Tradition Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Tradition Wealth Management’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	-609	Closed	-$14K	–	1193
2022 Q2	$14K	Sell	609 -154	-20%	-$3.69K	﹤0.01%	732
2022 Q1	$20K	Sell	763 -118	-13%	-$3.19K	﹤0.01%	714
2021 Q4	$25K	Buy	881 +3	+0.3%	+$84	﹤0.01%	677
2021 Q3	$25K	Buy	878 +5	+0.6%	+$146	﹤0.01%	668
2021 Q2	$26K	Buy	873 +4	+0.5%	+$120	﹤0.01%	692
2021 Q1	$26K	Buy	869 +1	+0.1%	+$30	﹤0.01%	579
2020 Q4	$25K	Buy	+868	New	+$22.7K	﹤0.01%	542

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

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

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Tradition Wealth Management's DGRE Position: Q3 2022 in Review

Tradition Wealth Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2022, closing a stake of 609 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in DGRE in Q4 2020 and held it in 7 quarters. The position peaked at $26K in Q2 2021. 27 funds tracked by Wall St. Rank hold DGRE as of Q3 2022.

Tradition Wealth Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 609 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2022, an estimated $14K.
Tradition Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $26K in Q2 2021.
27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.