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Geneos Wealth Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Geneos Wealth 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 		$981K Sell
25,245
-1,928
-7% -$73.8K 0.02% 548
2026
Q1 		$989K Buy
27,173
+1,313
+5% +$50.3K 0.02% 513
2025
Q4 		$971K Sell
25,860
-486
-2% -$17.6K 0.02% 511
2025
Q3 		$928K Buy
26,346
+2,126
+9% +$73.7K 0.02% 505
2025
Q2 		$843K Buy
24,220
+1,174
+5% +$39.6K 0.02% 579
2025
Q1 		$751K Buy
+23,046
New +$743K 0.01% 759
2022
Q3 		– Sell
-250
Closed -$6K – 2189
2022
Q2 		$6K Hold
250
– – ﹤0.01% 2128
2022
Q1 		$7K Buy
+250
New +$8.03K ﹤0.01% 2215

Other funds holding EUDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Geneos Wealth Management's EUDG Position: Q2 2026 in Review

Geneos Wealth Management reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 7.1% in Q2 2026, selling an estimated $73.8K and leaving 25,245 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #548.

Geneos Wealth Management first reported a position in EUDG in Q1 2022 and has held it in 8 quarters since. The position peaked at $989K in Q1 2026. 23 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

  • Geneos Wealth Management held 25,245 shares of WisdomTree Europe Quality Dividend Growth Fund worth $981K as of Q2 2026.
  • Geneos Wealth Management sold 1,928 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $73.8K.
  • WisdomTree Europe Quality Dividend Growth Fund made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Geneos Wealth Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2022 and has held it in 8 quarters since.
  • Geneos Wealth Management's WisdomTree Europe Quality Dividend Growth Fund position peaked at $989K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.