Aptus Capital Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Aptus Capital 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
2020 Q1	–	Sell	-800	Closed	-$21K	–	433
2019 Q4	$21K	Buy	+800	New	+$19.7K	﹤0.01%	430

Other funds holding DGRE

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

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

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

Aptus Capital Advisors's DGRE Position: Q1 2020 in Review

Aptus Capital Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2020, closing a stake of 800 shares — an estimated $21K sold.

Aptus Capital Advisors first reported a position in DGRE in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 32 funds tracked by Wall St. Rank hold DGRE as of Q1 2020.

Aptus Capital Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Aptus Capital Advisors sold 800 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2020, an estimated $21K.
Aptus Capital Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2019 and held it in 1 quarter.
Aptus Capital Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $21K in Q4 2019.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2020.

Based on Aptus Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.