Provenance Wealth Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$316 | – | 455 |
|
|
2025
Q1 | $316 | Hold |
13
| – | – | ﹤0.01% | 530 |
|
|
2024
Q4 | $325 | Hold |
13
| – | – | ﹤0.01% | 549 |
|
|
2024
Q3 | $361 | Hold |
13
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $343 | Hold |
13
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $334 | Hold |
13
| – | – | ﹤0.01% | 534 |
|
|
2023
Q4 | $320 | Buy |
+13
| New | +$320 | ﹤0.01% | 589 |
|