Capital Advisors Ltd
DGRE icon

Capital Advisors Ltd’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Capital Advisors Ltd’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
Q3 		$873K Buy
21,539
+7
+0% +$279 0.09% 135
2026
Q2 		$880K Buy
21,532
+7
+0% +$270 0.09% 141
2026
Q1 		$713K Buy
21,525
+3
+0% +$102 0.08% 147
2025
Q4 		$674K Buy
21,522
+8
+0% +$241 0.08% 145
2025
Q3 		$617K Buy
21,514
+264
+1% +$7.4K 0.07% 145
2025
Q2 		$586K Buy
21,250
+17
+0.1% +$438 0.07% 148
2025
Q1 		$516K Sell
21,233
-1,237
-6% -$30.7K 0.07% 152
2024
Q4 		$562K Buy
22,470
+5
+0% +$131 0.07% 146
2024
Q3 		$623K Sell
22,465
-2,968
-12% -$80.1K 0.08% 138
2024
Q2 		$671K Sell
25,433
-181
-0.7% -$4.65K 0.09% 130
2024
Q1 		$658K Buy
25,614
+12
+0% +$298 0.09% 133
2023
Q4 		$629K Buy
25,602
+21
+0.1% +$480 0.09% 126
2023
Q3 		$571K Buy
25,581
+24
+0.1% +$551 0.09% 132
2023
Q2 		$582K Buy
25,557
+22
+0.1% +$495 0.09% 132
2023
Q1 		$578K Buy
25,535
+14
+0.1% +$316 0.1% 120
2022
Q4 		$542K Buy
25,521
+231
+0.9% +$4.73K 0.09% 126
2022
Q3 		$485K Buy
25,290
+5,667
+29% +$122K 0.09% 130
2022
Q2 		$436K Buy
19,623
+1,123
+6% +$26.9K 0.08% 141
2022
Q1 		$481K Buy
18,500
+369
+2% +$10K 0.08% 136
2021
Q4 		$515K Buy
18,131
+7
+0% +$197 0.08% 132
2021
Q3 		$508K Sell
18,124
-275
-1% -$8.01K 0.09% 113
2021
Q2 		$552K Buy
18,399
+9
+0% +$271 0.1% 104
2021
Q1 		$547K Buy
18,390
+3
+0% +$90 0.1% 100
2020
Q4 		$522K Buy
18,387
+5
+0% +$131 0.12% 98
2020
Q3 		$445K Buy
18,382
+13
+0.1% +$320 0.11% 101
2020
Q2 		$417K Buy
18,369
+639
+4% +$13.7K 0.11% 105
2020
Q1 		$341K Buy
17,730
+16,002
+926% +$381K 0.11% 104
2019
Q4 		$45K Sell
1,728
-2,384
-58% -$58.8K 0.01% 265
2019
Q3 		$96K Buy
4,112
+13
+0.3% +$308 0.03% 198
2019
Q2 		$101K Buy
4,099
+11
+0.3% +$269 0.03% 208
2019
Q1 		$101K Buy
4,088
+9
+0.2% +$216 0.03% 216
2018
Q4 		$91K Sell
4,079
-12,104
-75% -$273K 0.03% 215
2018
Q3 		$387K Buy
16,183
+8
+0% +$197 0.11% 104
2018
Q2 		$402K Sell
16,175
-4,939
-23% -$129K 0.13% 88
2018
Q1 		$571K Buy
+21,114
New +$584K 0.18% 75

Other funds holding DGRE

SimpliFi Inc
SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Advisors Ltd's DGRE Position: Q3 2026 in Review

Capital Advisors Ltd increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 0.03% in Q3 2026, buying an estimated $279 and bringing the position to 21,539 shares worth $873K. The position accounts for 0.09% of the portfolio, ranked #135.

Capital Advisors Ltd first reported a position in DGRE in Q1 2018 and has held it in 35 quarters since. The position peaked at $880K in Q2 2026. 21 funds tracked by Wall St. Rank hold DGRE as of Q3 2026.

  • Capital Advisors Ltd held 21,539 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $873K as of Q3 2026.
  • Capital Advisors Ltd bought 7 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2026, an estimated $279.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.09% of Capital Advisors Ltd's portfolio in Q3 2026, its #135 holding.
  • Capital Advisors Ltd first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2018 and has held it in 35 quarters since.
  • Capital Advisors Ltd's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $880K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.