Bernard Wealth Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Bernard Wealth Management’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	$42.4K	Hold	1,090	–	–	0.02%	146
2026 Q1	$39.7K	Hold	1,090	–	–	0.02%	143
2025 Q4	$40.9K	Hold	1,090	–	–	0.02%	139
2025 Q3	$38.4K	Hold	1,090	–	–	0.02%	139
2025 Q2	$37.9K	Hold	1,090	–	–	0.02%	139
2025 Q1	$35.5K	Hold	1,090	–	–	0.02%	146
2024 Q4	$32.5K	Buy	+1,090	New	+$34.5K	0.02%	150

Other funds holding EUDG

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Bernard Wealth Management's EUDG Position: Q2 2026 in Review

Bernard Wealth Management held its WisdomTree Europe Quality Dividend Growth Fund (EUDG) position steady in Q2 2026 at 1,090 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #146.

Bernard Wealth Management first reported a position in EUDG in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

Bernard Wealth Management held 1,090 shares of WisdomTree Europe Quality Dividend Growth Fund worth $42.4K as of Q2 2026.
Bernard Wealth Management left its WisdomTree Europe Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Europe Quality Dividend Growth Fund made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #146 holding.
Bernard Wealth Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.