Valley National Advisers’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,110
| Closed | -$27K | – | 817 |
|
|
2024
Q4 | $27K | Sell |
1,110
-2,750
| -71% | -$66.9K | ﹤0.01% | 420 |
|
|
2024
Q3 | $107K | Hold |
3,860
| – | – | 0.02% | 276 |
|
|
2024
Q2 | $101K | Hold |
3,860
| – | – | 0.02% | 308 |
|
|
2024
Q1 | $99K | Hold |
3,860
| – | – | 0.02% | 319 |
|
|
2023
Q4 | $94K | Hold |
3,860
| – | – | 0.01% | 320 |
|
|
2023
Q3 | $86K | Hold |
3,860
| – | – | 0.02% | 317 |
|
|
2023
Q2 | $88K | Buy |
+3,860
| New | +$88K | 0.01% | 320 |
|