CIBC World Market’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

CIBC World Market’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 Q4	–	Sell	-39,139	Closed	-$873K	–	1261
2023 Q3	$873K	Sell	39,139 -10,888	-22%	-$250K	﹤0.01%	769
2023 Q2	$1.14M	Sell	50,027 -204	-0.4%	-$4.59K	﹤0.01%	730
2023 Q1	$1.14M	Buy	+50,231	New	+$1.13M	﹤0.01%	720
2019 Q2	–	Sell	-27,227	Closed	-$674K	–	1143
2019 Q1	$674K	Sell	27,227 -2,498	-8%	-$59.8K	﹤0.01%	772
2018 Q4	$660K	Buy	+29,725	New	+$670K	﹤0.01%	713

Other funds holding DGRE

OCM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CIBC World Market's DGRE Position: Q4 2023 in Review

CIBC World Market sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2023, closing a stake of 39,139 shares — an estimated $873K sold.

CIBC World Market first reported a position in DGRE in Q4 2018 and held it in 5 quarters. The position peaked at $1.14M in Q2 2023. 44 funds tracked by Wall St. Rank hold DGRE as of Q4 2023.

CIBC World Market reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
CIBC World Market sold 39,139 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2023, an estimated $873K.
CIBC World Market first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2018 and held it in 5 quarters.
CIBC World Market's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.14M in Q2 2023.
44 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2023.

Based on CIBC World Market's 13F filing for Q4 2023, filed 13 Feb 2024.