Fairview Capital Investment Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Fairview Capital Investment 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
2020 Q1	–	Sell	-19,675	Closed	-$516K	–	131
2019 Q4	$516K	Sell	19,675 -1,425	-7%	-$35.1K	0.03%	105
2019 Q3	$494K	Sell	21,100 -375	-2%	-$8.88K	0.02%	109
2019 Q2	$531K	Hold	21,475	–	–	0.03%	108
2019 Q1	$531K	Sell	21,475 -1,375	-6%	-$32.9K	0.03%	106
2018 Q4	$507K	Buy	22,850 +5,050	+28%	+$114K	0.03%	102
2018 Q3	$426K	Buy	+17,800	New	+$439K	0.02%	106

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 $3.6B AUM 16.02% 1-Year Est. Return

BCI

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IDA

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

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

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

Fairview Capital Investment Management's DGRE Position: Q1 2020 in Review

Fairview Capital Investment Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2020, closing a stake of 19,675 shares — an estimated $516K sold.

Fairview Capital Investment Management first reported a position in DGRE in Q3 2018 and held it in 6 quarters. The position peaked at $531K in Q2 2019. 32 funds tracked by Wall St. Rank hold DGRE as of Q1 2020.

Fairview Capital Investment Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Fairview Capital Investment Management sold 19,675 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2020, an estimated $516K.
Fairview Capital Investment Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2018 and held it in 6 quarters.
Fairview Capital Investment Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $531K in Q2 2019.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2020.

Based on Fairview Capital Investment Management's 13F filing for Q1 2020, filed 13 May 2020.