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Astoria Portfolio Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Astoria Portfolio 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
2025
Q2 		– Sell
-17,600
Closed -$434K – 261
2025
Q1 		$434K Sell
17,600
-22,494
-56% -$559K 0.15% 128
2024
Q4 		$990K Sell
40,094
-73,854
-65% -$1.94M 0.35% 56
2024
Q3 		$3.13M Sell
113,948
-141,265
-55% -$3.81M 1.07% 19
2024
Q2 		$6.74M Buy
255,213
+2,220
+0.9% +$57.1K 2.41% 11
2024
Q1 		$6.34M Sell
252,993
-5,640
-2% -$140K 2.45% 10
2023
Q4 		$6.42M Buy
258,633
+19,272
+8% +$440K 2.6% 10
2023
Q3 		$5.11M Buy
239,361
+18,993
+9% +$436K 2.47% 9
2023
Q2 		$5.19M Buy
220,368
+13,353
+6% +$300K 2.01% 12
2023
Q1 		$4.69M Buy
207,015
+41,459
+25% +$935K 1.98% 13
2022
Q4 		$3.89M Buy
165,556
+49,664
+43% +$1.02M 1.82% 14
2022
Q3 		$2.22M Buy
115,892
+34,766
+43% +$750K 1.51% 12
2022
Q2 		$1.8M Buy
81,126
+16,363
+25% +$392K 1.31% 17
2022
Q1 		$1.69M Buy
64,763
+13,707
+27% +$371K 1.32% 19
2021
Q4 		$1.45M Buy
+51,056
New +$1.43M 1.15% 19

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Astoria Portfolio Advisors's DGRE Position: Q2 2025 in Review

Astoria Portfolio Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2025, closing a stake of 17,600 shares — an estimated $434K sold.

Astoria Portfolio Advisors first reported a position in DGRE in Q4 2021 and held it in 14 quarters. The position peaked at $6.74M in Q2 2024. 53 funds tracked by Wall St. Rank hold DGRE as of Q2 2025.

  • Astoria Portfolio Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 17,600 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2025, an estimated $434K.
  • Astoria Portfolio Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2021 and held it in 14 quarters.
  • Astoria Portfolio Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $6.74M in Q2 2024.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.