Adams Chetwood Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$1.92M	Buy	73,774 +2,148	+3%	+$58.1K	1.09%	19
2021 Q4	$2.03M	Buy	71,626 +11,666	+19%	+$328K	1.38%	18
2021 Q3	$1.68M	Buy	59,960 +16,068	+37%	+$468K	1.22%	21
2021 Q2	$1.32M	Buy	43,892 +19,996	+84%	+$601K	0.93%	24
2021 Q1	$710K	Buy	+23,896	New	+$716K	0.54%	40

Other funds holding DGRE

OCM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

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

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

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

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

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

Adams Chetwood Wealth Management's DGRE Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 3% in Q1 2022, buying an estimated $58.1K and bringing the position to 73,774 shares worth $1.92M. The position accounts for 1.09% of the portfolio, ranked #19.

Adams Chetwood Wealth Management first reported a position in DGRE in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2021. 42 funds tracked by Wall St. Rank hold DGRE as of Q1 2022.

Adams Chetwood Wealth Management held 73,774 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $1.92M as of Q1 2022.
Adams Chetwood Wealth Management bought 2,148 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2022, an estimated $58.1K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 1.09% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #19 holding.
Adams Chetwood Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2021 and has held it in 5 quarters since.
Adams Chetwood Wealth Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $2.03M in Q4 2021.
42 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.