Sunbelt Securities’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Sunbelt Securities’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	$56.3K	Hold	1,700	–	–	﹤0.01%	991
2025 Q4	$53.2K	Hold	1,700	–	–	﹤0.01%	979
2025 Q3	$48.8K	Hold	1,700	–	–	﹤0.01%	1009
2025 Q2	$42.5K	Hold	1,700	–	–	﹤0.01%	980
2025 Q1	$41.3K	Hold	1,700	–	–	﹤0.01%	954
2024 Q4	$42.8K	Hold	1,700	–	–	﹤0.01%	978
2024 Q3	$47.2K	Hold	1,700	–	–	﹤0.01%	957
2024 Q2	$44.9K	Hold	1,700	–	–	﹤0.01%	937
2024 Q1	$43.7K	Buy	1,700 +200	+13%	+$4.97K	﹤0.01%	906
2023 Q4	$36.9K	Hold	1,500	–	–	﹤0.01%	879
2023 Q3	$33.5K	Hold	1,500	–	–	﹤0.01%	891
2023 Q2	$34.2K	Sell	1,500 -200	-12%	-$4.5K	﹤0.01%	883
2023 Q1	$38.2K	Buy	+1,700	New	+$38.3K	0.01%	803

Other funds holding DGRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunbelt Securities's DGRE Position: Q1 2026 in Review

Sunbelt Securities held its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) position steady in Q1 2026 at 1,700 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Sunbelt Securities first reported a position in DGRE in Q1 2023 and has held it in 13 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

Sunbelt Securities held 1,700 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $56.3K as of Q1 2026.
Sunbelt Securities left its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #991 holding.
Sunbelt Securities first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2023 and has held it in 13 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.