RWM
Ritholtz Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-12,956
| Closed | -$310K | – | 122 |
|
2018
Q3 | $310K | Sell |
12,956
-4,060
| -24% | -$97.1K | 0.08% | 90 |
|
2018
Q2 | $423K | Sell |
17,016
-1,100
| -6% | -$27.3K | 0.11% | 68 |
|
2018
Q1 | $490K | Sell |
18,116
-327,322
| -95% | -$8.85M | 0.14% | 58 |
|
2017
Q4 | $9.41M | Buy |
345,438
+20,600
| +6% | +$561K | 2.79% | 14 |
|
2017
Q3 | $8.32M | Buy |
324,838
+15,685
| +5% | +$402K | 3.11% | 12 |
|
2017
Q2 | $7.43M | Buy |
+309,153
| New | +$7.43M | 3.12% | 12 |
|
2016
Q4 | $4.9M | Buy |
+232,211
| New | +$4.9M | 2.51% | 14 |
|