AE Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

AE Wealth Management’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	$1.23K	Hold	30	–	–	﹤0.01%	2581
2026 Q1	$994	Hold	30	–	–	﹤0.01%	2518
2025 Q4	$939	Hold	30	–	–	﹤0.01%	2387
2025 Q3	$860	Hold	30	–	–	﹤0.01%	2220
2025 Q2	$827	Buy	30 +16	+114%	+$412	﹤0.01%	2085
2025 Q1	$340	Hold	14	–	–	﹤0.01%	2115
2024 Q4	$350	Buy	+14	New	+$367	﹤0.01%	2087

Other funds holding DGRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's DGRE Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q2 2026 at 30 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

AE Wealth Management first reported a position in DGRE in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

AE Wealth Management held 30 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $1.23K as of Q2 2026.
AE Wealth Management 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 ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2581 holding.
AE Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2024 and has held it in 7 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.