Bank of Montreal’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Bank of Montreal’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 Q1	$27.3K	Hold	823	–	–	﹤0.01%	3425
2025 Q4	$25.8K	Hold	823	–	–	﹤0.01%	3316
2025 Q3	$23.6K	Buy	+823	New	+$23.1K	﹤0.01%	3258
2024 Q2	–	Sell	-20,197	Closed	-$519K	–	3923
2024 Q1	$519K	Buy	+20,197	New	+$502K	﹤0.01%	2413
2023 Q3	–	Sell	-34,564	Closed	-$989K	–	3888
2023 Q2	$989K	Buy	+34,564	New	+$777K	﹤0.01%	2192
2022 Q1	–	Sell	-585	Closed	-$17K	–	4171
2021 Q4	$17K	Hold	585	–	–	﹤0.01%	3355
2021 Q3	$17K	Hold	585	–	–	﹤0.01%	3684
2021 Q2	$18K	Buy	+585	New	+$17.6K	﹤0.01%	3517
2020 Q3	–	Sell	-160	Closed	-$4K	–	4794
2020 Q2	$4K	Hold	160	–	–	﹤0.01%	4449
2020 Q1	$3K	Hold	160	–	–	﹤0.01%	3770
2019 Q4	$4K	Buy	+160	New	+$3.94K	﹤0.01%	4714
2018 Q4	–	Sell	-210	Closed	-$5K	–	4697
2018 Q3	$5K	Hold	210	–	–	﹤0.01%	4106
2018 Q2	$5K	Hold	210	–	–	﹤0.01%	4121
2018 Q1	$6K	Buy	+210	New	+$5.81K	﹤0.01%	3883
2014 Q4	–	Sell	-842	Closed	-$22K	–	4043
2014 Q3	$22K	Buy	+842	New	+$22.8K	﹤0.01%	3431

Other funds holding DGRE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal's DGRE Position: Q1 2026 in Review

Bank of Montreal held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q1 2026 at 823 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

Bank of Montreal first reported a position in DGRE in Q3 2014 and has held it in 15 quarters since. The position peaked at $989K in Q2 2023. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

Bank of Montreal held 823 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $27.3K as of Q1 2026.
Bank of Montreal left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3425 holding.
Bank of Montreal first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2014 and has held it in 15 quarters since.
Bank of Montreal's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $989K in Q2 2023.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.