EUDG β€” WISDOMTREE TR

Ownership history in Old Port Advisors  Β·  29 quarters on record

AI Ownership Summary

Old Port Advisors reported WISDOMTREE TR (EUDG) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.39% in 2024 Q1. The latest visible filing shows EUDG at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EUDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Old Port Advisors's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EUDG was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Old Port Advisors held EUDG β€” position size vs. price
% of Fund (quarterly)    EUDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 29,086 +248 +0.9% 0.24% $1.1M 2026-04-06 $36.99
2025 Q4 REDUCED 28,838 -405 -1.4% 0.27% $1.1M 2026-01-08 $38.00
2025 Q3 REDUCED 29,243 -47 -0.2% 0.26% $1.0M 2025-10-06 $35.65
2025 Q2 REDUCED 29,290 -4,161 -12.4% 0.28% $1.0M 2025-07-16 $34.04
2025 Q1 REDUCED 33,451 -762 -2.2% 0.32% $1.1M 2025-05-06 $33.24
2024 Q4 REDUCED 34,213 -2,016 -5.6% 0.29% $1.0M 2025-01-02 $28.95
2024 Q3 REDUCED 36,229 -86 -0.2% 0.34% $1.2M 2024-10-24 $31.79
2024 Q2 REDUCED 36,315 -297 -0.8% 0.35% $1.2M 2024-07-18 $31.72
2024 Q1 REDUCED 36,612 -1,046 -2.8% 0.39% $1.2M 2024-06-26 $31.20
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EUDG

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.02%

FAQ About Old Port Advisors and EUDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Old Port Advisors reported owning EUDG?

Old Port Advisors reported EUDG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EUDG position in Old Port Advisors's portfolio?

The largest reported portfolio weight for EUDG was 0.39% in 2024 Q1.

What is the latest reported EUDG position on this page?

The most recent filing on this page is 2026 Q1, when Old Port Advisors reported 29,086 shares, equal to 0.24% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EUDG ownership page compare?

The chart compares Old Port Advisors's quarterly EUDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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