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

Professional Financial 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
-41,607
Closed -$1.3M – 140
2025
Q4 		$1.3M Sell
41,607
-941
-2% -$28.3K 0.27% 59
2025
Q3 		$1.22M Buy
42,548
+1,008
+2% +$28.2K 0.26% 62
2025
Q2 		$1.15M Buy
41,540
+1,450
+4% +$37.4K 0.27% 63
2025
Q1 		$975K Buy
40,090
+3,715
+10% +$92.3K 0.25% 63
2024
Q4 		$910K Buy
36,375
+2,055
+6% +$53.9K 0.23% 62
2024
Q3 		$952K Sell
34,320
-654
-2% -$17.6K 0.25% 61
2024
Q2 		$923K Buy
34,974
+473
+1% +$12.2K 0.25% 60
2024
Q1 		$887K Buy
34,501
+885
+3% +$22K 0.25% 61
2023
Q4 		$826K Buy
33,616
+1,265
+4% +$28.9K 0.27% 53
2023
Q3 		$722K Buy
32,351
+1,571
+5% +$36.1K 0.33% 55
2023
Q2 		$701K Sell
30,780
-2,194
-7% -$49.3K 0.36% 48
2023
Q1 		$858K Buy
32,974
+4,234
+15% +$95.5K 0.51% 40
2022
Q4 		$611K Buy
28,740
+3,945
+16% +$80.8K 0.41% 50
2022
Q3 		$475K Sell
24,795
-223
-0.9% -$4.81K 0.29% 57
2022
Q2 		$555K Sell
25,018
-7,956
-24% -$190K 0.31% 59
2022
Q1 		$858K Buy
32,974
+1,789
+6% +$48.4K 0.37% 52
2021
Q4 		$885K Buy
31,185
+1,499
+5% +$42.1K 0.38% 47
2021
Q3 		$832K Buy
29,686
+1,301
+5% +$37.9K 0.48% 41
2021
Q2 		$855K Buy
28,385
+2,490
+10% +$74.8K 0.47% 41
2021
Q1 		$770K Buy
25,895
+24,978
+2,724% +$748K 0.48% 44
2020
Q4 		$26K Buy
+917
New +$24K 0.02% 166

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 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Professional Financial Advisors's DGRE Position: Q1 2026 in Review

Professional Financial Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2026, closing a stake of 41,607 shares — an estimated $1.3M sold.

Professional Financial Advisors first reported a position in DGRE in Q4 2020 and held it in 21 quarters. The position peaked at $1.3M in Q4 2025. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

  • Professional Financial Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 41,607 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.3M.
  • Professional Financial Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2020 and held it in 21 quarters.
  • Professional Financial Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.3M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.