Who owns WDGF?
WisdomTree Global Defense Fund · WisdomTree
5 institutions reported holding WDGF, worth $880K, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of WDGF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Jane Street Group, LLC | New York, NY | $525K | 17,202 | New position |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $261K | 8,550 | No change |
| Versant Capital Management, Inc | Phoenix, AZ | $72K | 2,351 | New position |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $22K | 705 | No change |
| Ameritas Advisory Services, LLC | Lincoln, NE | $1K | 40 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WDGF?
5 institutional managers reported holding WDGF in Form 13F filings for June 30, 2026, worth $880K in total. The largest reported position was held by Jane Street Group, LLC, at $525K.
Did institutions buy or sell WDGF last quarter?
Reported 13F value fell 82.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WDGF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.