Next Financial Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-92	Closed	-$2K	–	886
2020 Q1	$2K	Hold	92	–	–	﹤0.01%	1911
2019 Q4	$2K	Hold	92	–	–	﹤0.01%	2149
2019 Q3	$2K	Hold	92	–	–	﹤0.01%	2099
2019 Q2	$2K	Buy	+92	New	+$2.25K	﹤0.01%	2104
2019 Q1	–	Sell	-177	Closed	-$4K	–	1710
2018 Q4	$4K	Buy	+177	New	+$3.99K	﹤0.01%	1589
2015 Q4	–	Sell	-1,915	Closed	-$37K	–	1805
2015 Q3	$37K	Hold	1,915	–	–	0.01%	732
2015 Q2	$45K	Buy	1,915 +650	+51%	+$16K	0.02%	697
2015 Q1	$30K	Sell	1,265 -235	-16%	-$5.77K	0.01%	841
2014 Q4	$37K	Hold	1,500	–	–	0.01%	757
2014 Q3	$39K	Buy	+1,500	New	+$40.6K	0.01%	1067

Other funds holding DGRE

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's DGRE Position: Q2 2020 in Review

Next Financial Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2020, closing a stake of 92 shares — an estimated $2K sold.

Next Financial Group first reported a position in DGRE in Q3 2014 and held it in 10 quarters. The position peaked at $45K in Q2 2015. 32 funds tracked by Wall St. Rank hold DGRE as of Q2 2020.

Next Financial Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 92 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2020, an estimated $2K.
Next Financial Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2014 and held it in 10 quarters.
Next Financial Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $45K in Q2 2015.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.