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Raymond James Financial Services Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$3.4M Buy
122,370
+6,417
+6% +$173K ﹤0.01% 1449
2024
Q2 		$3.06M Buy
115,953
+2,543
+2% +$65.4K ﹤0.01% 1432
2024
Q1 		$2.91M Sell
113,410
-3,600
-3% -$89.5K ﹤0.01% 1441
2023
Q4 		$2.88M Buy
117,010
+34,129
+41% +$779K ﹤0.01% 1374
2023
Q3 		$1.85M Buy
82,881
+23,366
+39% +$537K ﹤0.01% 1550
2023
Q2 		$1.36M Buy
59,515
+48,078
+420% +$1.08M ﹤0.01% 1756
2023
Q1 		$259K Buy
+11,437
New +$258K ﹤0.01% 2739
2017
Q1 		– Sell
-44,351
Closed -$936K – 2442
2016
Q4 		$936K Buy
+44,351
New +$969K 0.01% 1151

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Royal Bank of Canada
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Raymond James Financial Services Advisors's DGRE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 5.5% in Q3 2024, buying an estimated $173K and bringing the position to 122,370 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Raymond James Financial Services Advisors first reported a position in DGRE in Q4 2016 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold DGRE as of Q3 2024.

  • Raymond James Financial Services Advisors held 122,370 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $3.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 6,417 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2024, an estimated $173K.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1449 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2016 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.