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HeadInvest LLC’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

HeadInvest LLC’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
-8,913
Closed -$291K – 228
2024
Q1 		$291K Sell
8,913
-1,700
-16% -$54.2K 0.06% 191
2023
Q4 		$338K Sell
10,613
-215
-2% -$6.36K 0.07% 174
2023
Q3 		$305K Hold
10,828
– – 0.07% 175
2023
Q2 		$328K Buy
10,828
+2,028
+23% +$62.4K 0.07% 176
2023
Q1 		$265K Hold
8,800
– – 0.06% 189
2022
Q4 		$240K Buy
+8,800
New +$229K 0.05% 196
2022
Q3 		– Sell
-9,240
Closed -$243K – 216
2022
Q2 		$243K Sell
9,240
-745
-7% -$21.5K 0.05% 197
2022
Q1 		$312K Sell
9,985
-1,815
-15% -$58.3K 0.06% 184
2021
Q4 		$406K Buy
11,800
+1,830
+18% +$60.9K 0.07% 167
2021
Q3 		$320K Buy
9,970
+225
+2% +$7.74K 0.06% 181
2021
Q2 		$328K Buy
9,745
+880
+10% +$29.5K 0.06% 178
2021
Q1 		$277K Buy
8,865
+1,415
+19% +$43.9K 0.06% 188
2020
Q4 		$226K Buy
+7,450
New +$215K 0.05% 196

Other funds holding EUDG

Cambridge Investment Research Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
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 $344M AUM 18.78% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mariner
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

HeadInvest LLC's EUDG Position: Q2 2024 in Review

HeadInvest LLC sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2024, closing a stake of 8,913 shares — an estimated $291K sold.

HeadInvest LLC first reported a position in EUDG in Q4 2020 and held it in 13 quarters. The position peaked at $406K in Q4 2021. 36 funds tracked by Wall St. Rank hold EUDG as of Q2 2024.

  • HeadInvest LLC reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • HeadInvest LLC sold 8,913 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2024, an estimated $291K.
  • HeadInvest LLC first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2020 and held it in 13 quarters.
  • HeadInvest LLC's WisdomTree Europe Quality Dividend Growth Fund position peaked at $406K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2024.

Based on HeadInvest LLC's 13F filing for Q2 2024, filed 14 Aug 2024.