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

PNC Financial Services 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
2023 Q4	–	Sell	-86	Closed	-$1.92K	–	4656
2023 Q3	$1.92K	Buy	+86	New	+$1.98K	﹤0.01%	4252
2015 Q2	–	Sell	-31,000	Closed	-$744K	–	4700
2015 Q1	$744K	Hold	31,000	–	–	﹤0.01%	1386
2014 Q4	$758K	Sell	31,000 -2,000	-6%	-$50.2K	﹤0.01%	1319
2014 Q3	$849K	Hold	33,000	–	–	﹤0.01%	1183
2014 Q2	$877K	Hold	33,000	–	–	﹤0.01%	1143
2014 Q1	$822K	Sell	33,000 -30,800	-48%	-$727K	﹤0.01%	1148
2013 Q4	$1.59M	Buy	63,800 +29,800	+88%	+$756K	﹤0.01%	891
2013 Q3	$844K	Buy	+34,000	New	+$847K	﹤0.01%	1080

Other funds holding DGRE

OCM

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

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

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

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PNC Financial Services Group's DGRE Position: Q4 2023 in Review

PNC Financial Services Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2023, closing a stake of 86 shares — an estimated $1.92K sold.

PNC Financial Services Group first reported a position in DGRE in Q3 2013 and held it in 8 quarters. The position peaked at $1.59M in Q4 2013. 44 funds tracked by Wall St. Rank hold DGRE as of Q4 2023.

PNC Financial Services Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
PNC Financial Services Group sold 86 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2023, an estimated $1.92K.
PNC Financial Services Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2013 and held it in 8 quarters.
PNC Financial Services Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.59M in Q4 2013.
44 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2023.

Based on PNC Financial Services Group's 13F filing for Q4 2023, filed 9 Feb 2024.