SI
SimpliFi Inc’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.53M | Buy |
200,522
+369
| +0.2% | +$10.2K | 2.44% | 12 |
|
2025
Q1 | $4.87M | Buy |
200,153
+3,625
| +2% | +$88.1K | 2.23% | 12 |
|
2024
Q4 | $4.92M | Buy |
196,528
+680
| +0.3% | +$17K | 2.25% | 12 |
|
2024
Q3 | $5.43M | Sell |
195,848
-4,372
| -2% | -$121K | 2.41% | 12 |
|
2024
Q2 | $5.28M | Buy |
200,220
+2,497
| +1% | +$65.9K | 2.44% | 12 |
|
2024
Q1 | $5.08M | Buy |
+197,723
| New | +$5.08M | 2.32% | 12 |
|