Orion Portfolio Solutions’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Orion Portfolio Solutions’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 Q3	–	Sell	-1,364	Closed	-$31K	–	805
2020 Q2	$31K	Buy	+1,364	New	+$29.2K	﹤0.01%	822

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Orion Portfolio Solutions's DGRE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2020, closing a stake of 1,364 shares — an estimated $31K sold.

Orion Portfolio Solutions first reported a position in DGRE in Q2 2020 and held it in 1 quarter. The position peaked at $31K in Q2 2020. 28 funds tracked by Wall St. Rank hold DGRE as of Q3 2020.

Orion Portfolio Solutions reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 1,364 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2020, an estimated $31K.
Orion Portfolio Solutions first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2020 and held it in 1 quarter.
Orion Portfolio Solutions's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $31K in Q2 2020.
28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.