OAM
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Occidental Asset Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Occidental Asset Management’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 		$2.77M Buy
83,737
+1,273
+2% +$43.2K 0.33% 75
2025
Q4 		$2.58M Buy
82,464
+477
+0.6% +$14.3K 0.31% 74
2025
Q3 		$2.35M Sell
81,987
-349
-0.4% -$9.78K 0.3% 77
2025
Q2 		$2.27M Sell
82,336
-1,476
-2% -$38K 0.31% 77
2025
Q1 		$2.04M Buy
83,812
+26,556
+46% +$659K 0.31% 79
2024
Q4 		$1.43M Buy
57,256
+3,455
+6% +$90.7K 0.22% 90
2024
Q3 		$1.49M Buy
53,801
+82
+0.2% +$2.21K 0.24% 94
2024
Q2 		$1.42M Buy
53,719
+2,194
+4% +$56.4K 0.25% 96
2024
Q1 		$1.32M Buy
51,525
+1,028
+2% +$25.6K 0.25% 95
2023
Q4 		$1.24M Buy
50,497
+411
+0.8% +$9.39K 0.26% 99
2023
Q3 		$1.12M Buy
50,086
+10,455
+26% +$240K 0.26% 97
2023
Q2 		$903K Buy
+39,631
New +$891K 0.2% 112

Other funds holding DGRE

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LPL Financial San Diego, California $377B 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 $3.65B AUM 15.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B 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 $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return