Valmark Advisers’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

Valmark Advisers’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	$360K	Hold	9,561	–	–	﹤0.01%	600
2026 Q2	$372K	Hold	9,561	–	–	﹤0.01%	568
2026 Q1	$348K	Hold	9,561	–	–	﹤0.01%	554
2025 Q4	$359K	Hold	9,561	–	–	﹤0.01%	516
2025 Q3	$337K	Hold	9,561	–	–	﹤0.01%	520
2025 Q2	$333K	Hold	9,561	–	–	﹤0.01%	521
2025 Q1	$311K	Hold	9,561	–	–	﹤0.01%	509
2024 Q4	$285K	Hold	9,561	–	–	﹤0.01%	522
2024 Q3	$326K	Hold	9,561	–	–	0.01%	485
2024 Q2	$306K	Buy	9,561 +1,632	+21%	+$53K	0.01%	466
2024 Q1	$259K	Buy	+7,929	New	+$253K	﹤0.01%	481

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

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Valmark Advisers's EUDG Position: Q3 2026 in Review

Valmark Advisers held its WisdomTree Europe Quality Dividend Growth Fund (EUDG) position steady in Q3 2026 at 9,561 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Valmark Advisers first reported a position in EUDG in Q1 2024 and has held it in 11 quarters since. The position peaked at $372K in Q2 2026. 20 funds tracked by Wall St. Rank hold EUDG as of Q3 2026.

Valmark Advisers held 9,561 shares of WisdomTree Europe Quality Dividend Growth Fund worth $360K as of Q3 2026.
Valmark Advisers 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 Valmark Advisers's portfolio in Q3 2026, its #600 holding.
Valmark Advisers first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2024 and has held it in 11 quarters since.
Valmark Advisers's WisdomTree Europe Quality Dividend Growth Fund position peaked at $372K in Q2 2026.
20 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.