WT Europe Defensed FD (WDEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares112,832 from 81,209

Change+31,623 (+39%)

Value$3.2M (+$946.3K)

Filed 2026-11-06

Marks Group Wealth Management, Inc

DECREASED

Shares96,561 from 204,303

Change-107,742 (-53%)

Value$2.7M (-$2.9M)

Filed 2026-11-05

Security National Bank

INCREASED

Shares53,006 from 52,347

Change+659 (+1%)

Value$1.5M (+$58.5K)

Filed 2026-10-26

Avestar Capital, LLC

NEW

Shares22,174

Change+22,174

Value$619.9K

Filed 2026-10-28

Capital Advisors, Ltd. LLC

UNCHANGED

Shares15,226 from 15,226

Change0 (0%)

Value$426 (+$12)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,918 from 14,618

Change+300 (+2%)

Value$399.1K (-$9.1K)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares14,465

Change+14,465

Value$404.4K

Filed 2026-11-03

Forthright Family Wealth Advisory LLC

DECREASED

Shares10,223 from 10,383

Change-160 (-2%)

Value$285.8K (+$3.5K)

Filed 2026-11-03

Atria Investments, Inc

NEW

Shares7,544

Change+7,544

Value$210.9K

Filed 2026-10-15

Halbert Hargrove Global Advisors, LLC

UNCHANGED

Shares3,538 from 3,538

Change0 (0%)

Value$98.9K (+$2.7K)

Filed 2026-10-16

TD Waterhouse Canada Inc.

INCREASED

Shares1,380 from 1,080

Change+300 (+28%)

Value$38.2K (+$8.0K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,250 from 1,250

Change0 (0%)

Value$34.9K (+$957)

Filed 2026-11-06

Evermay Wealth Management LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$28.0K (+$767)

Filed 2026-11-05

Country Trust Bank

UNCHANGED

Shares869 from 869

Change0 (0%)

Value$24.3K (+$666)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$8.4K (+$230)

Filed 2026-11-03

Farther Finance Advisors, LLC

NEW

Shares250

Change+250

Value$7.0K

Filed 2026-10-08

Private Trust Co NA

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$4.7K (+$129)

Filed 2026-10-20

Allworth Financial LP

NEW

Shares96

Change+96

Value$2.6K

Filed 2026-11-06

Hickory Point Bank & Trust

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.4K (+$38)

Filed 2026-10-01

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 8,053

Change-8,053 (-100%)

Value$0 (-$219)

Filed 2026-11-02

Bison Wealth, LLC

CLOSED

Shares0 from 7,767

Change-7,767 (-100%)

Value$0 (-$234.1K)

Filed 2026-10-13

GFS Advisors, LLC

CLOSED

Shares0 from 1,497

Change-1,497 (-100%)

Value$0 (-$13.0M)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$14.0K)

Filed 2026-11-02

Raymond James Financial Inc

N/A

Shares— from 106,736

Change-106,736 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 57,641

Change-57,641 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 53,729

Change-53,729 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 46,173

Change-46,173 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,236

Change-19,236 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,767

Change-15,767 (-100%)

Value—

Sfmg, LLC

N/A

Shares— from 10,376

Change-10,376 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 9,171

Change-9,171 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 8,900

Change-8,900 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 6,512

Change-6,512 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,388

Change-6,388 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 5,108

Change-5,108 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 4,003

Change-4,003 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,279

Change-2,279 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 1,132

Change-1,132 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 759

Change-759 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	112,832	81,209	+31,623	+39%	$2.2M	$3.2M	+$946.3K	2026-11-06
Marks Group Wealth Management, Inc	DECREASED	96,561	204,303	-107,742	-53%	$5.6M	$2.7M	-$2.9M	2026-11-05
Security National Bank	INCREASED	53,006	52,347	+659	+1%	$1.4M	$1.5M	+$58.5K	2026-10-26
Avestar Capital, LLC	NEW	22,174	—	+22,174	—	—	$619.9K	—	2026-10-28
Capital Advisors, Ltd. LLC	UNCHANGED	15,226	15,226	0	0%	$414	$426	+$12	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	14,918	14,618	+300	+2%	$408.1K	$399.1K	-$9.1K	2026-10-13
Ascentis Independent Advisors	NEW	14,465	—	+14,465	—	—	$404.4K	—	2026-11-03
Forthright Family Wealth Advisory LLC	DECREASED	10,223	10,383	-160	-2%	$282.3K	$285.8K	+$3.5K	2026-11-03
Atria Investments, Inc	NEW	7,544	—	+7,544	—	—	$210.9K	—	2026-10-15
Halbert Hargrove Global Advisors, LLC	UNCHANGED	3,538	3,538	0	0%	$96.2K	$98.9K	+$2.7K	2026-10-16
TD Waterhouse Canada Inc.	INCREASED	1,380	1,080	+300	+28%	$30.2K	$38.2K	+$8.0K	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	1,250	1,250	0	0%	$34.0K	$34.9K	+$957	2026-11-06
Evermay Wealth Management LLC	UNCHANGED	1,000	1,000	0	0%	$27.2K	$28.0K	+$767	2026-11-05
Country Trust Bank	UNCHANGED	869	869	0	0%	$23.6K	$24.3K	+$666	2026-10-30
Ashton Thomas Private Wealth, LLC	UNCHANGED	300	300	0	0%	$8.2K	$8.4K	+$230	2026-11-03
Farther Finance Advisors, LLC	NEW	250	—	+250	—	—	$7.0K	—	2026-10-08
Private Trust Co NA	UNCHANGED	168	168	0	0%	$4.6K	$4.7K	+$129	2026-10-20
Allworth Financial LP	NEW	96	—	+96	—	—	$2.6K	—	2026-11-06
Hickory Point Bank & Trust	UNCHANGED	50	50	0	0%	$1.4K	$1.4K	+$38	2026-10-01
Cambridge Investment Research Advisors, Inc.	CLOSED	0	8,053	-8,053	-100%	$219	$0	-$219	2026-11-02
Bison Wealth, LLC	CLOSED	0	7,767	-7,767	-100%	$234.1K	$0	-$234.1K	2026-10-13
GFS Advisors, LLC	CLOSED	0	1,497	-1,497	-100%	$13.0M	$0	-$13.0M	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	500	-500	-100%	$14.0K	$0	-$14.0K	2026-11-02
Raymond James Financial Inc	N/A	—	106,736	-106,736	-100%	$2.9M	—	—	—
Royal Bank of Canada	N/A	—	57,641	-57,641	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	53,729	-53,729	-100%	$1.5M	—	—	—
Jane Street Group, LLC	N/A	—	46,173	-46,173	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	19,236	-19,236	-100%	$523.0K	—	—	—
Citadel Advisors LLC	N/A	—	15,767	-15,767	-100%	$428.7K	—	—	—
Sfmg, LLC	N/A	—	10,376	-10,376	-100%	$282.1K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	9,171	-9,171	-100%	$249.4K	—	—	—
CreativeOne Wealth, LLC	N/A	—	8,900	-8,900	-100%	$242.0K	—	—	—
National Bank of Canada	N/A	—	6,512	-6,512	-100%	$177.1K	—	—	—
UBS Group AG	N/A	—	6,388	-6,388	-100%	$173.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	5,108	-5,108	-100%	$137.5K	—	—	—
Bank of Montreal	N/A	—	4,003	-4,003	-100%	$108.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,750	-2,750	-100%	$74.8K	—	—	—
Huntington National Bank	N/A	—	2,279	-2,279	-100%	$62.0K	—	—	—
Regatta Research & Money Management	N/A	—	1,132	-1,132	-100%	$30.8K	—	—	—
Continuum Advisory, LLC	N/A	—	1,000	-1,000	-100%	$27.2K	—	—	—
Ancora Advisors LLCA	N/A	—	759	-759	-100%	$20.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	150	-150	-100%	$4.1K	—	—	—
AE Wealth Management LLC	N/A	—	69	-69	-100%	$1.9K	—	—	—

Showing 43 of 43 institutions