Rothschild Investment LLC’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Rothschild Investment LLC’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	$144K	Buy	3,703 +83	+2%	+$3.18K	0.01%	954
2026 Q1	$132K	Buy	3,620 +71	+2%	+$2.72K	0.01%	804
2025 Q4	$133K	Buy	3,549 +88	+3%	+$3.18K	0.01%	740
2025 Q3	$122K	Sell	3,461 -125	-3%	-$4.34K	0.01%	748
2025 Q2	$125K	Buy	3,586 +48	+1%	+$1.62K	0.01%	596
2025 Q1	$115K	Buy	3,538 +346	+11%	+$11.1K	0.01%	602
2024 Q4	$95.1K	Buy	3,192 +307	+11%	+$9.71K	0.01%	652
2024 Q3	$98.4K	Buy	2,885 +2,830	+5,145%	+$93.6K	0.01%	651
2024 Q2	$1.76K	Buy	+55	New	+$1.78K	﹤0.01%	1435

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

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 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

Rothschild Investment LLC's EUDG Position: Q2 2026 in Review

Rothschild Investment LLC increased its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 2.3% in Q2 2026, buying an estimated $3.18K and bringing the position to 3,703 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #954.

Rothschild Investment LLC first reported a position in EUDG in Q2 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

Rothschild Investment LLC held 3,703 shares of WisdomTree Europe Quality Dividend Growth Fund worth $144K as of Q2 2026.
Rothschild Investment LLC bought 83 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.18K.
WisdomTree Europe Quality Dividend Growth Fund made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #954 holding.
Rothschild Investment LLC first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.