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

FinTrust 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
2024 Q1	–	Sell	-558	Closed	-$13.7K	–	1279
2023 Q4	$13.7K	Hold	558	–	–	﹤0.01%	775
2023 Q3	$12.4K	Sell	558 -451	-45%	-$10.4K	﹤0.01%	750
2023 Q2	$21.4K	Hold	1,009	–	–	0.01%	638
2023 Q1	$21.4K	Hold	1,009	–	–	0.01%	635
2022 Q4	$21.4K	Sell	1,009 -817	-45%	-$16.7K	0.01%	633
2022 Q3	$35K	Hold	1,826	–	–	0.01%	583
2022 Q2	$40K	Hold	1,826	–	–	0.01%	568
2022 Q1	$48K	Sell	1,826 -3,622	-66%	-$98K	0.01%	575
2021 Q4	$155K	Buy	5,448 +817	+18%	+$23K	0.04%	330
2021 Q3	$130K	Buy	4,631 +1,009	+28%	+$29.4K	0.03%	355
2021 Q2	$109K	Hold	3,622	–	–	0.03%	404
2021 Q1	$108K	Hold	3,622	–	–	0.03%	397
2020 Q4	$103K	Sell	3,622 -583	-14%	-$15.3K	0.03%	381
2020 Q3	$102	Hold	4,205	–	–	0.02%	357
2020 Q2	$95K	Hold	4,205	–	–	0.04%	347
2020 Q1	$81K	Buy	4,205 +90	+2%	+$2.15K	0.04%	320
2019 Q4	$108K	Sell	4,115 -907	-18%	-$22.4K	0.04%	311
2019 Q3	$118K	Hold	5,022	–	–	0.04%	315
2019 Q2	$124K	Buy	+5,022	New	+$123K	0.05%	265

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FinTrust Capital Advisors's DGRE Position: Q1 2024 in Review

FinTrust Capital Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2024, closing a stake of 558 shares — an estimated $13.7K sold.

FinTrust Capital Advisors first reported a position in DGRE in Q2 2019 and held it in 19 quarters. The position peaked at $155K in Q4 2021. 41 funds tracked by Wall St. Rank hold DGRE as of Q1 2024.

FinTrust Capital Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 558 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2024, an estimated $13.7K.
FinTrust Capital Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2019 and held it in 19 quarters.
FinTrust Capital Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $155K in Q4 2021.
41 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2024.

Based on FinTrust Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.