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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-3,082
Closed -$96.5K – 532
2025
Q4 		$96.5K Sell
3,082
-26
-0.8% -$782 0.03% 236
2025
Q3 		$89.2K Sell
3,108
-41
-1% -$1.15K 0.03% 219
2025
Q2 		$86.8K Buy
3,149
+195
+7% +$5.03K 0.03% 209
2025
Q1 		$71.8K Sell
2,954
-58
-2% -$1.44K 0.03% 227
2024
Q4 		$75.4K Buy
3,012
+9
+0.3% +$236 0.03% 212
2024
Q3 		$83.4K Buy
3,003
+18
+0.6% +$486 0.04% 174
2024
Q2 		$78.8K Sell
2,985
-40
-1% -$1.03K 0.05% 172
2024
Q1 		$77.8K Buy
3,025
+1,130
+60% +$28.1K 0.05% 164
2023
Q4 		$46.6K Buy
1,895
+11
+0.6% +$251 0.03% 182
2023
Q3 		$42K Buy
1,884
+14
+0.7% +$322 0.03% 169
2023
Q2 		$42.6K Buy
1,870
+103
+6% +$2.32K 0.03% 169
2023
Q1 		$40K Buy
1,767
+7
+0.4% +$158 0.03% 170
2022
Q4 		$37.4K Buy
+1,760
New +$36K 0.03% 168

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Cetera Investment Advisers
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OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DGRE Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2026, closing a stake of 3,082 shares — an estimated $96.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DGRE in Q4 2022 and held it in 13 quarters. The position peaked at $96.5K in Q4 2025. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,082 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2026, an estimated $96.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2022 and held it in 13 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $96.5K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.