Raymond James Financial
DGRE icon

Raymond James Financial’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Raymond James Financial’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 		$911K Sell
27,518
-28
-0.1% -$950 ﹤0.01% 3924
2025
Q4 		$862K Sell
27,546
-493
-2% -$14.8K ﹤0.01% 3879
2025
Q3 		$804K Sell
28,039
-41,041
-59% -$1.15M ﹤0.01% 3826
2025
Q2 		$1.9M Sell
69,080
-59,210
-46% -$1.53M ﹤0.01% 3118
2025
Q1 		$3.12M Sell
128,290
-2,794
-2% -$69.4K ﹤0.01% 2669
2024
Q4 		$3.28M Buy
+131,084
New +$3.44M ﹤0.01% 2607

Other funds holding DGRE

LPL Financial
LPL Financial San Diego, California $376B 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 $3.61B AUM 15.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B 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 $528B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return