IFP Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

IFP Advisors’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	$294K	Hold	7,209	–	–	0.01%	1298
2026 Q1	$239K	Hold	7,209	–	–	0.01%	1294
2025 Q4	$226K	Buy	7,209 +81	+1%	+$2.44K	0.01%	1309
2025 Q3	$204K	Hold	7,128	–	–	0.01%	1276
2025 Q2	$197K	Hold	7,128	–	–	0.01%	1279
2025 Q1	$173K	Hold	7,128	–	–	0.01%	1241
2024 Q4	$178K	Hold	7,128	–	–	0.01%	1175
2024 Q3	$198K	Hold	7,128	–	–	0.01%	1095
2024 Q2	$188K	Hold	7,128	–	–	0.01%	1075
2024 Q1	$183K	Buy	+7,128	New	+$177K	0.01%	1039
2023 Q1	–	Sell	-295	Closed	-$8K	–	3612
2022 Q4	$8K	Hold	295	–	–	﹤0.01%	3502
2022 Q3	$8K	Buy	295 +26	+10%	+$561	﹤0.01%	3762
2022 Q2	$7K	Hold	269	–	–	﹤0.01%	3592
2022 Q1	$7K	Buy	+269	New	+$7.28K	﹤0.01%	3592
2020 Q1	–	Sell	-37,964	Closed	-$905K	–	2805
2019 Q4	$994K	Sell	37,964 -383	-1%	-$9.44K	0.07%	280
2019 Q3	$892K	Buy	+38,347	New	+$908K	0.06%	331
2019 Q1	–	Sell	-7,283	Closed	-$162K	–	2592
2018 Q4	$162K	Buy	7,283 +1,647	+29%	+$37.1K	0.01%	951
2018 Q3	$135K	Buy	5,636 +1,159	+26%	+$28.6K	0.01%	1301
2018 Q2	$111K	Buy	4,477 +4,020	+880%	+$105K	﹤0.01%	1414
2018 Q1	$12K	Hold	457	–	–	﹤0.01%	2666
2017 Q4	$12K	Sell	457 -21	-4%	-$548	﹤0.01%	2703
2017 Q3	$12K	Sell	478 -523	-52%	-$13.2K	﹤0.01%	2919
2017 Q2	$24K	Buy	1,001 +7	+0.7%	+$166	﹤0.01%	2463
2017 Q1	$23K	Sell	994 -4,432	-82%	-$99.7K	﹤0.01%	2397
2016 Q4	$115K	Buy	5,426 +4,960	+1,064%	+$108K	0.01%	1366
2016 Q3	$11K	Sell	466 -251	-35%	-$5.74K	﹤0.01%	2762
2016 Q2	$16K	Buy	+717	New	+$15K	﹤0.01%	2482
2016 Q1	–	Sell	-709	Closed	-$14K	–	2592
2015 Q4	$14K	Buy	+709	New	+$14.5K	﹤0.01%	2374

Other funds holding DGRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors's DGRE Position: Q2 2026 in Review

IFP Advisors held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q2 2026 at 7,209 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #1298.

IFP Advisors first reported a position in DGRE in Q4 2015 and has held it in 28 quarters since. The position peaked at $994K in Q4 2019. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

IFP Advisors held 7,209 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $294K as of Q2 2026.
IFP Advisors left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1298 holding.
IFP Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2015 and has held it in 28 quarters since.
IFP Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $994K in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.