American Portfolios Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

American Portfolios Advisors’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 Q3	$2.97K	Hold	155	–	–	﹤0.01%	3001
2022 Q2	$3.44K	Hold	155	–	–	﹤0.01%	2976
2022 Q1	$4.03K	Hold	155	–	–	﹤0.01%	3017
2021 Q4	$4.4K	Hold	155	–	–	﹤0.01%	2940
2021 Q3	$4.34K	Hold	155	–	–	﹤0.01%	2909
2021 Q2	$4.65K	Hold	155	–	–	﹤0.01%	2847
2021 Q1	$4.61K	Buy	155 +15	+11%	+$449	﹤0.01%	2730
2020 Q4	$3.97K	Buy	140 +15	+12%	+$393	﹤0.01%	2507
2020 Q3	$3.02K	Hold	125	–	–	﹤0.01%	2464
2020 Q2	$2.84K	Hold	125	–	–	﹤0.01%	2431
2020 Q1	$2.4K	Hold	125	–	–	﹤0.01%	2332
2019 Q4	$3.28K	Hold	125	–	–	﹤0.01%	2418
2019 Q3	$2.93K	Hold	125	–	–	﹤0.01%	2389
2019 Q2	$3.1K	Hold	125	–	–	﹤0.01%	2333
2019 Q1	$3.09K	Buy	125 +15	+14%	+$359	﹤0.01%	2245
2018 Q4	$2.44K	Sell	110 -15	-12%	-$338	﹤0.01%	2084
2018 Q3	$2.99K	Hold	125	–	–	﹤0.01%	2151
2018 Q2	$3.11K	Sell	125 -225	-64%	-$5.89K	﹤0.01%	2111
2018 Q1	$9.47K	Hold	350	–	–	﹤0.01%	1653
2017 Q4	$9.54K	Buy	+350	New	+$9.13K	﹤0.01%	1582

Other funds holding DGRE

OCM

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FTUS

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

American Portfolios Advisors's DGRE Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q3 2022 at 155 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

American Portfolios Advisors first reported a position in DGRE in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.54K in Q4 2017. 27 funds tracked by Wall St. Rank hold DGRE as of Q3 2022.

American Portfolios Advisors held 155 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $2.97K as of Q3 2022.
American Portfolios Advisors left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q3 2022.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3001 holding.
American Portfolios Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $9.54K in Q4 2017.
27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.