Frazier Financial Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Hold |
6,084
| – | – | 0.12% | 70 |
|
|
2025
Q1 | $148K | Hold |
6,084
| – | – | 0.11% | 66 |
|
|
2024
Q4 | $153K | Hold |
6,084
| – | – | 0.12% | 67 |
|
|
2024
Q3 | $169K | Hold |
6,084
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $161K | Sell |
6,084
-3,050
| -33% | -$80.5K | 0.13% | 69 |
|
|
2024
Q1 | $235K | Hold |
9,134
| – | – | 0.19% | 47 |
|
|
2023
Q4 | $225K | Buy |
+9,134
| New | +$225K | 0.19% | 43 |
|