SAM
DGRE icon

Strive Asset Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Strive Asset Management’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
2025
Q4 		– Sell
-7,207
Closed -$207K – 40
2025
Q3 		$207K Sell
7,207
-6,539
-48% -$183K 0.11% 79
2025
Q2 		$379K Sell
13,746
-38,687
-74% -$997K 0.23% 56
2025
Q1 		$1.27M Sell
52,433
-9,480
-15% -$235K 0.89% 30
2024
Q4 		$1.55M Buy
+61,913
New +$1.62M 1.16% 21

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strive Asset Management's DGRE Position: Q4 2025 in Review

Strive Asset Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2025, closing a stake of 7,207 shares — an estimated $207K sold.

Strive Asset Management first reported a position in DGRE in Q4 2024 and held it in 4 quarters. The position peaked at $1.55M in Q4 2024. 52 funds tracked by Wall St. Rank hold DGRE as of Q4 2025.

  • Strive Asset Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Strive Asset Management sold 7,207 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2025, an estimated $207K.
  • Strive Asset Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2024 and held it in 4 quarters.
  • Strive Asset Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.55M in Q4 2024.
  • 52 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.