VALLEY WEALTH MANAGERS, INC. reported WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND (EUDG) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows EUDG at 0.00% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY WEALTH MANAGERS, INC.'s position in WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND, 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.
EUDG was reported at 0.00% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
These are the practical questions this page is built to answer before you even open the full history table.
VALLEY WEALTH MANAGERS, INC. reported EUDG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.
The largest reported portfolio weight for EUDG was 0.00% in 2024 Q2.
The latest section of the table and chart shows the most recent reported EUDG position for VALLEY WEALTH MANAGERS, INC..
The chart compares VALLEY WEALTH MANAGERS, INC.'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.
Based on 13F filing dates vs. subsequent EUDG price moves, VALLEY WEALTH MANAGERS, INC. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on EUDG relative to SPY over the holding period was -9.6%.