Valley National Advisers’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-1,110	Closed	-$27K	–	817
2024 Q4	$27K	Sell	1,110 -2,750	-71%	-$72.2K	﹤0.01%	420
2024 Q3	$107K	Hold	3,860	–	–	0.02%	276
2024 Q2	$101K	Hold	3,860	–	–	0.02%	308
2024 Q1	$99K	Hold	3,860	–	–	0.02%	319
2023 Q4	$94K	Hold	3,860	–	–	0.01%	320
2023 Q3	$86K	Hold	3,860	–	–	0.02%	317
2023 Q2	$88K	Buy	+3,860	New	+$86.8K	0.01%	320

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Valley National Advisers's DGRE Position: Q1 2025 in Review

Valley National Advisers sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q1 2025, closing a stake of 1,110 shares — an estimated $27K sold.

Valley National Advisers first reported a position in DGRE in Q2 2023 and held it in 7 quarters. The position peaked at $107K in Q3 2024. 53 funds tracked by Wall St. Rank hold DGRE as of Q1 2025.

Valley National Advisers reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Valley National Advisers sold 1,110 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2025, an estimated $27K.
Valley National Advisers first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2023 and held it in 7 quarters.
Valley National Advisers's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $107K in Q3 2024.
53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2025.

Based on Valley National Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.