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

Mutual 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
Q1 		– Sell
-7,139
Closed -$224K – 1346
2025
Q4 		$224K Sell
7,139
-28
-0.4% -$842 ﹤0.01% 1217
2025
Q3 		$215K Sell
7,167
-429
-6% -$12K ﹤0.01% 1198
2025
Q2 		$210K Sell
7,596
-1,153
-13% -$29.7K 0.01% 1113
2025
Q1 		$218K Sell
8,749
-864
-9% -$21.5K 0.01% 1005
2024
Q4 		$240K Buy
9,613
+228
+2% +$5.98K 0.01% 966
2024
Q3 		$251K Sell
9,385
-83
-0.9% -$2.24K 0.01% 973
2024
Q2 		$250K Sell
9,468
-940
-9% -$24.2K 0.01% 964
2024
Q1 		$267K Buy
10,408
+213
+2% +$5.29K 0.01% 913
2023
Q4 		$251K Buy
10,195
+542
+6% +$12.4K 0.01% 883
2023
Q3 		$215K Buy
9,653
+4
+0% +$92 0.01% 894
2023
Q2 		$220K Buy
9,649
+750
+8% +$16.9K 0.01% 914
2023
Q1 		$201K Buy
+8,899
New +$201K 0.01% 926

Other funds holding DGRE

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return