Occidental Asset Management, LLC
Position in DGRE — WisdomTree Emerging Markets Quality Dividend Growth Fund
CIK 1770994
Burlingame, CA
All Filings in DGRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DGRE | $2,773,620 | 83,737 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 DGRE | $2,581,865 | 82,464 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 DGRE | $2,351,387 | 81,987 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 DGRE | $2,270,003 | 82,336 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 DGRE | $2,037,469 | 83,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DGRE | $1,432,545 | 57,256 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 DGRE | $1,492,977 | 53,801 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 DGRE | $1,417,644 | 53,719 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 DGRE | $1,324,192 | 51,525 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 DGRE | $1,241,216 | 50,497 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 DGRE | $1,117,418 | 50,086 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 DGRE | $902,794 | 39,631 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||