Valley Wealth Managers’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Valley Wealth Managers’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 Q3	–	Hold	0	–	–	–	343
2026 Q2	–	Hold	0	–	–	–	343
2026 Q1	–	Hold	0	–	–	–	315
2025 Q4	–	Hold	0	–	–	–	355
2025 Q3	–	Hold	0	–	–	–	304
2025 Q2	–	Hold	0	–	–	–	298
2025 Q1	–	Sell	-1	Closed	-$32	–	368
2024 Q4	$28	Hold	1	–	–	﹤0.01%	398
2024 Q3	$32	Sell	1 -96	-99%	-$3.18K	﹤0.01%	402
2024 Q2	$3.11K	Sell	97 -146,197	-100%	-$4.75M	﹤0.01%	322
2024 Q1	$4.78M	Sell	146,294 -5,748	-4%	-$183K	0.36%	65
2023 Q4	$4.84M	Buy	152,042 +5,377	+4%	+$159K	0.38%	62
2023 Q3	$4.19M	Buy	+146,665	New	+$4.41M	0.35%	71

Other funds holding EUDG

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Valley Wealth Managers's EUDG Position: Q3 2026 in Review

Valley Wealth Managers held its WisdomTree Europe Quality Dividend Growth Fund (EUDG) position steady in Q3 2026 at 0 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Valley Wealth Managers first reported a position in EUDG in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.84M in Q4 2023. 20 funds tracked by Wall St. Rank hold EUDG as of Q3 2026.

Valley Wealth Managers held 0 shares of WisdomTree Europe Quality Dividend Growth Fund worth $16 as of Q3 2026.
Valley Wealth Managers left its WisdomTree Europe Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Europe Quality Dividend Growth Fund made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #343 holding.
Valley Wealth Managers first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q3 2023 and has held it in 6 quarters since.
Valley Wealth Managers's WisdomTree Europe Quality Dividend Growth Fund position peaked at $4.84M in Q4 2023.
20 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.