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

Beacon Financial 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
2019
Q2 		– Sell
-30,832
Closed -$687 – 187
2019
Q1 		$687 Hold
30,832
– – 0.11% 121
2018
Q4 		$687K Buy
+30,832
New +$694K 0.13% 115

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Beacon Financial Group's DGRE Position: Q2 2019 in Review

Beacon Financial Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2019, closing a stake of 30,832 shares — an estimated $687 sold.

Beacon Financial Group first reported a position in DGRE in Q4 2018 and held it in 2 quarters. The position peaked at $687K in Q4 2018. 28 funds tracked by Wall St. Rank hold DGRE as of Q2 2019.

  • Beacon Financial Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
  • Beacon Financial Group sold 30,832 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2019, an estimated $687.
  • Beacon Financial Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2018 and held it in 2 quarters.
  • Beacon Financial Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $687K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2019.

Based on Beacon Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.