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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

180 Wealth Advisors's DGRE Position: Q2 2026 in Review

180 Wealth Advisors held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q2 2026 at 12,791 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #278.

180 Wealth Advisors first reported a position in DGRE in Q3 2022 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

  • 180 Wealth Advisors held 12,791 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $523K as of Q2 2026.
  • 180 Wealth Advisors left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • 180 Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.