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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+7,517+91.1%15,767$428.70KQ2 2026Sep 02, 2026
Integrated Investment Consultants, LlcBuy+9,1719,171$249.36KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+21,400+25.1%106,736$2.90MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,726+49.2%53,729$1.46MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,094+136.3%19,236$523.03KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+10,686+30.1%46,173$1.26MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-702-1.2%57,641$1.57MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-225-7.6%2,750$74.77KQ2 2026Aug 14, 2026
Ubs Group AgBuy+6,351+17164.9%6,388$173.69KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-2,000-18.3%8,900$241.99KQ2 2026Aug 13, 2026
Gfs Advisors, LlcBuy+1,4971,497$13.01MQ2 2026Aug 13, 2026
Sfmg, LlcSell-403-3.7%10,376$282.12KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+150150$4.08KQ2 2026Aug 12, 2026
Lpl Financial LlcBuy+63,946+370.4%81,209$2.21MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Sell-606-32.7%1,250$33.99KQ2 2026Aug 07, 2026
Continuum Advisory, LlcBuy+1,0001,000$27.19KQ2 2026Aug 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+8,0538,053$219.00Q2 2026Jul 30, 2026
Ashton Thomas Private Wealth, LlcBuy+300300$8.16KQ2 2026Jul 29, 2026
Marks Group Wealth Management, IncSell-57,005-21.8%204,303$5.55MQ2 2026Jul 28, 2026
Private Trust Co NaBuy+168168$4.57KQ2 2026Jul 28, 2026
Evermay Wealth Management LlcBuy+1,0001,000$27.19KQ2 2026Jul 27, 2026
Forthright Family Wealth Advisory LlcBuy+10,38310,383$282.31KQ2 2026Jul 16, 2026
Capital Advisors, Ltd. LlcBuy+3,830+33.6%15,226$414.00KQ2 2026Jul 16, 2026
Security National BankSell-21,264-28.9%52,347$1.42MQ2 2026Jul 15, 2026
Wealth Enhancement Advisory Services, LlcBuy+175+1.2%14,618$408.14KQ2 2026Jul 15, 2026
Bison Wealth, LlcBuy+7,7677,767$234.10KQ2 2026Jul 07, 2026
Harbour Investments, Inc.Sell-1,554-100.0%0$0.00Q2 2026May 15, 2026
Allworth Financial LpSell-400-100.0%0$0.00Q2 2026May 15, 2026
Insigneo Advisory Services, LlcSell-12,024-100.0%0$0.00Q2 2026May 12, 2026
Ascentis Independent AdvisorsSell-794-100.0%0$0.00Q2 2026Apr 28, 2026
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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.