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 Q3	–	Sell	-17,662	Closed	-$687K	–	85
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 $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Berkeley Inc's EUDG Position: Q3 2026 in Review

Berkeley Inc sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q3 2026, closing a stake of 17,662 shares — an estimated $687K sold.

Berkeley Inc first reported a position in EUDG in Q2 2025 and held it in 5 quarters. The position peaked at $4.33M in Q3 2025. 20 funds tracked by Wall St. Rank hold EUDG as of Q3 2026.

Berkeley Inc reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q3 2026 after selling out during the quarter.
Berkeley Inc sold 17,662 WisdomTree Europe Quality Dividend Growth Fund shares in Q3 2026, an estimated $687K.
Berkeley Inc first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2025 and held it in 5 quarters.
Berkeley Inc's WisdomTree Europe Quality Dividend Growth Fund position peaked at $4.33M in Q3 2025.
20 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2026.

Based on Berkeley Inc's 13F filing for Q3 2026, filed 20 Oct 2026.