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 +12,697	+110%	+$429K	0.02%	579
2025 Q1	$375K	Buy	+11,523	New	+$371K	0.01%	716
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 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 41 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.
41 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.