Capital Advisors Ltd’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Capital Advisors Ltd’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
2018 Q2	–	Sell	-4,767	Closed	-$126K	–	401
2018 Q1	$126K	Hold	4,767	–	–	0.04%	158
2017 Q4	$129K	Buy	4,767 +939	+25%	+$25K	0.04%	152
2017 Q3	$102K	Hold	3,828	–	–	0.04%	166
2017 Q2	$96K	Buy	+3,828	New	+$95.1K	0.04%	170

Other funds holding EUDG

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Capital Advisors Ltd's EUDG Position: Q2 2018 in Review

Capital Advisors Ltd sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2018, closing a stake of 4,767 shares — an estimated $126K sold.

Capital Advisors Ltd first reported a position in EUDG in Q2 2017 and held it in 4 quarters. The position peaked at $129K in Q4 2017. 17 funds tracked by Wall St. Rank hold EUDG as of Q2 2018.

Capital Advisors Ltd reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2018 after selling out during the quarter.
Capital Advisors Ltd sold 4,767 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2018, an estimated $126K.
Capital Advisors Ltd first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2017 and held it in 4 quarters.
Capital Advisors Ltd's WisdomTree Europe Quality Dividend Growth Fund position peaked at $129K in Q4 2017.
17 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2018.

Based on Capital Advisors Ltd's 13F filing for Q2 2018, filed 20 Jul 2018.