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

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 36 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.
36 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.