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

Next Financial Group’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
2021 Q4	$87K	Sell	2,531 -81	-3%	-$2.7K	0.01%	1238
2021 Q3	$84K	Buy	2,612 +119	+5%	+$4.09K	0.01%	1194
2021 Q2	$84K	Sell	2,493 -182	-7%	-$6.1K	0.01%	1192
2021 Q1	$84K	Buy	2,675 +269	+11%	+$8.35K	0.01%	1090
2020 Q4	$73K	Sell	2,406 -302	-11%	-$8.72K	0.01%	1073
2020 Q3	$75K	Buy	+2,708	New	+$74.1K	0.01%	971

Other funds holding EUDG

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JMPWA

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

CWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Argent Advisors Monroe, Louisiana $366M AUM 20.54% 1-Year Est. Return

Next Financial Group's EUDG Position: Q4 2021 in Review

Next Financial Group reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 3.1% in Q4 2021, selling an estimated $2.7K and leaving 2,531 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #1238.

Next Financial Group first reported a position in EUDG in Q3 2020 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold EUDG as of Q4 2021.

Next Financial Group held 2,531 shares of WisdomTree Europe Quality Dividend Growth Fund worth $87K as of Q4 2021.
Next Financial Group sold 81 WisdomTree Europe Quality Dividend Growth Fund shares in Q4 2021, an estimated $2.7K.
WisdomTree Europe Quality Dividend Growth Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1238 holding.
Next Financial Group first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q3 2020 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.