GWWM
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Great Waters Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Great Waters Wealth 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
2026
Q2 		$680K Sell
16,652
-634
-4% -$24.4K 0.06% 58
2026
Q1 		$573K Sell
17,286
-479
-3% -$16.3K 0.06% 60
2025
Q4 		$556K Buy
17,765
+130
+0.7% +$3.91K 0.06% 59
2025
Q3 		$506K Buy
17,635
+418
+2% +$11.7K 0.06% 65
2025
Q2 		$475K Sell
17,217
-244
-1% -$6.29K 0.06% 59
2025
Q1 		$424K Sell
17,461
-136
-0.8% -$3.38K 0.06% 63
2024
Q4 		$440K Buy
17,597
+25
+0.1% +$656 0.06% 68
2024
Q3 		$488K Sell
17,572
-1,100
-6% -$29.7K 0.07% 64
2024
Q2 		$493K Sell
18,672
-717
-4% -$18.4K 0.08% 61
2024
Q1 		$498K Sell
19,389
-603
-3% -$15K 0.08% 64
2023
Q4 		$479K Sell
19,992
-3,600
-15% -$82.2K 0.09% 62
2023
Q3 		$524K Sell
23,592
-753
-3% -$17.3K 0.1% 57
2023
Q2 		$555K Sell
24,345
-2,623
-10% -$59K 0.11% 58
2023
Q1 		$603K Sell
26,968
-1,229
-4% -$27.7K 0.13% 54
2022
Q4 		$666K Buy
+28,197
New +$577K 0.14% 51

Other funds holding DGRE

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Great Waters Wealth Management's DGRE Position: Q2 2026 in Review

Great Waters Wealth Management reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 3.7% in Q2 2026, selling an estimated $24.4K and leaving 16,652 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #58.

Great Waters Wealth Management first reported a position in DGRE in Q4 2022 and has held it in 15 quarters since. 10 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

  • Great Waters Wealth Management held 16,652 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $680K as of Q2 2026.
  • Great Waters Wealth Management sold 634 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $24.4K.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.06% of Great Waters Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Great Waters Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.