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

NewEdge 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
2025 Q1	–	Sell	-59,833	Closed	-$1.5M	–	4009
2024 Q4	$1.5M	Buy	59,833 +10,765	+22%	+$283K	0.01%	963
2024 Q3	$1.36M	Buy	49,068 +8,330	+20%	+$225K	0.01%	964
2024 Q2	$1.08M	Buy	40,738 +40,543	+20,791%	+$1.04M	0.01%	1032
2024 Q1	$5.01K	Sell	195 -62	-24%	-$1.54K	﹤0.01%	3139
2023 Q4	$6.32K	Sell	257 -53	-17%	-$1.21K	﹤0.01%	3040
2023 Q3	$6.92K	Sell	310 -308	-50%	-$7.08K	﹤0.01%	2702
2023 Q2	$14.1K	Buy	+618	New	+$13.9K	﹤0.01%	2495

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

NewEdge Advisors's DGRE Position: Q1 2025 in Review

NewEdge Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2025, closing a stake of 59,833 shares — an estimated $1.5M sold.

NewEdge Advisors first reported a position in DGRE in Q2 2023 and held it in 7 quarters. The position peaked at $1.5M in Q4 2024. 53 funds tracked by Wall St. Rank hold DGRE as of Q1 2025.

NewEdge Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 59,833 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2025, an estimated $1.5M.
NewEdge Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2023 and held it in 7 quarters.
NewEdge Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.5M in Q4 2024.
53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.