IDA
Intelligence Driven Advisers’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-30,684
| Closed | -$697K | – | 82 |
|
2020
Q2 | $697K | Sell |
30,684
-11,840
| -28% | -$269K | 0.25% | 50 |
|
2020
Q1 | $818K | Sell |
42,524
-31,743
| -43% | -$611K | 0.38% | 46 |
|
2019
Q4 | $1.95M | Sell |
74,267
-17,567
| -19% | -$461K | 0.89% | 27 |
|
2019
Q3 | $2.15M | Sell |
91,834
-9,074
| -9% | -$213K | 1.02% | 23 |
|
2019
Q2 | $2.5M | Sell |
100,908
-2,699
| -3% | -$66.8K | 1.19% | 23 |
|
2019
Q1 | $2.56M | Buy |
103,607
+18,567
| +22% | +$459K | 1.4% | 20 |
|
2018
Q4 | $1.89M | Buy |
+85,040
| New | +$1.89M | 1.2% | 26 |
|