Wells Fargo
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Wells Fargo’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Wells Fargo’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
2024
Q3 		– Sell
-198
Closed -$5.22K – 6949
2024
Q2 		$5.22K Buy
+198
New +$5.09K ﹤0.01% 5871
2022
Q3 		– Sell
-1
Closed – – 6770
2022
Q2 		$0 Buy
+1
New +$24 ﹤0.01% 6916
2021
Q4 		– Sell
-502
Closed -$14.1K – 7309
2021
Q3 		$14K Hold
502
– – ﹤0.01% 6086
2021
Q2 		$15K Hold
502
– – ﹤0.01% 6002
2021
Q1 		$15K Buy
502
+2
+0.4% +$60 ﹤0.01% 6229
2020
Q4 		$14K Hold
500
– – ﹤0.01% 5946
2020
Q3 		$12K Hold
500
– – ﹤0.01% 5850
2020
Q2 		$11K Sell
500
-1,854
-79% -$39.7K ﹤0.01% 5825
2020
Q1 		$45K Sell
2,354
-503
-18% -$12K ﹤0.01% 5377
2019
Q4 		$75K Sell
2,857
-602
-17% -$14.8K ﹤0.01% 5392
2019
Q3 		$81K Buy
3,459
+1,008
+41% +$23.9K ﹤0.01% 5402
2019
Q2 		$61K Buy
2,451
+501
+26% +$12.2K ﹤0.01% 5481
2019
Q1 		$48K Hold
1,950
– – ﹤0.01% 5330
2018
Q4 		$43K Hold
1,950
– – ﹤0.01% 5567
2018
Q3 		$47K Hold
1,950
– – ﹤0.01% 5608
2018
Q2 		$48K Hold
1,950
– – ﹤0.01% 5603
2018
Q1 		$53K Hold
1,950
– – ﹤0.01% 5546
2017
Q4 		$53K Hold
1,950
– – ﹤0.01% 5539
2017
Q3 		$50K Hold
1,950
– – ﹤0.01% 5469
2017
Q2 		$47K Hold
1,950
– – ﹤0.01% 5400
2017
Q1 		$45K Hold
1,950
– – ﹤0.01% 5472
2016
Q4 		$41K Sell
1,950
-650
-25% -$14.2K ﹤0.01% 5434
2016
Q3 		$60K Hold
2,600
– – ﹤0.01% 5207
2016
Q2 		$57K Hold
2,600
– – ﹤0.01% 5141
2016
Q1 		$55K Sell
2,600
-1,150
-31% -$21.9K ﹤0.01% 5191
2015
Q4 		$73K Buy
3,750
+1,300
+53% +$26.6K ﹤0.01% 5121
2015
Q3 		$48K Buy
+2,450
New +$51.9K ﹤0.01% 5284

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

Wells Fargo's DGRE Position: Q3 2024 in Review

Wells Fargo sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2024, closing a stake of 198 shares — an estimated $5.22K sold.

Wells Fargo first reported a position in DGRE in Q3 2015 and held it in 27 quarters. The position peaked at $81K in Q3 2019. 43 funds tracked by Wall St. Rank hold DGRE as of Q3 2024.

  • Wells Fargo reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Wells Fargo sold 198 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2024, an estimated $5.22K.
  • Wells Fargo first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2015 and held it in 27 quarters.
  • Wells Fargo's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $81K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2024.

Based on Wells Fargo's 13F filing for Q3 2024, filed 13 Nov 2024.