CWM
Cedar Wealth Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
31,134
| – | – | 0.37% | 28 |
|
|
2025
Q1 | $1.01M | Hold |
31,134
| – | – | 0.36% | 29 |
|
|
2024
Q4 | $928K | Hold |
31,134
| – | – | 0.34% | 29 |
|
|
2024
Q3 | $1.06M | Sell |
31,134
-152
| -0.5% | -$5.18K | 0.33% | 42 |
|
|
2024
Q2 | $1M | Sell |
31,286
-17,766
| -36% | -$570K | 0.33% | 44 |
|
|
2024
Q1 | $1.6M | Sell |
49,052
-447
| -0.9% | -$14.6K | 0.53% | 28 |
|
|
2023
Q4 | $1.58M | Buy |
49,499
+61
| +0.1% | +$1.94K | 0.57% | 27 |
|
|
2023
Q3 | $1.41M | Buy |
49,438
+25
| +0.1% | +$714 | 0.56% | 28 |
|
|
2023
Q2 | $1.51M | Sell |
49,413
-687
| -1% | -$21K | 0.58% | 26 |
|
|
2023
Q1 | $1.51M | Buy |
50,100
+31,076
| +163% | +$937K | 0.62% | 23 |
|
|
2022
Q4 | $519K | Sell |
19,024
-31,098
| -62% | -$848K | 0.26% | 57 |
|
|
2022
Q3 | $1.16M | Buy |
50,122
+111
| +0.2% | +$2.56K | 0.58% | 29 |
|
|
2022
Q2 | $1.31M | Buy |
50,011
+1,081
| +2% | +$28.4K | 0.6% | 30 |
|
|
2022
Q1 | $1.53M | Buy |
48,930
+21,649
| +79% | +$677K | 0.62% | 31 |
|
|
2021
Q4 | $939K | Hold |
27,281
| – | – | 0.38% | 50 |
|
|
2021
Q3 | $877K | Hold |
27,281
| – | – | 0.39% | 48 |
|
|
2021
Q2 | $919K | Buy |
27,281
+1,987
| +8% | +$66.9K | 0.41% | 47 |
|
|
2021
Q1 | $791K | Buy |
25,294
+155
| +0.6% | +$4.85K | 0.39% | 49 |
|
|
2020
Q4 | $764K | Buy |
25,139
+92
| +0.4% | +$2.8K | 0.41% | 42 |
|
|
2020
Q3 | $693K | Buy |
25,047
+12,597
| +101% | +$349K | 0.43% | 34 |
|
|
2020
Q2 | $320K | Buy |
+12,450
| New | +$320K | 0.22% | 64 |
|