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International Assets Investment Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-694
Closed -$18.3K – 1898
2024
Q2 		$18.3K Buy
+694
New +$17.8K ﹤0.01% 1504

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

International Assets Investment Management's DGRE Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2024, closing a stake of 694 shares — an estimated $18.3K sold.

International Assets Investment Management first reported a position in DGRE in Q2 2024 and held it in 1 quarter. The position peaked at $18.3K in Q2 2024. 43 funds tracked by Wall St. Rank hold DGRE as of Q3 2024.

  • International Assets Investment Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 694 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2024, an estimated $18.3K.
  • International Assets Investment Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $18.3K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.