Valley Financial Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Valley Financial Management’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	$13.3M	Buy	433,662 +25,625	+6%	+$788K	6.87%	3
2023 Q1	$12.3M	Sell	408,037 -42,198	-9%	-$1.22M	7.61%	1
2022 Q4	$12.3M	Buy	+450,235	New	+$11.7M	6.83%	3

Other funds holding EUDG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $1.44B AUM 21.92% 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 $26.4B AUM 21.05% 1-Year Est. Return

RJT

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

Valley Financial Management's EUDG Position: Q2 2023 in Review

Valley Financial Management increased its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 6.3% in Q2 2023, buying an estimated $788K and bringing the position to 433,662 shares worth $13.3M. The position accounts for 6.87% of the portfolio, ranked #3.

Valley Financial Management first reported a position in EUDG in Q4 2022 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold EUDG as of Q2 2023.

Valley Financial Management held 433,662 shares of WisdomTree Europe Quality Dividend Growth Fund worth $13.3M as of Q2 2023.
Valley Financial Management bought 25,625 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2023, an estimated $788K.
WisdomTree Europe Quality Dividend Growth Fund made up 6.87% of Valley Financial Management's portfolio in Q2 2023, its #3 holding.
Valley Financial Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q4 2022 and has held it in 3 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.