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

Envestnet 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	$773K	Buy	18,918 +1,493	+9%	+$57.5K	﹤0.01%	3786
2026 Q1	$577K	Buy	+17,425	New	+$591K	﹤0.01%	3839
2025 Q1	–	Sell	-50,627	Closed	-$1.27M	–	4378
2024 Q4	$1.27M	Buy	50,627 +4,995	+11%	+$131K	﹤0.01%	2994
2024 Q3	$1.27M	Buy	45,632 +30,926	+210%	+$834K	﹤0.01%	2974
2024 Q2	$388K	Buy	+14,706	New	+$378K	﹤0.01%	3583
2022 Q3	–	Sell	-19,852	Closed	-$441K	–	3929
2022 Q2	$441K	Sell	19,852 -30,841	-61%	-$738K	﹤0.01%	3119
2022 Q1	$1.32M	Sell	50,693 -253	-0.5%	-$6.85K	﹤0.01%	2458
2021 Q4	$1.45M	Sell	50,946 -148	-0.3%	-$4.16K	﹤0.01%	2375
2021 Q3	$1.43M	Buy	51,094 +1,185	+2%	+$34.5K	﹤0.01%	2320
2021 Q2	$1.5M	Sell	49,909 -1,401	-3%	-$42.1K	﹤0.01%	2255
2021 Q1	$1.52M	Sell	51,310 -77,075	-60%	-$2.31M	﹤0.01%	2113
2020 Q4	$3.64M	Buy	128,385 +40,692	+46%	+$1.07M	﹤0.01%	1428
2020 Q3	$2.12M	Sell	87,693 -11,318	-11%	-$278K	﹤0.01%	1591
2020 Q2	$2.25M	Sell	99,011 -10,002	-9%	-$214K	﹤0.01%	1506
2020 Q1	$2.1M	Buy	+109,013	New	+$2.6M	﹤0.01%	1401
2019 Q3	–	Sell	-8,515	Closed	-$211K	–	3096
2019 Q2	$211K	Sell	8,515 -529	-6%	-$12.9K	﹤0.01%	2860
2019 Q1	$224K	Sell	9,044 -77,391	-90%	-$1.85M	﹤0.01%	2783
2018 Q4	$1.92M	Buy	+86,435	New	+$1.95M	﹤0.01%	1369

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

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

Envestnet Asset Management increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 8.6% in Q2 2026, buying an estimated $57.5K and bringing the position to 18,918 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #3786.

Envestnet Asset Management first reported a position in DGRE in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.64M in Q4 2020. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Envestnet Asset Management held 18,918 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $773K as of Q2 2026.
Envestnet Asset Management bought 1,493 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $57.5K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3786 holding.
Envestnet Asset Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2018 and has held it in 18 quarters since.
Envestnet Asset Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $3.64M in Q4 2020.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.