WealthPLAN Partners’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-2,275	Closed	-$51.8K	–	490
2023 Q2	$51.8K	Buy	2,275 +18	+0.8%	+$405	0.01%	500
2023 Q1	$51.1K	Buy	+2,257	New	+$50.9K	0.01%	549

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 $470M AUM 21.04% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPLAN Partners's DGRE Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2023, closing a stake of 2,275 shares — an estimated $51.8K sold.

WealthPLAN Partners first reported a position in DGRE in Q1 2023 and held it in 2 quarters. The position peaked at $51.8K in Q2 2023. 35 funds tracked by Wall St. Rank hold DGRE as of Q3 2023.

WealthPLAN Partners reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,275 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2023, an estimated $51.8K.
WealthPLAN Partners first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $51.8K in Q2 2023.
35 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.