United Advisor Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

United Advisor 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	$562K	Sell	13,880 -133	-0.9%	-$5.3K	0.05%	326
2026 Q2	$572K	Sell	14,013 -1,242	-8%	-$47.8K	0.06%	292
2026 Q1	$505K	Sell	15,255 -683	-4%	-$23.2K	0.06%	285
2025 Q4	$499K	Sell	15,938 -74	-0.5%	-$2.22K	0.06%	281
2025 Q3	$459K	Sell	16,012 -96,798	-86%	-$2.71M	0.06%	277
2025 Q2	$3.11M	Buy	112,810 +10,745	+11%	+$277K	0.54%	49
2025 Q1	$2.48M	Buy	102,065 +11,953	+13%	+$297K	0.51%	52
2024 Q4	$2.25M	Buy	90,112 +34,416	+62%	+$903K	0.45%	55
2024 Q3	$1.55M	Buy	55,696 +9,082	+19%	+$245K	0.35%	70
2024 Q2	$1.23M	Buy	46,614 +22,879	+96%	+$588K	0.38%	66
2024 Q1	$610K	Buy	+23,735	New	+$590K	0.23%	99

Other funds holding DGRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

NWMP

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

United Advisor Group's DGRE Position: Q3 2026 in Review

United Advisor Group reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 0.95% in Q3 2026, selling an estimated $5.3K and leaving 13,880 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #326.

United Advisor Group first reported a position in DGRE in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.11M in Q2 2025. 49 funds tracked by Wall St. Rank hold DGRE as of Q3 2026.

United Advisor Group held 13,880 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $562K as of Q3 2026.
United Advisor Group sold 133 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2026, an estimated $5.3K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #326 holding.
United Advisor Group first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $3.11M in Q2 2025.
49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.