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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
2026
Q2 		$129K Buy
+3,150
New +$121K ﹤0.01% 1881
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Retirement Partners's DGRE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2026: 3,150 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DGRE as recently as Q4 2025.

Global Retirement Partners first reported a position in DGRE in Q4 2024 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

  • Global Retirement Partners held 3,150 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $129K as of Q2 2026.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1881 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 5 quarters since.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.