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 Q3	$219K	Hold	5,407	–	–	0.03%	164
2026 Q2	$221K	Buy	+5,407	New	+$208K	0.04%	167

Other funds holding DGRE

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Spinnaker Investment Group's DGRE Position: Q3 2026 in Review

Spinnaker Investment Group held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q3 2026 at 5,407 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #164.

Spinnaker Investment Group first reported a position in DGRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $221K in Q2 2026. 4 funds tracked by Wall St. Rank hold DGRE as of Q3 2026.

Spinnaker Investment Group held 5,407 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $219K as of Q3 2026.
Spinnaker Investment Group left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.03% of Spinnaker Investment Group's portfolio in Q3 2026, its #164 holding.
Spinnaker Investment Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2026 and has held it in 2 quarters since.
Spinnaker Investment Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $221K in Q2 2026.
4 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.