IFP Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $239K | Hold |
7,209
| – | – | 0.01% | 1294 |
|
|
2025
Q4 | $226K | Buy |
7,209
+81
| +1% | +$2.44K | 0.01% | 1309 |
|
|
2025
Q3 | $204K | Hold |
7,128
| – | – | 0.01% | 1276 |
|
|
2025
Q2 | $197K | Hold |
7,128
| – | – | 0.01% | 1279 |
|
|
2025
Q1 | $173K | Hold |
7,128
| – | – | 0.01% | 1241 |
|
|
2024
Q4 | $178K | Hold |
7,128
| – | – | 0.01% | 1175 |
|
|
2024
Q3 | $198K | Hold |
7,128
| – | – | 0.01% | 1095 |
|
|
2024
Q2 | $188K | Hold |
7,128
| – | – | 0.01% | 1075 |
|
|
2024
Q1 | $183K | Buy |
+7,128
| New | +$177K | 0.01% | 1039 |
|
|
2023
Q1 | – | Sell |
-295
| Closed | -$8K | – | 3612 |
|
|
2022
Q4 | $8K | Hold |
295
| – | – | ﹤0.01% | 3502 |
|
|
2022
Q3 | $8K | Buy |
295
+26
| +10% | +$561 | ﹤0.01% | 3762 |
|
|
2022
Q2 | $7K | Hold |
269
| – | – | ﹤0.01% | 3592 |
|
|
2022
Q1 | $7K | Buy |
+269
| New | +$7.28K | ﹤0.01% | 3592 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3675 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3382 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3311 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3208 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3074 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2956 |
|
|
2020
Q1 | – | Sell |
-37,964
| Closed | -$905K | – | 2973 |
|
|
2019
Q4 | $994K | Sell |
37,964
-383
| -1% | -$9.44K | 0.07% | 280 |
|
|
2019
Q3 | $892K | Buy |
+38,347
| New | +$908K | 0.06% | 331 |
|
|
2019
Q1 | – | Sell |
-7,283
| Closed | -$162K | – | 2596 |
|
|
2018
Q4 | $162K | Buy |
7,283
+1,647
| +29% | +$37.1K | 0.01% | 951 |
|
|
2018
Q3 | $135K | Buy |
5,636
+1,159
| +26% | +$28.6K | 0.01% | 1301 |
|
|
2018
Q2 | $111K | Buy |
4,477
+4,020
| +880% | +$105K | ﹤0.01% | 1414 |
|
|
2018
Q1 | $12K | Hold |
457
| – | – | ﹤0.01% | 2666 |
|
|
2017
Q4 | $12K | Sell |
457
-21
| -4% | -$548 | ﹤0.01% | 2703 |
|
|
2017
Q3 | $12K | Sell |
478
-523
| -52% | -$13.2K | ﹤0.01% | 2919 |
|
|
2017
Q2 | $24K | Buy |
1,001
+7
| +0.7% | +$166 | ﹤0.01% | 2463 |
|
|
2017
Q1 | $23K | Sell |
994
-4,432
| -82% | -$99.7K | ﹤0.01% | 2397 |
|
|
2016
Q4 | $115K | Buy |
5,426
+4,960
| +1,064% | +$108K | 0.01% | 1366 |
|
|
2016
Q3 | $11K | Sell |
466
-251
| -35% | -$5.74K | ﹤0.01% | 2762 |
|
|
2016
Q2 | $16K | Buy |
+717
| New | +$15K | ﹤0.01% | 2482 |
|
|
2016
Q1 | – | Sell |
-709
| Closed | -$14K | – | 2592 |
|
|
2015
Q4 | $14K | Buy |
+709
| New | +$14.5K | ﹤0.01% | 2374 |
|
Other funds holding DGRE
SI
OCM
OMC
OAM