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

Old Port 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
2026 Q2	$1.12M	Sell	28,911 -175	-0.6%	-$6.7K	0.22%	115
2026 Q1	$1.06M	Buy	29,086 +248	+0.9%	+$9.51K	0.24%	109
2025 Q4	$1.08M	Sell	28,838 -405	-1%	-$14.6K	0.27%	105
2025 Q3	$1.03M	Sell	29,243 -47	-0.2%	-$1.63K	0.26%	109
2025 Q2	$1.02M	Sell	29,290 -4,161	-12%	-$140K	0.28%	99
2025 Q1	$1.09M	Sell	33,451 -762	-2%	-$24.6K	0.32%	91
2024 Q4	$1.02M	Sell	34,213 -2,016	-6%	-$63.8K	0.29%	98
2024 Q3	$1.24M	Sell	36,229 -86	-0.2%	-$2.85K	0.34%	90
2024 Q2	$1.16M	Buy	36,315 +1,194	+3%	+$38.8K	0.35%	90
2024 Q1	$1.15M	Sell	35,121 -1,491	-4%	-$47.5K	0.35%	94
2023 Q4	$1.17M	Sell	36,612 -1,046	-3%	-$30.9K	0.39%	87
2023 Q3	$1.08M	Buy	+37,658	New	+$1.13M	0.39%	88
2023 Q1	$1.34M	Sell	43,866 -5,732	-12%	-$166K	0.48%	76
2022 Q4	$1.35M	Sell	49,598 -1,749	-3%	-$45.4K	0.51%	69
2022 Q3	$1.25M	Sell	51,347 -188	-0.4%	-$4.88K	0.5%	79
2022 Q2	$1.33M	Sell	51,535 -3,039	-6%	-$87.7K	0.51%	64
2022 Q1	$1.73M	Sell	54,574 -2,955	-5%	-$94.9K	0.59%	53
2021 Q4	$1.96M	Sell	57,529 -6,991	-11%	-$233K	0.66%	48
2021 Q3	$2.07M	Sell	64,520 -10,557	-14%	-$363K	0.75%	44
2021 Q2	$2.57M	Sell	75,077 -34,154	-31%	-$1.15M	0.93%	35
2021 Q1	$3.42M	Sell	109,231 -8,271	-7%	-$257K	1.34%	16
2020 Q4	$3.63M	Buy	117,502 +4,330	+4%	+$125K	1.58%	12
2020 Q3	$3.13M	Buy	113,172 +1,789	+2%	+$49K	1.55%	17
2020 Q2	$2.87M	Buy	111,383 +765	+0.7%	+$18.4K	1.5%	17
2020 Q1	$2.42M	Buy	110,618 +977	+0.9%	+$25.1K	1.48%	18
2019 Q4	$3.06M	Buy	109,641 +4,941	+5%	+$130K	1.48%	19
2019 Q3	$2.58M	Buy	104,700 +2,204	+2%	+$55.6K	1.35%	23
2019 Q2	$2.69M	Buy	102,496 +3,145	+3%	+$79.7K	1.38%	22
2019 Q1	$2.49M	Sell	99,351 -3,084	-3%	-$74.3K	1.3%	25
2018 Q4	$2.37M	Buy	+102,435	New	+$2.4M	1.33%	24
2018 Q2	$2.47M	Buy	+96,407	New	+$2.56M	1.33%	24

Other funds holding EUDG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

KAS

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Old Port Advisors's EUDG Position: Q2 2026 in Review

Old Port Advisors reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 0.6% in Q2 2026, selling an estimated $6.7K and leaving 28,911 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #115.

Old Port Advisors first reported a position in EUDG in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.63M in Q4 2020. 23 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

Old Port Advisors held 28,911 shares of WisdomTree Europe Quality Dividend Growth Fund worth $1.12M as of Q2 2026.
Old Port Advisors sold 175 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.7K.
WisdomTree Europe Quality Dividend Growth Fund made up 0.22% of Old Port Advisors's portfolio in Q2 2026, its #115 holding.
Old Port Advisors first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2018 and has held it in 31 quarters since.
Old Port Advisors's WisdomTree Europe Quality Dividend Growth Fund position peaked at $3.63M in Q4 2020.
23 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.