Princeton Global Asset Management LLC DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND

Ownership history in Princeton Global Asset Management LLC  ·  22 quarters on record

AI Ownership Summary

Princeton Global Asset Management LLC reported WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows DGRE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Princeton Global Asset Management LLC's position in WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGRE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Princeton Global Asset Management LLC held DGRE — position size vs. price
% of Fund (quarterly)    DGRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,260 -1,200 -48.8% 0.01% $42K 2026-04-22 $37.29
2025 Q4 UNCHANGED 2,460 0% 0.01% $77K 2026-01-20 $32.43
2025 Q3 UNCHANGED 2,460 0% 0.01% $71K 2025-10-09 $29.03
2025 Q2 REDUCED 7.9% +4.3% 2,460 -210 -7.9% 0.01% $68K 2025-07-30 $27.11
2025 Q1 REDUCED 6.6% +14.1% 2,670 -190 -6.6% 0.01% $65K 2025-04-11 $23.51
2024 Q4 UNCHANGED 2,860 0% 0.01% $72K 2025-01-24 $24.79
2024 Q3 REDUCED 59.6% -9.2% 2,860 -4,223 -59.6% 0.02% $79K 2024-10-29 $25.91
2024 Q2 UNCHANGED 7,083 0% 0.04% $187K 2024-08-12 $25.43
2024 Q1 REDUCED 7,083 -250 -3.4% 0.04% $182K 2024-04-29 $24.69
2023 Q4 UNCHANGED 7,333 0% 0.05% $180K 2024-01-22 $23.14
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Princeton Global Asset Management LLC and DGRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Princeton Global Asset Management LLC reported owning DGRE?

Princeton Global Asset Management LLC reported DGRE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DGRE position in Princeton Global Asset Management LLC's portfolio?

The largest reported portfolio weight for DGRE was 0.05% in 2023 Q4.

What is the latest reported DGRE position on this page?

The most recent filing on this page is 2026 Q1, when Princeton Global Asset Management LLC reported 1,260 shares, equal to 0.01% of portfolio, with an estimated market value of $42K.

What does the chart on this DGRE ownership page compare?

The chart compares Princeton Global Asset Management LLC's quarterly DGRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Princeton Global Asset Management LLC time their DGRE position?

Based on 13F filing dates vs. subsequent DGRE price moves, Princeton Global Asset Management LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on DGRE relative to SPY over the holding period was -6.5%.

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