Mutual Advisors’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 | $210K | Sell |
7,596
-1,153
| -13% | -$31.9K | 0.01% | 1112 |
|
2025
Q1 | $218K | Sell |
8,749
-864
| -9% | -$21.5K | 0.01% | 1004 |
|
2024
Q4 | $240K | Buy |
9,613
+228
| +2% | +$5.7K | 0.01% | 965 |
|
2024
Q3 | $251K | Sell |
9,385
-83
| -0.9% | -$2.22K | 0.01% | 973 |
|
2024
Q2 | $250K | Sell |
9,468
-940
| -9% | -$24.8K | 0.01% | 963 |
|
2024
Q1 | $267K | Buy |
10,408
+213
| +2% | +$5.47K | 0.01% | 913 |
|
2023
Q4 | $251K | Buy |
10,195
+542
| +6% | +$13.3K | 0.01% | 882 |
|
2023
Q3 | $215K | Buy |
9,653
+4
| +0% | +$89 | 0.01% | 893 |
|
2023
Q2 | $220K | Buy |
9,649
+750
| +8% | +$17.1K | 0.01% | 913 |
|
2023
Q1 | $201K | Buy |
+8,899
| New | +$201K | 0.01% | 925 |
|