Clark Asset Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Clark Asset Management’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	$290K	Hold	7,111	–	–	0.02%	220
2026 Q1	$236K	Hold	7,111	–	–	0.02%	224
2025 Q4	$223K	Hold	7,111	–	–	0.02%	214
2025 Q3	$204K	Sell	7,111 -1,019	-13%	-$28.6K	0.02%	203
2025 Q2	$224K	Buy	+8,130	New	+$210K	0.03%	178

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

Clark Asset Management's DGRE Position: Q2 2026 in Review

Clark Asset Management held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q2 2026 at 7,111 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #220.

Clark Asset Management first reported a position in DGRE in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Clark Asset Management held 7,111 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $290K as of Q2 2026.
Clark Asset Management left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #220 holding.
Clark Asset Management 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.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.