SimpliFi Inc’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

SimpliFi Inc’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	$11.2M	Buy	338,964 +655	+0.2%	+$22.2K	4.71%	7
2025 Q4	$10.6M	Buy	338,309 +138,059	+69%	+$4.15M	4.48%	7
2025 Q3	$5.74M	Sell	200,250 -272	-0.1%	-$7.62K	2.46%	13
2025 Q2	$5.53M	Buy	200,522 +369	+0.2%	+$9.51K	2.44%	12
2025 Q1	$4.87M	Buy	200,153 +3,625	+2%	+$90K	2.23%	12
2024 Q4	$4.92M	Buy	196,528 +680	+0.3%	+$17.8K	2.25%	12
2024 Q3	$5.43M	Sell	195,848 -4,372	-2%	-$118K	2.41%	12
2024 Q2	$5.28M	Buy	200,220 +2,497	+1%	+$64.2K	2.44%	12
2024 Q1	$5.08M	Buy	+197,723	New	+$4.91M	2.32%	12

Other funds holding DGRE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

SimpliFi Inc's DGRE Position: Q1 2026 in Review

SimpliFi Inc increased its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 0.19% in Q1 2026, buying an estimated $22.2K and bringing the position to 338,964 shares worth $11.2M. The position accounts for 4.71% of the portfolio, ranked #7.

SimpliFi Inc first reported a position in DGRE in Q1 2024 and has held it in 9 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

SimpliFi Inc held 338,964 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $11.2M as of Q1 2026.
SimpliFi Inc bought 655 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2026, an estimated $22.2K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 4.71% of SimpliFi Inc's portfolio in Q1 2026, its #7 holding.
SimpliFi Inc first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.