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

Colorado 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 Q2	–	Sell	-6,250	Closed	-$228K	–	105
2026 Q1	$228K	Hold	6,250	–	–	0.09%	97
2025 Q4	$235K	Sell	6,250 -1,113	-15%	-$40.3K	0.09%	96
2025 Q3	$259K	Buy	+7,363	New	+$255K	0.1%	93
2025 Q1	–	Sell	-7,596	Closed	-$226K	–	98
2024 Q4	$226K	Sell	7,596 -2,831	-27%	-$89.5K	0.11%	88
2024 Q3	$355K	Sell	10,427 -3,304	-24%	-$109K	0.18%	78
2024 Q2	$440K	Hold	13,731	–	–	0.25%	70
2024 Q1	$448K	Sell	13,731 -626	-4%	-$20K	0.26%	62
2023 Q4	$457K	Hold	14,357	–	–	0.3%	52
2023 Q3	$410K	Hold	14,357	–	–	0.31%	48
2023 Q2	$439K	Sell	14,357 -118	-0.8%	-$3.63K	0.32%	47
2023 Q1	$436K	Sell	14,475 -257	-2%	-$7.46K	0.34%	49
2022 Q4	$401K	Sell	14,732 -361	-2%	-$9.37K	0.33%	51
2022 Q3	$348K	Buy	15,093 +781	+5%	+$20.3K	0.3%	50
2022 Q2	$376K	Hold	14,312	–	–	0.31%	51
2022 Q1	$449K	Buy	14,312 +2,494	+21%	+$80.1K	0.32%	51
2021 Q4	$408K	Buy	+11,818	New	+$393K	0.27%	57

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

OPA

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 $319M AUM 13.1% 1-Year Est. Return

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

Colorado Capital Management's EUDG Position: Q2 2026 in Review

Colorado Capital Management sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2026, closing a stake of 6,250 shares — an estimated $228K sold.

Colorado Capital Management first reported a position in EUDG in Q4 2021 and held it in 16 quarters. The position peaked at $457K in Q4 2023. 41 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

Colorado Capital Management reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Colorado Capital Management sold 6,250 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $228K.
Colorado Capital Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2021 and held it in 16 quarters.
Colorado Capital Management's WisdomTree Europe Quality Dividend Growth Fund position peaked at $457K in Q4 2023.
41 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.