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

Orgel Wealth 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 Q2	$595K	Buy	14,570 +4,540	+45%	+$175K	0.01%	77
2026 Q1	$332K	Buy	+10,030	New	+$340K	0.01%	80

Other funds holding DGRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Orgel Wealth Management's DGRE Position: Q2 2026 in Review

Orgel Wealth Management increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 45% in Q2 2026, buying an estimated $175K and bringing the position to 14,570 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #77.

Orgel Wealth Management first reported a position in DGRE in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Orgel Wealth Management held 14,570 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $595K as of Q2 2026.
Orgel Wealth Management bought 4,540 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $175K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #77 holding.
Orgel Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.