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Decker Retirement Planning’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Decker Retirement Planning’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
Q1 		– Sell
-112
Closed -$2.8K – 309
2024
Q4 		$2.8K Buy
+112
New +$2.94K ﹤0.01% 403

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Decker Retirement Planning's DGRE Position: Q1 2025 in Review

Decker Retirement Planning sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2025, closing a stake of 112 shares — an estimated $2.8K sold.

Decker Retirement Planning first reported a position in DGRE in Q4 2024 and held it in 1 quarter. The position peaked at $2.8K in Q4 2024. 53 funds tracked by Wall St. Rank hold DGRE as of Q1 2025.

  • Decker Retirement Planning reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 112 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2025, an estimated $2.8K.
  • Decker Retirement Planning first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $2.8K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.