WDEF

Wt Europe Defensed Fd

+$14.6M

Net Activity

Institutions Holding

31

Popularity Rank

#7178

Avg Weight

0.05%

Total Value

$22.8M

Ownership Trend

31 institutions currently hold WDEF, with 26 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

MG
Marks Group Wealth Management, Inc
$8.1M
RJ
Raymond James Financial INC
$2.6M
SN
Security National Bank
$2.3M
RB
Royal Bank Of Canada
$1.8M
OH
Osaic Holdings, INC.
$1.1M

Top 5 by Conviction

MG
Marks Group Wealth Management, Inc
0.78%
SN
Security National Bank
0.33%
CR
Castle Rock Wealth Management, LLC
0.17%
CA
Capital Advisors, Ltd. LLC
0.04%
IA
Insigneo Advisory Services, LLC
0.03%
View all 31 holding institutions

Quarterly Activity

Recent Activity

+$21.2M

Total Buy Value

$848.4K

Total Sell Value

New buy18
Trim0
Add8
Sold out4

26

Net Buyers

4

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WT EUROPE DEFENSED FD (WDEF)?
Major stakeholders currently include Marks Group Wealth Management, Inc ($8.1M), Raymond James Financial INC ($2.6M), Security National Bank ($2.3M). Based on the latest 13F filings, there are a total of 31 tracked investment funds and institutions maintaining positions in WDEF.
What is the overall institutional sentiment toward WDEF recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $14.6M, driven by 26 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their WDEF positions?
In the latest period, 0 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $848.4K.
Are there any notable investors adding WDEF to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.2M.

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