Heck Capital Advisors’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Heck Capital Advisors’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	-50	Closed	-$1.31K	–	138
2022 Q2	$1.31K	Hold	50	–	–	﹤0.01%	136
2022 Q1	$1.56K	Sell	50 -167,705	-100%	-$5.38M	﹤0.01%	131
2021 Q4	$5.77M	Sell	167,755 -3,848	-2%	-$128K	1.05%	26
2021 Q3	$5.51M	Buy	171,603 +6,568	+4%	+$226K	1.1%	24
2021 Q2	$5.56M	Buy	165,035 +10,394	+7%	+$349K	1.1%	25
2021 Q1	$4.84M	Buy	154,641 +14,813	+11%	+$460K	1.07%	24
2020 Q4	$4.25M	Sell	139,828 -5,834	-4%	-$168K	1.03%	23
2020 Q3	$4.03M	Sell	145,662 -81,098	-36%	-$2.22M	1.12%	20
2020 Q2	$5.84M	Buy	+226,760	New	+$5.45M	1.23%	18

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

Heck Capital Advisors's EUDG Position: Q3 2022 in Review

Heck Capital Advisors sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q3 2022, closing a stake of 50 shares — an estimated $1.31K sold.

Heck Capital Advisors first reported a position in EUDG in Q2 2020 and held it in 9 quarters. The position peaked at $5.84M in Q2 2020. 34 funds tracked by Wall St. Rank hold EUDG as of Q3 2022.

Heck Capital Advisors reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Heck Capital Advisors sold 50 WisdomTree Europe Quality Dividend Growth Fund shares in Q3 2022, an estimated $1.31K.
Heck Capital Advisors first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2020 and held it in 9 quarters.
Heck Capital Advisors's WisdomTree Europe Quality Dividend Growth Fund position peaked at $5.84M in Q2 2020.
34 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2022.

Based on Heck Capital Advisors's 13F filing for Q3 2022, filed 19 May 2025.