Who owns WisdomTree Europe Defense Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WDEF from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 795,563 shares of WisdomTree Europe Defense Fund worth $21.0M — about 24.7% of shares outstanding; the largest disclosed holder is Marks Group Wealth Management, Inc. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$21.0M
value, 2026 filers
24.7%
of shares outstanding (795,563 sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WDEF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Marks Group Wealth Management, Inc | 204,303 | $5.6M | 0.5% | 6.3% | -21.8% |
| 2 | RAYMOND JAMES FINANCIAL INC | 106,736 | $2.9M | 0.0% | 3.3% | +25.1% |
| 3 | LPL Financial LLC | 81,209 | $2.2M | 0.0% | 2.5% | +370.4% |
| 4 | ROYAL BANK OF CANADA | 57,641 | $1.6M | 0.0% | 1.8% | -1.2% |
| 5 | OSAIC HOLDINGS, INC. | 53,729 | $1.5M | 0.0% | 1.7% | +49.2% |
| 6 | Security National Bank | 52,347 | $1.4M | 0.2% | 1.6% | -28.9% |
| 7 | JANE STREET GROUP, LLC | 46,173 | $1.3M | 0.0% | 1.4% | +30.1% |
| 8 | Corient Private Wealth LP | 34,710 | $943,765 | 0.0% | 1.1% | 0.0% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,236 | $523,027 | 0.0% | 0.6% | +136.3% |
| 10 | CITADEL ADVISORS LLC | 15,767 | $428,705 | 0.0% | 0.5% | +91.1% |
| 11 | Capital Advisors, Ltd. LLC | 15,226 | $414 | 0.0% | 0.5% | +33.6% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,618 | $408,144 | 0.0% | 0.5% | +1.2% |
| 13 | Forthright Family Wealth Advisory LLCNEW | 10,383 | $282,313 | 0.2% | 0.3% | new |
| 14 | SFMG, LLC | 10,376 | $282,123 | 0.0% | 0.3% | -3.7% |
| 15 | Integrated Investment Consultants, LLCNEW | 9,171 | $249,359 | 0.0% | 0.3% | new |
| 16 | CreativeOne Wealth, LLC | 8,900 | $241,991 | 0.0% | 0.3% | -18.3% |
| 17 | Cambridge Investment Research Advisors, Inc.NEW | 8,053 | $219 | 0.0% | 0.2% | new |
| 18 | Bison Wealth, LLCNEW | 7,767 | $234,097 | 0.0% | 0.2% | new |
| 19 | NATIONAL BANK OF CANADA /FI/ | 6,512 | $177,061 | 0.0% | 0.2% | 0.0% |
| 20 | UBS Group AG | 6,388 | $173,690 | 0.0% | 0.2% | +17164.9% |
| 21 | Smartleaf Asset Management LLC | 5,108 | $137,482 | 0.0% | 0.2% | 0.0% |
| 22 | BANK OF MONTREAL /CAN/ | 4,003 | $108,842 | 0.0% | 0.1% | 0.0% |
| 23 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,538 | $96,203 | 0.0% | 0.1% | 0.0% |
| 24 | Federation des caisses Desjardins du Quebec | 2,750 | $74,773 | 0.0% | 0.1% | -7.6% |
| 25 | HUNTINGTON NATIONAL BANK | 2,279 | $61,966 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.