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Parkside Financial Bank & Trust’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q1 		– Sell
-10,477
Closed -$262K – 2742
2024
Q4 		$262K Buy
+10,477
New +$275K 0.03% 323

Other funds holding DGRE

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Parkside Financial Bank & Trust's DGRE Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2025, closing a stake of 10,477 shares — an estimated $262K sold.

Parkside Financial Bank & Trust first reported a position in DGRE in Q4 2024 and held it in 1 quarter. The position peaked at $262K in Q4 2024. 53 funds tracked by Wall St. Rank hold DGRE as of Q1 2025.

  • Parkside Financial Bank & Trust reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 10,477 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2025, an estimated $262K.
  • Parkside Financial Bank & Trust first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2024 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $262K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.