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

Capital 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 Q1	$344K	Sell	9,450 -1,050	-10%	-$40.3K	0.06%	52
2025 Q4	$394K	Hold	10,500	–	–	0.06%	50
2025 Q3	$370K	Hold	10,500	–	–	0.06%	53
2025 Q2	$365K	Hold	10,500	–	–	0.06%	54
2025 Q1	$342K	Hold	10,500	–	–	0.06%	57
2024 Q4	$313K	Hold	10,500	–	–	0.06%	60
2024 Q3	$358K	Hold	10,500	–	–	0.06%	55
2024 Q2	$337K	Hold	10,500	–	–	0.07%	55
2024 Q1	$343K	Hold	10,500	–	–	0.07%	57
2023 Q4	$334K	Hold	10,500	–	–	0.07%	55
2023 Q3	$300K	Hold	10,500	–	–	0.07%	55
2023 Q2	$321K	Hold	10,500	–	–	0.07%	54
2023 Q1	$317K	Hold	10,500	–	–	0.07%	50
2022 Q4	$286K	Hold	10,500	–	–	0.07%	58
2022 Q3	$242K	Hold	10,500	–	–	0.07%	62
2022 Q2	$276K	Hold	10,500	–	–	0.07%	57
2022 Q1	$328K	Hold	10,500	–	–	0.07%	59
2021 Q4	$361K	Hold	10,500	–	–	0.07%	62
2021 Q3	$337K	Hold	10,500	–	–	0.07%	65
2021 Q2	$354K	Hold	10,500	–	–	0.08%	63
2021 Q1	$328K	Hold	10,500	–	–	0.07%	59
2020 Q4	$319K	Hold	10,500	–	–	0.09%	58
2020 Q3	$290K	Hold	10,500	–	–	0.09%	57
2020 Q2	$270K	Sell	10,500 -3,270	-24%	-$78.5K	0.09%	58
2020 Q1	$301K	Hold	13,770	–	–	0.11%	54
2019 Q4	$384K	Hold	13,770	–	–	0.1%	61
2019 Q3	$346K	Hold	13,770	–	–	0.09%	63
2019 Q2	$357K	Hold	13,770	–	–	0.1%	58
2019 Q1	$345K	Sell	13,770 -1,150	-8%	-$27.7K	0.09%	62
2018 Q4	$332K	Sell	14,920 -162	-1%	-$3.8K	0.1%	60
2018 Q3	$389K	Hold	15,082	–	–	0.1%	60
2018 Q2	$386K	Sell	15,082 -450	-3%	-$11.9K	0.1%	53
2018 Q1	$411K	Sell	15,532 -1,700	-10%	-$45.8K	0.11%	60
2017 Q4	$465K	Hold	17,232	–	–	0.13%	57
2017 Q3	$458K	Buy	17,232 +1,200	+7%	+$30.9K	0.13%	57
2017 Q2	$403K	Buy	16,032 +842	+6%	+$20.9K	0.12%	62
2017 Q1	$352K	Buy	+15,190	New	+$338K	0.11%	65

Other funds holding EUDG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Capital Management's EUDG Position: Q1 2026 in Review

Capital Management reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 10% in Q1 2026, selling an estimated $40.3K and leaving 9,450 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #52.

Capital Management first reported a position in EUDG in Q1 2017 and has held it in 37 quarters since. The position peaked at $465K in Q4 2017. 40 funds tracked by Wall St. Rank hold EUDG as of Q1 2026.

Capital Management held 9,450 shares of WisdomTree Europe Quality Dividend Growth Fund worth $344K as of Q1 2026.
Capital Management sold 1,050 WisdomTree Europe Quality Dividend Growth Fund shares in Q1 2026, an estimated $40.3K.
WisdomTree Europe Quality Dividend Growth Fund made up 0.06% of Capital Management's portfolio in Q1 2026, its #52 holding.
Capital Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2017 and has held it in 37 quarters since.
Capital Management's WisdomTree Europe Quality Dividend Growth Fund position peaked at $465K in Q4 2017.
40 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.