Kestra Advisory Services’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Kestra Advisory Services’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	$361K	Sell	8,846 -190	-2%	-$7.32K	﹤0.01%	2598
2026 Q1	$299K	Sell	9,036 -2,655	-23%	-$90.1K	﹤0.01%	2626
2025 Q4	$366K	Sell	11,691 -1,286	-10%	-$38.7K	﹤0.01%	2375
2025 Q3	$372K	Sell	12,977 -18	-0.1%	-$504	﹤0.01%	2275
2025 Q2	$358K	Sell	12,995 -995	-7%	-$25.6K	﹤0.01%	2225
2025 Q1	$340K	Sell	13,990 -768	-5%	-$19.1K	﹤0.01%	2078
2024 Q4	$369K	Sell	14,758 -323	-2%	-$8.48K	﹤0.01%	2085
2024 Q3	$419K	Buy	15,081 +4	+0%	+$108	﹤0.01%	1878
2024 Q2	$398K	Buy	15,077 +135	+0.9%	+$3.47K	﹤0.01%	1930
2024 Q1	$384K	Sell	14,942 -1,822	-11%	-$45.3K	﹤0.01%	1834
2023 Q4	$412K	Buy	+16,764	New	+$383K	﹤0.01%	1639

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

Kestra Advisory Services's DGRE Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 2.1% in Q2 2026, selling an estimated $7.32K and leaving 8,846 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Kestra Advisory Services first reported a position in DGRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $419K in Q3 2024. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Kestra Advisory Services held 8,846 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $361K as of Q2 2026.
Kestra Advisory Services sold 190 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.32K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2598 holding.
Kestra Advisory Services first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Kestra Advisory Services's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $419K in Q3 2024.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.