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Money Concepts Capital’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Money Concepts Capital’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
2021
Q1 		$93K Buy
3,133
+68
+2% +$2.04K 0.01% 525
2020
Q4 		$87K Buy
+3,065
New +$80.3K 0.01% 479

Other funds holding DGRE

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's DGRE Position: Q1 2021 in Review

Money Concepts Capital increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 2.2% in Q1 2021, buying an estimated $2.04K and bringing the position to 3,133 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #525.

Money Concepts Capital first reported a position in DGRE in Q4 2020 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold DGRE as of Q1 2021.

  • Money Concepts Capital held 3,133 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $93K as of Q1 2021.
  • Money Concepts Capital bought 68 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2021, an estimated $2.04K.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.01% of Money Concepts Capital's portfolio in Q1 2021, its #525 holding.
  • Money Concepts Capital first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2020 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.