Transamerica Financial Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-500
Closed -$10K 772
2015
Q4
$10K Sell
500
-600
-55% -$12.3K ﹤0.01% 596
2015
Q3
$22K Buy
1,100
+300
+38% +$6.36K ﹤0.01% 489
2015
Q2
$20K Hold
800
﹤0.01% 558
2015
Q1
$20K Buy
+800
New +$19.7K ﹤0.01% 542

Other funds holding DGRE

Transamerica Financial Advisors's DGRE Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2016, closing a stake of 500 shares — an estimated $10K sold.

Transamerica Financial Advisors first reported a position in DGRE in Q1 2015 and held it in 4 quarters. The position peaked at $22K in Q3 2015. 14 funds tracked by Wall St. Rank hold DGRE as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 500 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2016, an estimated $10K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2015 and held it in 4 quarters.
  • Transamerica Financial Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $22K in Q3 2015.
  • 14 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.