OAM
Occidental Asset Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.27M | Sell |
82,336
-1,476
| -2% | -$40.7K | 0.31% | 77 |
|
2025
Q1 | $2.04M | Buy |
83,812
+26,556
| +46% | +$646K | 0.31% | 79 |
|
2024
Q4 | $1.43M | Buy |
57,256
+3,455
| +6% | +$86.4K | 0.22% | 90 |
|
2024
Q3 | $1.49M | Buy |
53,801
+82
| +0.2% | +$2.28K | 0.24% | 94 |
|
2024
Q2 | $1.42M | Buy |
53,719
+2,194
| +4% | +$57.9K | 0.25% | 96 |
|
2024
Q1 | $1.32M | Buy |
51,525
+1,028
| +2% | +$26.4K | 0.25% | 95 |
|
2023
Q4 | $1.24M | Buy |
50,497
+411
| +0.8% | +$10.1K | 0.26% | 99 |
|
2023
Q3 | $1.12M | Buy |
50,086
+10,455
| +26% | +$233K | 0.26% | 97 |
|
2023
Q2 | $903K | Buy |
+39,631
| New | +$903K | 0.2% | 112 |
|