KMG Fiduciary Partners’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-19,153	Closed	-$634K	–	220
2026 Q1	$634K	Sell	19,153 -2,159	-10%	-$73.3K	0.05%	190
2025 Q4	$667K	Buy	21,312 +61	+0.3%	+$1.83K	0.05%	184
2025 Q3	$609K	Buy	21,251 +473	+2%	+$13.3K	0.04%	221
2025 Q2	$573K	Buy	20,778 +1,289	+7%	+$33.2K	0.04%	223
2025 Q1	$474K	Buy	19,489 +100	+0.5%	+$2.48K	0.04%	226
2024 Q4	$485K	Buy	19,389 +182	+0.9%	+$4.78K	0.04%	217
2024 Q3	$533K	Buy	19,207 +106	+0.6%	+$2.86K	0.05%	206
2024 Q2	$504K	Buy	19,101 +95	+0.5%	+$2.44K	0.05%	184
2024 Q1	$488K	Buy	19,006 +62	+0.3%	+$1.54K	0.05%	177
2023 Q4	$466K	Buy	18,944 +103	+0.5%	+$2.35K	0.05%	180
2023 Q3	$420K	Buy	18,841 +124	+0.7%	+$2.85K	0.06%	178
2023 Q2	$426K	Buy	18,717 +792	+4%	+$17.8K	0.06%	181
2023 Q1	$405K	Buy	17,925 +1,861	+12%	+$42K	0.06%	185
2022 Q4	$341K	Sell	16,064 -1,040	-6%	-$21.3K	0.06%	193
2022 Q3	$328K	Buy	17,104 +223	+1%	+$4.81K	0.06%	160
2022 Q2	$375K	Buy	16,881 +323	+2%	+$7.73K	0.07%	156
2022 Q1	$431K	Buy	16,558 +333	+2%	+$9.01K	0.07%	154
2021 Q4	$460K	Buy	16,225 +347	+2%	+$9.75K	0.07%	143
2021 Q3	$445K	Buy	15,878 +610	+4%	+$17.8K	0.08%	138
2021 Q2	$458K	Buy	15,268 +32	+0.2%	+$962	0.08%	139
2021 Q1	$453K	Buy	15,236 +1,916	+14%	+$57.4K	0.09%	130
2020 Q4	$388K	Buy	13,320 +43	+0.3%	+$1.13K	0.08%	131
2020 Q3	$321K	Buy	13,277 +117	+0.9%	+$2.88K	0.08%	125
2020 Q2	$299K	Buy	13,160 +268	+2%	+$5.74K	0.08%	114
2020 Q1	$248K	Buy	+12,892	New	+$307K	0.08%	115

Other funds holding DGRE