8.16K | Q2 2026 | Jul 29, 2026 |
| Marks Group Wealth Management, Inc | Sell | -57,005 | -21.8% | 204,303 | $5.55M | Q2 2026 | Jul 28, 2026 |
| Private Trust Co Na | Buy | +168 | — | 168 | $4.57K | Q2 2026 | Jul 28, 2026 |
| Evermay Wealth Management Llc | Buy | +1,000 | — | 1,000 | $27.19K | Q2 2026 | Jul 27, 2026 |
| Forthright Family Wealth Advisory Llc | Buy | +10,383 | — | 10,383 | $282.31K | Q2 2026 | Jul 16, 2026 |
| Capital Advisors, Ltd. Llc | Buy | +3,830 | +33.6% | 15,226 | $414.00K | Q2 2026 | Jul 16, 2026 |
| Security National Bank | Sell | -21,264 | -28.9% | 52,347 | $1.42M | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +175 | +1.2% | 14,618 | $408.14K | Q2 2026 | Jul 15, 2026 |
| Bison Wealth, Llc | Buy | +7,767 | — | 7,767 | $234.10K | Q2 2026 | Jul 07, 2026 |
| Harbour Investments, Inc. | Sell | -1,554 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Allworth Financial Lp | Sell | -400 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Insigneo Advisory Services, Llc | Sell | -12,024 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ascentis Independent Advisors | Sell | -794 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about WDEF activity
Which institutional owners are buying WDEF?
Institutional owners buying WDEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WDEF activity?
"Buy" means an investor increased their reported position in WDEF compared to the prior reporting period. This reflects growing exposure to WT EUROPE DEFENSED FD (WDEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WDEF increasing?
Institutional interest in WDEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.