Safeguard Investment Advisory Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Safeguard Investment Advisory 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
2021 Q1	–	Sell	-413	Closed	-$11K	–	223
2020 Q4	$11K	Buy	+413	New	+$10.8K	0.01%	389

Other funds holding DGRE

OCM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

OMC

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Safeguard Investment Advisory Group's DGRE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2021, closing a stake of 413 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in DGRE in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 40 funds tracked by Wall St. Rank hold DGRE as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 413 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2021, an estimated $11K.
Safeguard Investment Advisory Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $11K in Q4 2020.
40 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.