Wealthcare Advisory Partners LLC EUDG β€” WISDOMTREE TR

Ownership history in Wealthcare Advisory Partners LLC  Β·  2 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported WISDOMTREE TR (EUDG) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 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 Wealthcare Advisory Partners LLC'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 Q2

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

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Wealthcare Advisory Partners LLC held EUDG β€” position size vs. price
% of Fund (quarterly)    EUDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 6,947 β€” 0% 0.01% $270K 2026-07-09 $38.78
2026 Q1 INITIATED β€” β€” β€” 6,947 β€” β€” 0.00% $253K 2026-04-14 $38.24

🏒 Other funds also holding EUDG

As of 2026 Q2 β€” sorted by position size

Southland Equity Partners LLC 0.07% BEACON FINANCIAL GROUP 3Y 7Y 0.02%

FAQ About Wealthcare Advisory Partners LLC and EUDG

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

How long has Wealthcare Advisory Partners LLC reported owning EUDG?

Wealthcare Advisory Partners LLC reported EUDG across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported EUDG position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for EUDG was 0.01% in 2026 Q2.

What is the latest reported EUDG position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 6,947 shares, equal to 0.01% of portfolio, with an estimated market value of $270K.

What does the chart on this EUDG ownership page compare?

The chart compares Wealthcare Advisory Partners LLC'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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