Plante Moran Financial Advisors’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Plante Moran Financial 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
2023 Q2	–	Sell	-150	Closed	-$4.52K	–	818
2023 Q1	$4.52K	Buy	+150	New	+$4.35K	﹤0.01%	652

Other funds holding EUDG

VFM

Valley Financial Management New York $193M AUM 13.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Plante Moran Financial Advisors's EUDG Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2023, closing a stake of 150 shares — an estimated $4.52K sold.

Plante Moran Financial Advisors first reported a position in EUDG in Q1 2023 and held it in 1 quarter. The position peaked at $4.52K in Q1 2023. 36 funds tracked by Wall St. Rank hold EUDG as of Q2 2023.

Plante Moran Financial Advisors reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 150 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2023, an estimated $4.52K.
Plante Moran Financial Advisors first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2023 and held it in 1 quarter.
Plante Moran Financial Advisors's WisdomTree Europe Quality Dividend Growth Fund position peaked at $4.52K in Q1 2023.
36 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.