CAPTRUST Financial Advisors
EUDG icon

CAPTRUST Financial Advisors’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

CAPTRUST Financial Advisors’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
2020
Q2 		– Sell
-4,500
Closed -$95K – 2862
2020
Q1 		$95K Buy
+4,500
New +$115K ﹤0.01% 1143

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OPA
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Bank of America
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Citadel Advisors
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Jane Street
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

CAPTRUST Financial Advisors's EUDG Position: Q2 2020 in Review

CAPTRUST Financial Advisors sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2020, closing a stake of 4,500 shares — an estimated $95K sold.

CAPTRUST Financial Advisors first reported a position in EUDG in Q1 2020 and held it in 1 quarter. The position peaked at $95K in Q1 2020. 22 funds tracked by Wall St. Rank hold EUDG as of Q2 2020.

  • CAPTRUST Financial Advisors reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,500 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2020, an estimated $95K.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's WisdomTree Europe Quality Dividend Growth Fund position peaked at $95K in Q1 2020.
  • 22 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.