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Financial Insights’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Financial Insights’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
2021
Q3 		– Sell
-1,177
Closed -$353K – 110
2021
Q2 		$353K Buy
+1,177
New +$35.4K 0.03% 195

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Insights's DGRE Position: Q3 2021 in Review

Financial Insights sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2021, closing a stake of 1,177 shares — an estimated $353K sold.

Financial Insights first reported a position in DGRE in Q2 2021 and held it in 1 quarter. The position peaked at $353K in Q2 2021. 38 funds tracked by Wall St. Rank hold DGRE as of Q3 2021.

  • Financial Insights reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 1,177 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2021, an estimated $353K.
  • Financial Insights first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2021 and held it in 1 quarter.
  • Financial Insights's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $353K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.