BFG
EUDG icon

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

Beacon Financial 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
2026
Q2 		$240K Buy
6,179
+4
+0.1% +$153 0.02% 347
2026
Q1 		$225K Hold
6,175
– – 0.02% 330
2025
Q4 		$232K Hold
6,175
– – 0.02% 319
2025
Q3 		$217K Hold
6,175
– – 0.02% 335
2025
Q2 		$215K Hold
6,175
– – 0.02% 323
2025
Q1 		$201K Buy
+6,175
New +$199K 0.02% 329
2024
Q4 		– Sell
-6,675
Closed -$228K – 332
2024
Q3 		$228K Sell
6,675
-2,508
-27% -$83K 0.02% 303
2024
Q2 		$294K Buy
9,183
+14
+0.2% +$454 0.03% 267
2024
Q1 		$299K Buy
9,169
+3
+0% +$96 0.03% 273
2023
Q4 		$292K Buy
9,166
+5
+0.1% +$148 0.04% 268
2023
Q3 		$276K Hold
9,161
– – 0.04% 219
2023
Q2 		$276K Buy
9,161
+13
+0.1% +$400 0.04% 211
2023
Q1 		$279K Buy
9,148
+5
+0.1% +$145 0.04% 207
2022
Q4 		$249K Sell
9,143
-38
-0.4% -$987 0.03% 223
2022
Q3 		$212K Buy
9,181
+20
+0.2% +$519 0.03% 223
2022
Q2 		$244K Hold
9,161
– – 0.04% 217
2022
Q1 		$289K Buy
9,161
+8
+0.1% +$257 0.04% 224
2021
Q4 		$316K Buy
9,153
+2
+0% +$67 0.04% 217
2021
Q3 		$296K Buy
9,151
+12
+0.1% +$413 0.04% 219
2021
Q2 		$306K Buy
9,139
+15
+0.2% +$503 0.04% 205
2021
Q1 		$286K Hold
9,124
– – 0.04% 196
2020
Q4 		$286K Sell
9,124
-296
-3% -$8.54K 0.04% 201
2020
Q3 		$260K Buy
9,420
+6
+0.1% +$164 0.05% 184
2020
Q2 		$241K Sell
9,414
-694
-7% -$16.7K 0.05% 179
2020
Q1 		$222K Sell
10,108
-341,361
-97% -$8.76M 0.05% 169
2019
Q4 		$9.81M Buy
351,469
+5,597
+2% +$147K 1.23% 12
2019
Q3 		$8.64M Sell
345,872
-118,051
-25% -$2.98M 1.47% 13
2019
Q2 		$12M Buy
463,923
+13,736
+3% +$348K 2.05% 9
2019
Q1 		$11.3M Buy
450,187
+18,951
+4% +$456K 1.84% 9
2018
Q4 		$9.57M Sell
431,236
-676,373
-61% -$15.9M 1.8% 12
2018
Q3 		$28.5M Buy
1,107,609
+211,561
+24% +$5.51M 4.82% 2
2018
Q2 		$22.9M Sell
896,048
-7,983
-0.9% -$212K 3.87% 2
2018
Q1 		$23.9M Buy
904,031
+272,122
+43% +$7.33M 4.08% 2
2017
Q4 		$17M Buy
+631,909
New +$16.8M 2.97% 5

Other funds holding EUDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Beacon Financial Group's EUDG Position: Q2 2026 in Review

Beacon Financial Group increased its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 0.06% in Q2 2026, buying an estimated $153 and bringing the position to 6,179 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #347.

Beacon Financial Group first reported a position in EUDG in Q4 2017 and has held it in 34 quarters since. The position peaked at $28.5M in Q3 2018. 41 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

  • Beacon Financial Group held 6,179 shares of WisdomTree Europe Quality Dividend Growth Fund worth $240K as of Q2 2026.
  • Beacon Financial Group bought 4 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $153.
  • WisdomTree Europe Quality Dividend Growth Fund made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #347 holding.
  • Beacon Financial Group first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2017 and has held it in 34 quarters since.
  • Beacon Financial Group's WisdomTree Europe Quality Dividend Growth Fund position peaked at $28.5M in Q3 2018.
  • 41 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.