180 Wealth Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

180 Wealth Advisors’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
2026 Q2	$523K	Hold	12,791	–	–	0.05%	278
2026 Q1	$424K	Buy	12,791 +141	+1%	+$4.79K	0.05%	303
2025 Q4	$396K	Buy	12,650 +150	+1%	+$4.51K	0.05%	302
2025 Q3	$359K	Sell	12,500 -80	-0.6%	-$2.24K	0.04%	327
2025 Q2	$347K	Buy	12,580 +70	+0.6%	+$1.8K	0.05%	307
2025 Q1	$305K	Sell	12,510 -303	-2%	-$7.53K	0.05%	318
2024 Q4	$321K	Buy	12,813 +10	+0.1%	+$262	0.05%	310
2024 Q3	$355K	Buy	12,803 +150	+1%	+$4.05K	0.06%	301
2024 Q2	$344K	Buy	12,653 +8	+0.1%	+$206	0.06%	295
2024 Q1	$325K	Buy	12,645 +560	+5%	+$13.9K	0.06%	281
2023 Q4	$294K	Sell	12,085 -280	-2%	-$6.39K	0.06%	284
2023 Q3	$276K	Buy	12,365 +127	+1%	+$2.92K	0.06%	273
2023 Q2	$281K	Sell	12,238 -9	-0.1%	-$202	0.06%	270
2023 Q1	$277K	Buy	12,247 +350	+3%	+$7.89K	0.06%	278
2022 Q4	$283K	Buy	11,897 +373	+3%	+$7.64K	0.07%	275
2022 Q3	$221K	Buy	+11,524	New	+$249K	0.06%	303

Other funds holding DGRE

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return