Ironwood Financial’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Ironwood Financial’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
2020 Q1	–	Sell	-35	Closed	-$1K	–	359
2019 Q4	$1K	Sell	35 -225	-87%	-$5.92K	﹤0.01%	363
2019 Q3	$7K	Hold	260	–	–	﹤0.01%	290
2019 Q2	$7K	Hold	260	–	–	﹤0.01%	291
2019 Q1	$7K	Hold	260	–	–	﹤0.01%	283
2018 Q4	$6K	Hold	260	–	–	﹤0.01%	282
2018 Q3	$7K	Hold	260	–	–	﹤0.01%	281
2018 Q2	$7K	Buy	+260	New	+$6.9K	﹤0.01%	207

Other funds holding EUDG

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

OPA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Financial's EUDG Position: Q1 2020 in Review

Ironwood Financial sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q1 2020, closing a stake of 35 shares — an estimated $1K sold.

Ironwood Financial first reported a position in EUDG in Q2 2018 and held it in 7 quarters. The position peaked at $7K in Q3 2019. 20 funds tracked by Wall St. Rank hold EUDG as of Q1 2020.

Ironwood Financial reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 35 WisdomTree Europe Quality Dividend Growth Fund shares in Q1 2020, an estimated $1K.
Ironwood Financial first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2018 and held it in 7 quarters.
Ironwood Financial's WisdomTree Europe Quality Dividend Growth Fund position peaked at $7K in Q3 2019.
20 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.