ECM
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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

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SI
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Royal Bank of Canada
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UAG
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HighTower Advisors
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OAM
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Raymond James Financial
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