3D Asset Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

3D Asset Management’s Portfolio DGRE Stock Details DGRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$14M	Sell	579,751 -107,003	-16%	-$2.63M	3.9%	10
2020 Q2	$15.6M	Sell	686,754 -55,879	-8%	-$1.2M	4.35%	10
2020 Q1	$14.3M	Buy	+742,633	New	+$17.7M	4.25%	10

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3D Asset Management's DGRE Position: Q3 2020 in Review

3D Asset Management reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 16% in Q3 2020, selling an estimated $2.63M and leaving 579,751 shares worth $14M. The position accounts for 3.9% of the portfolio, ranked #10.

3D Asset Management first reported a position in DGRE in Q1 2020 and has held it in 3 quarters since. The position peaked at $15.6M in Q2 2020. 28 funds tracked by Wall St. Rank hold DGRE as of Q3 2020.

3D Asset Management held 579,751 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $14M as of Q3 2020.
3D Asset Management sold 107,003 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2020, an estimated $2.63M.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 3.9% of 3D Asset Management's portfolio in Q3 2020, its #10 holding.
3D Asset Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2020 and has held it in 3 quarters since.
3D Asset Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $15.6M in Q2 2020.
28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.