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

IFP 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
2023 Q1	–	Sell	-8,212	Closed	-$217K	–	3710
2022 Q4	$217K	Sell	8,212 -2,531	-24%	-$65.7K	0.01%	1310
2022 Q3	$284K	Hold	10,743	–	–	0.01%	1226
2022 Q2	$284K	Hold	10,743	–	–	0.01%	1104
2022 Q1	$284K	Buy	+10,743	New	+$345K	0.01%	1104

Other funds holding EUDG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VFM

Valley Financial Management New York $193M AUM 13.84% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJT

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

IFP Advisors's EUDG Position: Q1 2023 in Review

IFP Advisors sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q1 2023, closing a stake of 8,212 shares — an estimated $217K sold.

IFP Advisors first reported a position in EUDG in Q1 2022 and held it in 4 quarters. The position peaked at $284K in Q3 2022. 38 funds tracked by Wall St. Rank hold EUDG as of Q1 2023.

IFP Advisors reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 8,212 WisdomTree Europe Quality Dividend Growth Fund shares in Q1 2023, an estimated $217K.
IFP Advisors first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2022 and held it in 4 quarters.
IFP Advisors's WisdomTree Europe Quality Dividend Growth Fund position peaked at $284K in Q3 2022.
38 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.