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

Creekmur 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
2025 Q3	$21.8K	Buy	760 +353	+87%	+$9.89K	﹤0.01%	429
2025 Q2	$11.2K	Buy	407 +3	+0.7%	+$77	﹤0.01%	508
2025 Q1	$9.83K	Buy	404 +2	+0.5%	+$50	﹤0.01%	484
2024 Q4	$10.1K	Hold	402	–	–	﹤0.01%	425
2024 Q3	$11.1K	Buy	402 +3	+0.8%	+$81	﹤0.01%	428
2024 Q2	$10.5K	Sell	399 -227	-36%	-$5.84K	﹤0.01%	494
2024 Q1	$16.1K	Buy	626 +2	+0.3%	+$50	0.01%	408
2023 Q4	$15.3K	Buy	+624	New	+$14.3K	﹤0.01%	461

Other funds holding DGRE

OCM

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

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Creekmur Asset Management's DGRE Position: Q3 2025 in Review

Creekmur Asset Management increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 87% in Q3 2025, buying an estimated $9.89K and bringing the position to 760 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Creekmur Asset Management first reported a position in DGRE in Q4 2023 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold DGRE as of Q3 2025.

Creekmur Asset Management held 760 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $21.8K as of Q3 2025.
Creekmur Asset Management bought 353 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2025, an estimated $9.89K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #429 holding.
Creekmur Asset Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2023 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.