Clal Insurance’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Clal Insurance’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 Q4	–	Sell	-28,000	Closed	-$656K	–	118
2019 Q3	$656K	Hold	28,000	–	–	0.02%	101
2019 Q2	$693K	Hold	28,000	–	–	0.02%	90
2019 Q1	$693K	Hold	28,000	–	–	0.02%	86
2018 Q4	$622K	Sell	28,000 -45,400	-62%	-$1.02M	0.02%	84
2018 Q3	$1.76M	Hold	73,400	–	–	0.05%	60
2018 Q2	$1.82M	Sell	73,400 -18,540	-20%	-$485K	0.05%	54
2018 Q1	$2.49M	Hold	91,940	–	–	0.07%	50
2017 Q4	$2.5M	Hold	91,940	–	–	0.07%	53
2017 Q3	$2.35M	Hold	91,940	–	–	0.06%	54
2017 Q2	$2.21M	Hold	91,940	–	–	0.04%	59
2017 Q1	$2.14M	Hold	91,940	–	–	0.04%	55
2016 Q4	$1.94M	Buy	+91,940	New	+$2.01M	0.04%	57

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Clal Insurance's DGRE Position: Q4 2019 in Review

Clal Insurance sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2019, closing a stake of 28,000 shares — an estimated $656K sold.

Clal Insurance first reported a position in DGRE in Q4 2016 and held it in 12 quarters. The position peaked at $2.5M in Q4 2017. 31 funds tracked by Wall St. Rank hold DGRE as of Q4 2019.

Clal Insurance reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
Clal Insurance sold 28,000 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2019, an estimated $656K.
Clal Insurance first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2016 and held it in 12 quarters.
Clal Insurance's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $2.5M in Q4 2017.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2019.

Based on Clal Insurance's 13F filing for Q4 2019, filed 13 Feb 2020.