Sound Financial Strategies Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Sound Financial Strategies 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
2023 Q2	–	Sell	-53,977	Closed	-$1.22M	–	74
2023 Q1	$1.22M	Buy	+53,977	New	+$1.22M	0.81%	6

Other funds holding DGRE

OCM

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Sound Financial Strategies Group's DGRE Position: Q2 2023 in Review

Sound Financial Strategies Group sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2023, closing a stake of 53,977 shares — an estimated $1.22M sold.

Sound Financial Strategies Group first reported a position in DGRE in Q1 2023 and held it in 1 quarter. The position peaked at $1.22M in Q1 2023. 36 funds tracked by Wall St. Rank hold DGRE as of Q2 2023.

Sound Financial Strategies Group reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Sound Financial Strategies Group sold 53,977 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2023, an estimated $1.22M.
Sound Financial Strategies Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2023 and held it in 1 quarter.
Sound Financial Strategies Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.22M in Q1 2023.
36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2023.

Based on Sound Financial Strategies Group's 13F filing for Q2 2023, filed 7 Aug 2023.