Berkeley Inc’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Berkeley Inc’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	$687K	Hold	17,662	–	–	0.22%	52
2026 Q1	$643K	Sell	17,662 -14,580	-45%	-$559K	0.22%	54
2025 Q4	$1.21M	Sell	32,242 -90,784	-74%	-$3.28M	0.38%	43
2025 Q3	$4.33M	Sell	123,026 -914	-0.7%	-$31.7K	1.39%	29
2025 Q2	$4.31M	Buy	+123,940	New	+$4.18M	1.55%	27

Other funds holding EUDG

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Berkeley Inc's EUDG Position: Q2 2026 in Review

Berkeley Inc held its WisdomTree Europe Quality Dividend Growth Fund (EUDG) position steady in Q2 2026 at 17,662 shares worth $687K. The position accounts for 0.22% of the portfolio, ranked #52.

Berkeley Inc first reported a position in EUDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.33M in Q3 2025. 23 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

Berkeley Inc held 17,662 shares of WisdomTree Europe Quality Dividend Growth Fund worth $687K as of Q2 2026.
Berkeley Inc left its WisdomTree Europe Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Europe Quality Dividend Growth Fund made up 0.22% of Berkeley Inc's portfolio in Q2 2026, its #52 holding.
Berkeley Inc first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
Berkeley Inc's WisdomTree Europe Quality Dividend Growth Fund position peaked at $4.33M in Q3 2025.
23 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.