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 Q2	$13.4M	Sell	329,152 -9,812	-3%	-$378K	5.31%	7
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 $445B AUM 25.58% 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

HGA

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

SimpliFi Inc's DGRE Position: Q2 2026 in Review

SimpliFi Inc reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 2.9% in Q2 2026, selling an estimated $378K and leaving 329,152 shares worth $13.4M. The position accounts for 5.31% of the portfolio, ranked #7.

SimpliFi Inc first reported a position in DGRE in Q1 2024 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

SimpliFi Inc held 329,152 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $13.4M as of Q2 2026.
SimpliFi Inc sold 9,812 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $378K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 5.31% of SimpliFi Inc's portfolio in Q2 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 10 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 SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.