Intelligence Driven Advisers’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Intelligence Driven Advisers’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
2020 Q3	–	Sell	-30,684	Closed	-$697K	–	82
2020 Q2	$697K	Sell	30,684 -11,840	-28%	-$253K	0.25%	50
2020 Q1	$818K	Sell	42,524 -31,743	-43%	-$756K	0.38%	46
2019 Q4	$1.95M	Sell	74,267 -17,567	-19%	-$433K	0.89%	27
2019 Q3	$2.15M	Sell	91,834 -9,074	-9%	-$215K	1.02%	23
2019 Q2	$2.5M	Sell	100,908 -2,699	-3%	-$65.9K	1.19%	23
2019 Q1	$2.56M	Buy	103,607 +18,567	+22%	+$445K	1.4%	20
2018 Q4	$1.89M	Buy	+85,040	New	+$1.92M	1.2%	26

Other funds holding DGRE

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Intelligence Driven Advisers's DGRE Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2020, closing a stake of 30,684 shares — an estimated $697K sold.

Intelligence Driven Advisers first reported a position in DGRE in Q4 2018 and held it in 7 quarters. The position peaked at $2.56M in Q1 2019. 28 funds tracked by Wall St. Rank hold DGRE as of Q3 2020.

Intelligence Driven Advisers reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 30,684 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2020, an estimated $697K.
Intelligence Driven Advisers first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $2.56M in Q1 2019.
28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.