Chicago Partners Investment Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Chicago Partners Investment 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
2018 Q4	–	Sell	-191	Closed	-$4K	–	468
2018 Q3	$4K	Buy	191 +56	+41%	+$1.38K	﹤0.01%	941
2018 Q2	$3K	Buy	135 +53	+65%	+$1.39K	﹤0.01%	896
2018 Q1	$2K	Buy	82 +33	+67%	+$913	﹤0.01%	894
2017 Q4	$1K	Buy	+49	New	+$1.28K	﹤0.01%	858

Other funds holding DGRE

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IDA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Partners Investment Group's DGRE Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2018, closing a stake of 191 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in DGRE in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 34 funds tracked by Wall St. Rank hold DGRE as of Q4 2018.

Chicago Partners Investment Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 191 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2018, an estimated $4K.
Chicago Partners Investment Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2017 and held it in 4 quarters.
Chicago Partners Investment Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $4K in Q3 2018.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.