Gladstone Institutional Advisory’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Gladstone Institutional Advisory’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
2022 Q3	–	Sell	-10,631	Closed	-$279K	–	643
2022 Q2	$279K	Sell	10,631 -8,299	-44%	-$240K	0.02%	522
2022 Q1	$592K	Buy	18,930 +1,537	+9%	+$49.3K	0.04%	394
2021 Q4	$599K	Buy	+17,393	New	+$579K	0.05%	344

Other funds holding EUDG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $344M AUM 18.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJT

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

Gladstone Institutional Advisory's EUDG Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q3 2022, closing a stake of 10,631 shares — an estimated $279K sold.

Gladstone Institutional Advisory first reported a position in EUDG in Q4 2021 and held it in 3 quarters. The position peaked at $599K in Q4 2021. 34 funds tracked by Wall St. Rank hold EUDG as of Q3 2022.

Gladstone Institutional Advisory reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,631 WisdomTree Europe Quality Dividend Growth Fund shares in Q3 2022, an estimated $279K.
Gladstone Institutional Advisory first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2021 and held it in 3 quarters.
Gladstone Institutional Advisory's WisdomTree Europe Quality Dividend Growth Fund position peaked at $599K in Q4 2021.
34 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.