Exchange Capital Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Exchange Capital 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 Q2	$1.07M	Buy	38,909 +3,206	+9%	+$82.6K	0.16%	124
2025 Q1	$868K	Buy	35,703 +2,012	+6%	+$50K	0.14%	133
2024 Q4	$843K	Buy	33,691 +4,317	+15%	+$113K	0.13%	131
2024 Q3	$815K	Buy	29,374 +9,347	+47%	+$252K	0.13%	139
2024 Q2	$529K	Buy	20,027 +3,799	+23%	+$97.7K	0.09%	149
2024 Q1	$417K	Buy	16,228 +5,864	+57%	+$146K	0.07%	159
2023 Q4	$255K	Buy	+10,364	New	+$237K	0.05%	170

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Exchange Capital Management's DGRE Position: Q2 2025 in Review

Exchange Capital Management increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 9% in Q2 2025, buying an estimated $82.6K and bringing the position to 38,909 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #124.

Exchange Capital Management first reported a position in DGRE in Q4 2023 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold DGRE as of Q2 2025.

Exchange Capital Management held 38,909 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $1.07M as of Q2 2025.
Exchange Capital Management bought 3,206 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2025, an estimated $82.6K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.16% of Exchange Capital Management's portfolio in Q2 2025, its #124 holding.
Exchange Capital Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2023 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.