Rothschild Investment LLC’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Rothschild Investment LLC’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	$61.3K	Hold	1,500	–	–	﹤0.01%	1202
2026 Q1	$49.7K	Buy	1,500 +500	+50%	+$17K	﹤0.01%	1119
2025 Q4	$31.3K	Hold	1,000	–	–	﹤0.01%	1173
2025 Q3	$28.7K	Hold	1,000	–	–	﹤0.01%	1146
2025 Q2	$27.6K	Hold	1,000	–	–	﹤0.01%	945
2025 Q1	$24.3K	Hold	1,000	–	–	﹤0.01%	943
2024 Q4	$25K	Hold	1,000	–	–	﹤0.01%	946
2024 Q3	$27.8K	Hold	1,000	–	–	﹤0.01%	923
2024 Q2	$26.4K	Hold	1,000	–	–	﹤0.01%	906
2024 Q1	$25.7K	Hold	1,000	–	–	﹤0.01%	873
2023 Q4	$24.6K	Buy	+1,000	New	+$22.8K	﹤0.01%	806

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 $103B AUM 28.65% 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

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

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Rothschild Investment LLC's DGRE Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q2 2026 at 1,500 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Rothschild Investment LLC first reported a position in DGRE in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Rothschild Investment LLC held 1,500 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $61.3K as of Q2 2026.
Rothschild Investment LLC left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1202 holding.
Rothschild Investment LLC first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.