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Sowell Financial Services’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Sowell Financial Services’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
2022
Q3 		– Sell
-28,095
Closed -$1.41M – 415
2022
Q2 		$1.41M Buy
+28,095
New +$672K 0.13% 138

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Sowell Financial Services's DGRE Position: Q3 2022 in Review

Sowell Financial Services sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2022, closing a stake of 28,095 shares — an estimated $1.41M sold.

Sowell Financial Services first reported a position in DGRE in Q2 2022 and held it in 1 quarter. The position peaked at $1.41M in Q2 2022. 27 funds tracked by Wall St. Rank hold DGRE as of Q3 2022.

  • Sowell Financial Services reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
  • Sowell Financial Services sold 28,095 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2022, an estimated $1.41M.
  • Sowell Financial Services first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2022 and held it in 1 quarter.
  • Sowell Financial Services's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.41M in Q2 2022.
  • 27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2022.

Based on Sowell Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.