Cornerstone Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Cornerstone Wealth Management’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 Q3	–	Sell	-14,262	Closed	-$578K	–	1352
2018 Q2	$578K	Buy	+14,262	New	+$373K	0.01%	957

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

Cornerstone Wealth Management's DGRE Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2018, closing a stake of 14,262 shares — an estimated $578K sold.

Cornerstone Wealth Management first reported a position in DGRE in Q2 2018 and held it in 1 quarter. The position peaked at $578K in Q2 2018. 38 funds tracked by Wall St. Rank hold DGRE as of Q3 2018.

Cornerstone Wealth Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 14,262 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2018, an estimated $578K.
Cornerstone Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2018 and held it in 1 quarter.
Cornerstone Wealth Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $578K in Q2 2018.
38 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.