Advisor Group’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Advisor Group’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
2019 Q4	$40K	Sell	1,426 -10	-0.7%	-$263	﹤0.01%	3559
2019 Q3	$36K	Sell	1,436 -2,086	-59%	-$52.6K	﹤0.01%	3601
2019 Q2	$91K	Sell	3,522 -458	-12%	-$11.6K	﹤0.01%	2931
2019 Q1	$100K	Hold	3,980	–	–	﹤0.01%	2857
2018 Q4	$89K	Sell	3,980 -1,677	-30%	-$39.3K	﹤0.01%	2731
2018 Q3	$146K	Buy	5,657 +1,426	+34%	+$37.2K	﹤0.01%	2442
2018 Q2	$108K	Sell	4,231 -7,583	-64%	-$201K	﹤0.01%	2467
2018 Q1	$312K	Buy	11,814 +2,217	+23%	+$59.7K	﹤0.01%	1661
2017 Q4	$259K	Buy	9,597 +1,107	+13%	+$29.4K	﹤0.01%	1790
2017 Q3	$226K	Buy	8,490 +5,647	+199%	+$146K	﹤0.01%	1762
2017 Q2	$71K	Buy	2,843 +1,632	+135%	+$40.5K	﹤0.01%	2573
2017 Q1	$28K	Hold	1,211	–	–	﹤0.01%	3121
2016 Q4	$25K	Buy	1,211 +1,000	+474%	+$20.9K	﹤0.01%	3086
2016 Q3	$5K	Hold	211	–	–	﹤0.01%	3878
2016 Q2	$4K	Buy	+211	New	+$4.66K	﹤0.01%	3862

Other funds holding EUDG

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

OPA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Advisor Group's EUDG Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 0.7% in Q4 2019, selling an estimated $263 and leaving 1,426 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Advisor Group first reported a position in EUDG in Q2 2016 and has held it in 15 quarters since. The position peaked at $312K in Q1 2018. 20 funds tracked by Wall St. Rank hold EUDG as of Q4 2019.

Advisor Group held 1,426 shares of WisdomTree Europe Quality Dividend Growth Fund worth $40K as of Q4 2019.
Advisor Group sold 10 WisdomTree Europe Quality Dividend Growth Fund shares in Q4 2019, an estimated $263.
WisdomTree Europe Quality Dividend Growth Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3559 holding.
Advisor Group first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Europe Quality Dividend Growth Fund position peaked at $312K in Q1 2018.
20 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.