Atria Investments’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Atria Investments’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	$387K	Sell	9,478 -3,191	-25%	-$123K	﹤0.01%	1674
2026 Q1	$420K	Buy	12,669 +554	+5%	+$18.8K	﹤0.01%	1544
2025 Q4	$379K	Buy	12,115 +1,722	+17%	+$51.8K	﹤0.01%	1608
2025 Q3	$298K	Buy	10,393 +2,203	+27%	+$61.7K	﹤0.01%	1725
2025 Q2	$226K	Buy	+8,190	New	+$211K	﹤0.01%	1856

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

Atria Investments's DGRE Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 25% in Q2 2026, selling an estimated $123K and leaving 9,478 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Atria Investments first reported a position in DGRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $420K in Q1 2026. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Atria Investments held 9,478 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $387K as of Q2 2026.
Atria Investments sold 3,191 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $123K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1674 holding.
Atria Investments first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
Atria Investments's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $420K in Q1 2026.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.