Ritholtz Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Ritholtz Wealth Management’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
2018 Q4	–	Sell	-12,956	Closed	-$310K	–	122
2018 Q3	$310K	Sell	12,956 -4,060	-24%	-$100K	0.08%	90
2018 Q2	$423K	Sell	17,016 -1,100	-6%	-$28.8K	0.11%	68
2018 Q1	$490K	Sell	18,116 -327,322	-95%	-$9.06M	0.14%	58
2017 Q4	$9.41M	Buy	345,438 +20,600	+6%	+$537K	2.79%	14
2017 Q3	$8.32M	Buy	324,838 +15,685	+5%	+$397K	3.11%	12
2017 Q2	$7.43M	Buy	+309,153	New	+$7.33M	3.12%	12
2016 Q4	$4.9M	Buy	+232,211	New	+$5.07M	2.51%	14

Other funds holding DGRE

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

OCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ritholtz Wealth Management's DGRE Position: Q4 2018 in Review

Ritholtz Wealth Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2018, closing a stake of 12,956 shares — an estimated $310K sold.

Ritholtz Wealth Management first reported a position in DGRE in Q4 2016 and held it in 7 quarters. The position peaked at $9.41M in Q4 2017. 34 funds tracked by Wall St. Rank hold DGRE as of Q4 2018.

Ritholtz Wealth Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
Ritholtz Wealth Management sold 12,956 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2018, an estimated $310K.
Ritholtz Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2016 and held it in 7 quarters.
Ritholtz Wealth Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $9.41M in Q4 2017.
34 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2018.

Based on Ritholtz Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.