KFP
DGRE icon

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

KMG Fiduciary 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 		– 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

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

KMG Fiduciary Partners's DGRE Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2026, closing a stake of 19,153 shares — an estimated $634K sold.

KMG Fiduciary Partners first reported a position in DGRE in Q1 2020 and held it in 25 quarters. The position peaked at $667K in Q4 2025. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 19,153 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $634K.
  • KMG Fiduciary Partners first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2020 and held it in 25 quarters.
  • KMG Fiduciary Partners's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $667K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.