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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 $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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mutual Advisors's DGRE Position: Q1 2026 in Review

Mutual Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2026, closing a stake of 7,139 shares — an estimated $224K sold.

Mutual Advisors first reported a position in DGRE in Q1 2023 and held it in 12 quarters. The position peaked at $267K in Q1 2024. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

  • Mutual Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 7,139 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2026, an estimated $224K.
  • Mutual Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2023 and held it in 12 quarters.
  • Mutual Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $267K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.