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

Envestnet Asset 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
2024 Q2	–	Sell	-140,965	Closed	-$4.6M	–	4202
2024 Q1	$4.6M	Sell	140,965 -5,844	-4%	-$186K	﹤0.01%	2038
2023 Q4	$4.67M	Sell	146,809 -2,571	-2%	-$76K	﹤0.01%	1943
2023 Q3	$4.27M	Sell	149,380 -234,963	-61%	-$7.06M	﹤0.01%	1906
2023 Q2	$11.8M	Sell	384,343 -28,397	-7%	-$874K	0.01%	1200
2023 Q1	$12.4M	Buy	412,740 +33,569	+9%	+$974K	0.01%	1128
2022 Q4	$10.3M	Buy	+379,171	New	+$9.85M	0.01%	1174
2022 Q3	–	Sell	-161,023	Closed	-$4.23M	–	3945
2022 Q2	$4.23M	Buy	161,023 +46,060	+40%	+$1.33M	﹤0.01%	1619
2022 Q1	$3.6M	Buy	+114,963	New	+$3.69M	﹤0.01%	1809

Other funds holding EUDG

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

OPA

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

CWM

Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management's EUDG Position: Q2 2024 in Review

Envestnet Asset Management sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2024, closing a stake of 140,965 shares — an estimated $4.6M sold.

Envestnet Asset Management first reported a position in EUDG in Q1 2022 and held it in 8 quarters. The position peaked at $12.4M in Q1 2023. 36 funds tracked by Wall St. Rank hold EUDG as of Q2 2024.

Envestnet Asset Management reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Envestnet Asset Management sold 140,965 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2024, an estimated $4.6M.
Envestnet Asset Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2022 and held it in 8 quarters.
Envestnet Asset Management's WisdomTree Europe Quality Dividend Growth Fund position peaked at $12.4M in Q1 2023.
36 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.