Activest Wealth Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Activest Wealth Management’s Portfolio EUDG Stock Details EUDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,448	Closed	-$69.5K	–	393
2022 Q4	$69.5K	Buy	+2,448	New	+$63.6K	0.02%	166

Other funds holding EUDG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VFM

Valley Financial Management New York $193M AUM 13.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Activest Wealth Management's EUDG Position: Q1 2023 in Review

Activest Wealth Management sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q1 2023, closing a stake of 2,448 shares — an estimated $69.5K sold.

Activest Wealth Management first reported a position in EUDG in Q4 2022 and held it in 1 quarter. The position peaked at $69.5K in Q4 2022. 38 funds tracked by Wall St. Rank hold EUDG as of Q1 2023.

Activest Wealth Management reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Activest Wealth Management sold 2,448 WisdomTree Europe Quality Dividend Growth Fund shares in Q1 2023, an estimated $69.5K.
Activest Wealth Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2022 and held it in 1 quarter.
Activest Wealth Management's WisdomTree Europe Quality Dividend Growth Fund position peaked at $69.5K in Q4 2022.
38 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.