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

NewEdge Wealth’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	-330,398	Closed	-$8.27M	–	946
2024 Q4	$8.27M	Buy	330,398 +14,774	+5%	+$388K	0.14%	131
2024 Q3	$8.76M	Sell	315,624 -1,949	-0.6%	-$52.6K	0.16%	129
2024 Q2	$8.38M	Sell	317,573 -7,924	-2%	-$204K	0.18%	116
2024 Q1	$8.34M	Buy	325,497 +22,123	+7%	+$550K	0.19%	120
2023 Q4	$7.46M	Buy	303,374 +7,568	+3%	+$173K	0.19%	118
2023 Q3	$6.6M	Buy	295,806 +31,938	+12%	+$734K	0.21%	115
2023 Q2	$6.01M	Buy	263,868 +44,011	+20%	+$990K	0.2%	119
2023 Q1	$4.97M	Buy	219,857 +5,805	+3%	+$131K	0.19%	121
2022 Q4	$4.55M	Buy	214,052 +4,638	+2%	+$95K	0.2%	118
2022 Q3	$4.01M	Buy	+209,414	New	+$4.52M	0.19%	118

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 Wealth's DGRE Position: Q1 2025 in Review

NewEdge Wealth sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2025, closing a stake of 330,398 shares — an estimated $8.27M sold.

NewEdge Wealth first reported a position in DGRE in Q3 2022 and held it in 10 quarters. The position peaked at $8.76M in Q3 2024. 53 funds tracked by Wall St. Rank hold DGRE as of Q1 2025.

NewEdge Wealth reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
NewEdge Wealth sold 330,398 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2025, an estimated $8.27M.
NewEdge Wealth first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2022 and held it in 10 quarters.
NewEdge Wealth's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $8.76M in Q3 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 Wealth's 13F filing for Q1 2025, filed 9 May 2025.