Old Mission Capital’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Old Mission Capital’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 Q2	–	Sell	-62,197	Closed	-$2.03M	–	1405
2024 Q1	$2.03M	Buy	62,197 +2,466	+4%	+$78.6K	0.03%	317
2023 Q4	$1.9M	Buy	59,731 +22,277	+59%	+$659K	0.03%	359
2023 Q3	$1.07M	Buy	+37,454	New	+$1.13M	0.02%	461
2023 Q1	–	Sell	-14,249	Closed	-$389K	–	1517
2022 Q4	$389K	Sell	14,249 -56,865	-80%	-$1.48M	0.01%	827
2022 Q3	$1.64M	Sell	71,114 -9,686	-12%	-$251K	0.05%	279
2022 Q2	$2.12M	Sell	80,800 -16,346	-17%	-$472K	0.06%	316
2022 Q1	$3.04M	Buy	97,146 +57,706	+146%	+$1.85M	0.09%	213
2021 Q4	$1.36M	Sell	39,440 -404	-1%	-$13.5K	0.06%	341
2021 Q3	$1.28M	Buy	+39,844	New	+$1.37M	0.05%	317

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

RJT

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

KAS

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

Old Mission Capital's EUDG Position: Q2 2024 in Review

Old Mission Capital sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2024, closing a stake of 62,197 shares — an estimated $2.03M sold.

Old Mission Capital first reported a position in EUDG in Q3 2021 and held it in 9 quarters. The position peaked at $3.04M in Q1 2022. 36 funds tracked by Wall St. Rank hold EUDG as of Q2 2024.

Old Mission Capital reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Old Mission Capital sold 62,197 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2024, an estimated $2.03M.
Old Mission Capital first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q3 2021 and held it in 9 quarters.
Old Mission Capital's WisdomTree Europe Quality Dividend Growth Fund position peaked at $3.04M in Q1 2022.
36 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.