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Advisory Alpha’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Advisory Alpha’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
2018
Q2 		– Sell
-6,276
Closed -$164K – 142
2018
Q1 		$165K Buy
+6,276
New +$174K 0.06% 97

Other funds holding DGRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's DGRE Position: Q2 2018 in Review

Advisory Alpha sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2018, closing a stake of 6,276 shares — an estimated $164K sold.

Advisory Alpha first reported a position in DGRE in Q1 2018 and held it in 1 quarter. The position peaked at $165K in Q1 2018. 34 funds tracked by Wall St. Rank hold DGRE as of Q2 2018.

  • Advisory Alpha reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2018 after selling out during the quarter.
  • Advisory Alpha sold 6,276 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2018, an estimated $164K.
  • Advisory Alpha first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2018 and held it in 1 quarter.
  • Advisory Alpha's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $165K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2018.

Based on Advisory Alpha's 13F filing for Q2 2018, filed 13 Aug 2018.