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Southland Equity Partners’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Southland Equity Partners’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 		$410K Sell
10,537
-20
-0.2% -$766 0.07% 196
2026
Q1 		$384K Sell
10,557
-166
-2% -$6.37K 0.07% 180
2025
Q4 		$402K Sell
10,723
-293
-3% -$10.6K 0.08% 171
2025
Q3 		$388K Buy
11,016
+96
+0.9% +$3.33K 0.08% 166
2025
Q2 		$380K Sell
10,920
-79
-0.7% -$2.67K 0.08% 153
2025
Q1 		$358K Sell
10,999
-36
-0.3% -$1.16K 0.08% 157
2024
Q4 		$329K Buy
11,035
+113
+1% +$3.57K 0.08% 164
2024
Q3 		$372K Sell
10,922
-119
-1% -$3.94K 0.09% 149
2024
Q2 		$354K Sell
11,041
-307
-3% -$9.96K 0.1% 131
2024
Q1 		$371K Sell
11,348
-127
-1% -$4.05K 0.1% 133
2023
Q4 		$365K Sell
11,475
-2,219
-16% -$65.6K 0.11% 118
2023
Q3 		$391K Sell
13,694
-5,088
-27% -$153K 0.13% 108
2023
Q2 		$575K Sell
18,782
-416
-2% -$12.8K 0.19% 73
2023
Q1 		$579K Buy
19,198
+60
+0.3% +$1.74K 0.23% 73
2022
Q4 		$522K Buy
19,138
+4,641
+32% +$121K 0.2% 70
2022
Q3 		$335K Buy
14,497
+3,313
+30% +$85.9K 0.16% 98
2022
Q2 		$294K Buy
11,184
+867
+8% +$25K 0.13% 118
2022
Q1 		$323K Buy
10,317
+2,192
+27% +$70.4K 0.13% 116
2021
Q4 		$280K Buy
8,125
+531
+7% +$17.7K 0.11% 136
2021
Q3 		$244K Sell
7,594
-21
-0.3% -$722 0.11% 138
2021
Q2 		$256K Buy
7,615
+228
+3% +$7.64K 0.12% 130
2021
Q1 		$231K Buy
+7,387
New +$229K 0.13% 132

Other funds holding EUDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Southland Equity Partners's EUDG Position: Q2 2026 in Review

Southland Equity Partners reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 0.19% in Q2 2026, selling an estimated $766 and leaving 10,537 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #196.

Southland Equity Partners first reported a position in EUDG in Q1 2021 and has held it in 22 quarters since. The position peaked at $579K in Q1 2023. 26 funds tracked by Wall St. Rank hold EUDG as of Q2 2026.

  • Southland Equity Partners held 10,537 shares of WisdomTree Europe Quality Dividend Growth Fund worth $410K as of Q2 2026.
  • Southland Equity Partners sold 20 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2026, an estimated $766.
  • WisdomTree Europe Quality Dividend Growth Fund made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #196 holding.
  • Southland Equity Partners first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2021 and has held it in 22 quarters since.
  • Southland Equity Partners's WisdomTree Europe Quality Dividend Growth Fund position peaked at $579K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.