KMG Fiduciary Partners’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 | $573K | Buy |
20,778
+1,289
| +7% | +$35.5K | 0.04% | 223 |
|
|
2025
Q1 | $474K | Buy |
19,489
+100
| +0.5% | +$2.43K | 0.04% | 226 |
|
|
2024
Q4 | $485K | Buy |
19,389
+182
| +0.9% | +$4.55K | 0.04% | 217 |
|
|
2024
Q3 | $533K | Buy |
19,207
+106
| +0.6% | +$2.94K | 0.05% | 206 |
|
|
2024
Q2 | $504K | Buy |
19,101
+95
| +0.5% | +$2.51K | 0.05% | 184 |
|
|
2024
Q1 | $488K | Buy |
19,006
+62
| +0.3% | +$1.59K | 0.05% | 177 |
|
|
2023
Q4 | $466K | Buy |
18,944
+103
| +0.5% | +$2.53K | 0.05% | 180 |
|
|
2023
Q3 | $420K | Buy |
18,841
+124
| +0.7% | +$2.77K | 0.06% | 178 |
|
|
2023
Q2 | $426K | Buy |
18,717
+792
| +4% | +$18K | 0.06% | 181 |
|
|
2023
Q1 | $405K | Buy |
17,925
+1,861
| +12% | +$42.1K | 0.06% | 185 |
|
|
2022
Q4 | $341K | Sell |
16,064
-1,040
| -6% | -$22.1K | 0.06% | 193 |
|
|
2022
Q3 | $328K | Buy |
17,104
+223
| +1% | +$4.28K | 0.06% | 160 |
|
|
2022
Q2 | $375K | Buy |
16,881
+323
| +2% | +$7.18K | 0.07% | 156 |
|
|
2022
Q1 | $431K | Buy |
16,558
+333
| +2% | +$8.67K | 0.07% | 154 |
|
|
2021
Q4 | $460K | Buy |
16,225
+347
| +2% | +$9.84K | 0.07% | 143 |
|
|
2021
Q3 | $445K | Buy |
15,878
+610
| +4% | +$17.1K | 0.08% | 138 |
|
|
2021
Q2 | $458K | Buy |
15,268
+32
| +0.2% | +$960 | 0.08% | 139 |
|
|
2021
Q1 | $453K | Buy |
15,236
+1,916
| +14% | +$57K | 0.09% | 130 |
|
|
2020
Q4 | $388K | Buy |
13,320
+43
| +0.3% | +$1.25K | 0.08% | 131 |
|
|
2020
Q3 | $321K | Buy |
13,277
+117
| +0.9% | +$2.83K | 0.08% | 125 |
|
|
2020
Q2 | $299K | Buy |
13,160
+268
| +2% | +$6.09K | 0.08% | 114 |
|
|
2020
Q1 | $248K | Buy |
+12,892
| New | +$248K | 0.08% | 115 |
|