AssetMark Inc’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

AssetMark Inc’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
2023 Q1	–	Sell	-1	Closed	-$21	–	1611
2022 Q4	$21	Hold	1	–	–	﹤0.01%	1576
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1533
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1509
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1590
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1529
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1410
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1362
2021 Q1	$0	Buy	+1	New	+$30	﹤0.01%	1365

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

APA

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

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

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

PFA

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

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

AssetMark Inc's DGRE Position: Q1 2023 in Review

AssetMark Inc sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2023, closing a stake of 1 share — an estimated $21 sold.

AssetMark Inc first reported a position in DGRE in Q1 2021 and held it in 8 quarters. The position peaked at $21 in Q4 2022. 31 funds tracked by Wall St. Rank hold DGRE as of Q1 2023.

AssetMark Inc reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
AssetMark Inc sold 1 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share in Q1 2023, an estimated $21.
AssetMark Inc first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2021 and held it in 8 quarters.
AssetMark Inc's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $21 in Q4 2022.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2023.

Based on AssetMark Inc's 13F filing for Q1 2023, filed 5 May 2023.