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Forum Finance Group’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Forum Finance Group’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 		$263K Buy
8,375
+2,221
+36% +$85K 0.09% 132
2026
Q1 		$181K Buy
+6,154
New +$236K 0.1% 133

Other funds holding EUDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
KAS
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Forum Finance Group's EUDG Position: Q2 2026 in Review

Forum Finance Group increased its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 36% in Q2 2026, buying an estimated $85K and bringing the position to 8,375 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #132.

Forum Finance Group first reported a position in EUDG in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

  • Forum Finance Group held 8,375 shares of WisdomTree Europe Quality Dividend Growth Fund worth $263K as of Q2 2026.
  • Forum Finance Group bought 2,221 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $85K.
  • WisdomTree Europe Quality Dividend Growth Fund made up 0.09% of Forum Finance Group's portfolio in Q2 2026, its #132 holding.
  • Forum Finance Group first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.