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Advisor Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Advisor Group’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
2017
Q4 		– Sell
-1,040
Closed -$27K – 4979
2017
Q3 		$27K Buy
+1,040
New +$26.3K ﹤0.01% 3379

Other funds holding DGRE

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's DGRE Position: Q4 2017 in Review

Advisor Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2017, closing a stake of 1,040 shares — an estimated $27K sold.

Advisor Group first reported a position in DGRE in Q3 2017 and held it in 1 quarter. The position peaked at $27K in Q3 2017. 23 funds tracked by Wall St. Rank hold DGRE as of Q4 2017.

  • Advisor Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2017 after selling out during the quarter.
  • Advisor Group sold 1,040 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2017, an estimated $27K.
  • Advisor Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2017 and held it in 1 quarter.
  • Advisor Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $27K in Q3 2017.
  • 23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2017.

Based on Advisor Group's 13F filing for Q4 2017, filed 14 Feb 2018.