Clearwater Capital Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Clearwater Capital Advisors’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
2020 Q1	–	Sell	-12,666	Closed	-$332K	–	146
2019 Q4	$332K	Sell	12,666 -5,514	-30%	-$136K	0.06%	152
2019 Q3	$426K	Sell	18,180 -5,476	-23%	-$130K	0.08%	147
2019 Q2	$586K	Sell	23,656 -5,967	-20%	-$146K	0.11%	131
2019 Q1	$733K	Sell	29,623 -3,590	-11%	-$86K	0.14%	125
2018 Q4	$738K	Sell	33,213 -13,317	-29%	-$300K	0.16%	124
2018 Q3	$1.11M	Sell	46,530 -3,643	-7%	-$89.8K	0.22%	101
2018 Q2	$1.25M	Buy	50,173 +119	+0.2%	+$3.12K	0.26%	91
2018 Q1	$1.35M	Buy	50,054 +535	+1%	+$14.8K	0.28%	87
2017 Q4	$1.35M	Buy	49,519 +1,766	+4%	+$46K	0.3%	83
2017 Q3	$1.23M	Buy	47,753 +493	+1%	+$12.5K	0.29%	86
2017 Q2	$1.13M	Buy	47,260 +2,209	+5%	+$52.4K	0.29%	82
2017 Q1	$1.05M	Sell	45,051 -258	-0.6%	-$5.8K	0.29%	81
2016 Q4	$963K	Sell	45,309 -1,540	-3%	-$33.6K	0.33%	78
2016 Q3	$1.07M	Sell	46,849 -1,721	-4%	-$39.3K	0.37%	68
2016 Q2	$1.04M	Buy	+48,570	New	+$1.02M	0.38%	67

Other funds holding DGRE

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

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

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

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

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

IDA

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

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

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

Clearwater Capital Advisors's DGRE Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2020, closing a stake of 12,666 shares — an estimated $332K sold.

Clearwater Capital Advisors first reported a position in DGRE in Q2 2016 and held it in 15 quarters. The position peaked at $1.35M in Q1 2018. 32 funds tracked by Wall St. Rank hold DGRE as of Q1 2020.

Clearwater Capital Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 12,666 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2020, an estimated $332K.
Clearwater Capital Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2016 and held it in 15 quarters.
Clearwater Capital Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.35M in Q1 2018.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.