THRIVENT FINANCIAL FOR LUTHERANS EUDG — WISDOMTREE TR

Ownership history in THRIVENT FINANCIAL FOR LUTHERANS  ·  4 quarters on record

AI Ownership Summary

THRIVENT FINANCIAL FOR LUTHERANS reported WISDOMTREE TR (EUDG) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows EUDG at 0.01% 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.

What this EUDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THRIVENT FINANCIAL FOR LUTHERANS'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
2025 Q4

EUDG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

EUDG stock page THRIVENT FINANCIAL FOR LUTHERANS fund profile THRIVENT FINANCIAL FOR LUTHERANS full holdings
How THRIVENT FINANCIAL FOR LUTHERANS held EUDG — position size vs. price
% of Fund (quarterly)    EUDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 123,577 +42,488 +52.4% 0.01% $4.6M 2026-02-05 $38.73
2025 Q2 ADDED — — — 81,089 +57,609 +245.4% 0.03% $2.8M 2025-08-11 $33.31
2024 Q4 ADDED — — — 23,480 +5,738 +32.3% 0.00% $700K 2025-02-10 $31.17
2024 Q3 INITIATED — — — 17,742 — — 0.00% $605K 2024-11-07 $31.18

🏢 Other funds also holding EUDG

As of 2026 Q1 — sorted by position size

Old Port Advisors 3Y 7Y 0.24% Berkeley, Inc 0.22% Forum Finance Group S.A. 0.1% Colorado Capital Management, Inc. 3Y 7Y 0.09% FLOW TRADERS U.S. LLC 3Y 7Y 0.08% Southland Equity Partners LLC 0.07% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 0.06% HARBOUR INVESTMENTS, INC. 3Y 0.03% BEACON FINANCIAL GROUP 3Y 7Y 0.02% Geneos Wealth Management Inc. 3Y 0.02%

FAQ About THRIVENT FINANCIAL FOR LUTHERANS and EUDG

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

How long has THRIVENT FINANCIAL FOR LUTHERANS reported owning EUDG?

THRIVENT FINANCIAL FOR LUTHERANS reported EUDG across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported EUDG position in THRIVENT FINANCIAL FOR LUTHERANS's portfolio?

The largest reported portfolio weight for EUDG was 0.03% in 2025 Q2.

What is the latest reported EUDG position on this page?

The most recent filing on this page is 2025 Q4, when THRIVENT FINANCIAL FOR LUTHERANS reported 123,577 shares, equal to 0.01% of portfolio, with an estimated market value of $4.6M.

What does the chart on this EUDG ownership page compare?

The chart compares THRIVENT FINANCIAL FOR LUTHERANS'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.

How well did THRIVENT FINANCIAL FOR LUTHERANS time their EUDG position?

Based on 13F filing dates vs. subsequent EUDG price moves, THRIVENT FINANCIAL FOR LUTHERANS correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EUDG relative to SPY over the holding period was +6.0%.

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