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Spinnaker Investment Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Spinnaker Investment Group’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 		$221K Buy
+5,407
New +$208K 0.04% 167

Other funds holding DGRE

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SI
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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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Spinnaker Investment Group's DGRE Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2026: 5,407 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings.

56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

  • Spinnaker Investment Group held 5,407 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $221K as of Q2 2026.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund was a new Spinnaker Investment Group position in Q2 2026.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #167 holding.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.