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Global Retirement Partners’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Global Retirement Partners’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
Q4 		$98.6K Hold
3,150
– – ﹤0.01% 1928
2025
Q3 		$90.3K Sell
3,150
-369
-10% -$10.3K ﹤0.01% 1558
2025
Q2 		$97K Buy
+3,519
New +$90.7K ﹤0.01% 1450
2024
Q4 		$9.23K Buy
+369
New +$9.68K ﹤0.01% 2426

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
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $844M AUM 20.95% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Global Retirement Partners's DGRE Position: Q4 2025 in Review

Global Retirement Partners held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q4 2025 at 3,150 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Global Retirement Partners first reported a position in DGRE in Q4 2024 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold DGRE as of Q4 2025.

  • Global Retirement Partners held 3,150 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $98.6K as of Q4 2025.
  • Global Retirement Partners left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q4 2025.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1928 holding.
  • Global Retirement Partners first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2024 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.