Ken Fisher’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Ken Fisher’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 Q1	–	Sell	-8,968	Closed	-$285K	–	983
2023 Q4	$285K	Sell	8,968 -314	-3%	-$9.29K	﹤0.01%	875
2023 Q3	$265K	Buy	9,282 +47	+0.5%	+$1.41K	﹤0.01%	956
2023 Q2	$283K	Buy	9,235 +120	+1%	+$3.69K	﹤0.01%	964
2023 Q1	$275K	Buy	9,115 +39	+0.4%	+$1.13K	﹤0.01%	931
2022 Q4	$248K	Buy	+9,076	New	+$236K	﹤0.01%	942
2022 Q2	–	Sell	-7,147	Closed	-$224K	–	945
2022 Q1	$224K	Buy	7,147 +56	+0.8%	+$1.8K	﹤0.01%	869
2021 Q4	$244K	Buy	7,091 +757	+12%	+$25.2K	﹤0.01%	880
2021 Q3	$204K	Buy	6,334 +25	+0.4%	+$860	﹤0.01%	876
2021 Q2	$213K	Buy	+6,309	New	+$212K	﹤0.01%	867

Other funds holding EUDG

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

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ken Fisher's EUDG Position: Q1 2024 in Review

Ken Fisher sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q1 2024, closing a stake of 8,968 shares — an estimated $285K sold.

Ken Fisher first reported a position in EUDG in Q2 2021 and held it in 9 quarters. The position peaked at $285K in Q4 2023. 36 funds tracked by Wall St. Rank hold EUDG as of Q1 2024.

Ken Fisher reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Ken Fisher sold 8,968 WisdomTree Europe Quality Dividend Growth Fund shares in Q1 2024, an estimated $285K.
Ken Fisher first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2021 and held it in 9 quarters.
Ken Fisher's WisdomTree Europe Quality Dividend Growth Fund position peaked at $285K in Q4 2023.
36 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.