Beacon Financial Group’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History
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 | $11.3K | 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
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. 3 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.
- 3 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.