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

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-140	Closed	-$3K	–	774
2022 Q2	$3K	Buy	140 +6	+4%	+$144	﹤0.01%	1621
2022 Q1	$3K	Sell	134 -136	-50%	-$3.68K	﹤0.01%	1754
2021 Q4	$8K	Buy	270 +1	+0.4%	+$28	﹤0.01%	1561
2021 Q3	$8K	Sell	269 -44	-14%	-$1.28K	﹤0.01%	1546
2021 Q2	$9K	Sell	313 -359	-53%	-$10.8K	﹤0.01%	1468
2021 Q1	$20K	Sell	672 -2,406	-78%	-$72.1K	﹤0.01%	1086
2020 Q4	$87K	Buy	3,078 +916	+42%	+$24K	0.02%	541
2020 Q3	$52K	Buy	2,162 +512	+31%	+$12.6K	0.02%	531
2020 Q2	$37K	Buy	1,650 +592	+56%	+$12.7K	0.01%	581
2020 Q1	$20K	Buy	+1,058	New	+$25.2K	0.01%	662

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

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

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DGRE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2022, closing a stake of 140 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in DGRE in Q1 2020 and held it in 10 quarters. The position peaked at $87K in Q4 2020. 27 funds tracked by Wall St. Rank hold DGRE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 140 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $87K in Q4 2020.
27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.