CAL
DGRE icon

Capital Analysts LLC’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Capital Analysts LLC’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 		– Sell
-24,854
Closed -$778K – 1550
2025
Q4 		$778K Sell
24,854
-456
-2% -$13.7K 0.02% 353
2025
Q3 		$726K Sell
25,310
-472
-2% -$13.2K 0.02% 361
2025
Q2 		$711K Sell
25,782
-358
-1% -$9.23K 0.02% 331
2025
Q1 		$635K Buy
26,140
+953
+4% +$23.7K 0.02% 327
2024
Q4 		$630K Buy
25,187
+1,095
+5% +$28.7K 0.03% 307
2024
Q3 		$669K Sell
24,092
-18
-0.1% -$486 0.03% 288
2024
Q2 		$636K Sell
24,110
-2,318
-9% -$59.6K 0.03% 300
2024
Q1 		$679K Buy
26,428
+3,299
+14% +$82K 0.03% 288
2023
Q4 		$569K Buy
23,129
+654
+3% +$14.9K 0.03% 298
2023
Q3 		$501K Buy
22,475
+2,800
+14% +$64.3K 0.03% 298
2023
Q2 		$448K Buy
19,675
+755
+4% +$17K 0.02% 305
2023
Q1 		$428K Buy
18,920
+205
+1% +$4.62K 0.02% 306
2022
Q4 		$398K Sell
18,715
-1,660
-8% -$34K 0.02% 319
2022
Q3 		$391K Buy
20,375
+7,845
+63% +$169K 0.03% 288
2022
Q2 		$278K Sell
12,530
-3,630
-22% -$86.9K 0.02% 312
2022
Q1 		$420K Buy
16,160
+2,410
+18% +$65.2K 0.03% 283
2021
Q4 		$390K Sell
13,750
-111
-0.8% -$3.12K 0.02% 286
2021
Q3 		$389K Buy
13,861
+6,336
+84% +$185K 0.03% 279
2021
Q2 		$226K Buy
7,525
+1,330
+21% +$40K 0.02% 324
2021
Q1 		$184K Buy
6,195
+500
+9% +$15K 0.01% 356
2020
Q4 		$162K Buy
5,695
+1,545
+37% +$40.5K 0.01% 266
2020
Q3 		$100K Buy
4,150
+820
+25% +$20.2K 0.01% 312
2020
Q2 		$76K Sell
3,330
-6,970
-68% -$149K 0.01% 313
2020
Q1 		$198K Buy
10,300
+1,350
+15% +$32.2K 0.02% 209
2019
Q4 		$235K Buy
8,950
+3,135
+54% +$77.3K 0.02% 226
2019
Q3 		$136K Buy
5,815
+370
+7% +$8.76K 0.01% 252
2019
Q2 		$135K Buy
5,445
+100
+2% +$2.44K 0.01% 249
2019
Q1 		$132K Buy
5,345
+2,200
+70% +$52.7K 0.02% 240
2018
Q4 		$70K Sell
3,145
-9,465
-75% -$213K 0.01% 268
2018
Q3 		$302K Buy
12,610
+85
+0.7% +$2.1K 0.03% 172
2018
Q2 		$311K Buy
+12,525
New +$328K 0.04% 175

Other funds holding DGRE

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
Cetera Investment Advisers
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Capital Analysts LLC's DGRE Position: Q1 2026 in Review

Capital Analysts LLC sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2026, closing a stake of 24,854 shares — an estimated $778K sold.

Capital Analysts LLC first reported a position in DGRE in Q2 2018 and held it in 31 quarters. The position peaked at $778K in Q4 2025. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

  • Capital Analysts LLC reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 24,854 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2026, an estimated $778K.
  • Capital Analysts LLC first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2018 and held it in 31 quarters.
  • Capital Analysts LLC's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $778K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.