Well Done LLC’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Well Done LLC’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
2021 Q3	–	Sell	-10,477	Closed	-$314K	–	175
2021 Q2	$314K	Hold	10,477	–	–	0.07%	134
2021 Q1	$311K	Sell	10,477 -2,115	-17%	-$63.3K	0.07%	130
2020 Q4	$357K	Hold	12,592	–	–	0.09%	109
2020 Q3	$305K	Buy	12,592 +2,087	+20%	+$51.3K	0.09%	106
2020 Q2	$239K	Buy	+10,505	New	+$225K	0.07%	131
2020 Q1	–	Sell	-7,790	Closed	-$204K	–	138
2019 Q4	$204K	Buy	+7,790	New	+$192K	0.05%	150
2019 Q1	–	Sell	-9,360	Closed	-$208K	–	266
2018 Q4	$208K	Sell	9,360 -6,792	-42%	-$153K	0.06%	133
2018 Q3	$387K	Buy	16,152 +256	+2%	+$6.31K	0.11%	93
2018 Q2	$395K	Buy	15,896 +945	+6%	+$24.7K	0.12%	90
2018 Q1	$404K	Buy	14,951 +717	+5%	+$19.8K	0.13%	80
2017 Q4	$388K	Sell	14,234 -22	-0.2%	-$574	0.13%	83
2017 Q3	$365K	Buy	14,256 +1,176	+9%	+$29.8K	0.11%	95
2017 Q2	$314K	Buy	+13,080	New	+$310K	0.11%	83

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

ACWM

Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Well Done LLC's DGRE Position: Q3 2021 in Review

Well Done LLC sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2021, closing a stake of 10,477 shares — an estimated $314K sold.

Well Done LLC first reported a position in DGRE in Q2 2017 and held it in 13 quarters. The position peaked at $404K in Q1 2018. 38 funds tracked by Wall St. Rank hold DGRE as of Q3 2021.

Well Done LLC reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Well Done LLC sold 10,477 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2021, an estimated $314K.
Well Done LLC first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2017 and held it in 13 quarters.
Well Done LLC's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $404K in Q1 2018.
38 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2021.

Based on Well Done LLC's 13F filing for Q3 2021, filed 1 Nov 2021.