Flagship Harbor Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Flagship Harbor 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
2019 Q2	–	Sell	-2,995	Closed	-$74K	–	1878
2019 Q1	$74K	Hold	2,995	–	–	0.02%	646
2018 Q4	$66K	Buy	2,995 +389	+15%	+$8.76K	0.02%	633
2018 Q3	$62K	Buy	2,606 +5	+0.2%	+$123	0.01%	725
2018 Q2	$64K	Buy	+2,601	New	+$68.1K	0.01%	711

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

BCI

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

IDA

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

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

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

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

CCA

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Flagship Harbor Advisors's DGRE Position: Q2 2019 in Review

Flagship Harbor Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2019, closing a stake of 2,995 shares — an estimated $74K sold.

Flagship Harbor Advisors first reported a position in DGRE in Q2 2018 and held it in 4 quarters. The position peaked at $74K in Q1 2019. 28 funds tracked by Wall St. Rank hold DGRE as of Q2 2019.

Flagship Harbor Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
Flagship Harbor Advisors sold 2,995 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2019, an estimated $74K.
Flagship Harbor Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2018 and held it in 4 quarters.
Flagship Harbor Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $74K in Q1 2019.
28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2019.

Based on Flagship Harbor Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.