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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
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% +$9.98K 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

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Capital Advisors Ltd's DGRE Position: Q2 2026 in Review

Capital Advisors Ltd increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 0.03% in Q2 2026, buying an estimated $270 and bringing the position to 21,532 shares worth $880K. The position accounts for 0.09% of the portfolio, ranked #141.

Capital Advisors Ltd first reported a position in DGRE in Q1 2018 and has held it in 34 quarters since. 10 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

  • Capital Advisors Ltd held 21,532 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $880K as of Q2 2026.
  • Capital Advisors Ltd bought 7 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $270.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.09% of Capital Advisors Ltd's portfolio in Q2 2026, its #141 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 34 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.