WISDOMTREE TR (DGRE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
58
Reporting holders
$102.9M
Reported value
4.5%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $28.3M | 692,966 | 0.01% | 31q | +3.4%+$925.8K |
| SimpliFi, Inc. | $13.4M | 329,152 | 5.31% | 10q | -2.9%-$400.8K |
| Cetera Investment Advisers | $10.1M | 247,113 | 0.01% | 8q | +28.3%+$2.2M |
| One Capital Management, LLC | $5.4M | 163,381 | 0.15% | 31q | HELD |
| HighTower Advisors, LLC | $5.1M | 125,346 | 0.00% | 7q | +3.6%+$179.0K |
| ROYAL BANK OF CANADA | $4.3M | 104,084 | 0.00% | 31q | -3.0%-$131.1K |
| IMC-Chicago, LLC | $3.7M | options only | 0.00% | 2q | OPTIONS |
| Occidental Asset Management, LLC | $3.4M | 82,855 | 0.34% | 13q | -1.1%-$36.0K |
| NATIONAL BANK OF CANADA /FI/ | $3.2M | 79,044 | 0.00% | 5q | +50.2%+$1.1M |
| OSAIC HOLDINGS, INC. | $2.8M | 67,766 | 0.00% | 26q | +506.6%+$2.3M |
| Hobbs Group Advisors, LLC | $2.1M | 51,387 | 0.55% | 10q | HELD |
| Noble Wealth Management PBC | $1.8M | 44,589 | 0.82% | 2q | +1.2%+$21.1K |
| Lido Advisors, LLC | $1.7M | 42,807 | 0.00% | 4q | -1.6%-$27.7K |
| CITADEL ADVISORS LLC | $1.7M | 42,449 | 0.00% | 2q | -28.0%-$675.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 41,929 | 0.00% | 6q | -23.9%-$539.3K |
| Farther Finance Advisors, LLC | $1.6M | 38,361 | 0.01% | 6q | -11.2%-$197.2K |
| MORGAN STANLEY | $1.4M | 34,099 | 0.00% | 35q | +9.2%+$117.4K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 27,422 | 0.00% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $983.2K | 24,068 | 0.00% | 6q | +30.9%+$231.9K |
| ENVESTNET ASSET MANAGEMENT INC | $772.8K | 18,918 | 0.00% | 2q | +8.6%+$61.0K |
| JANE STREET GROUP, LLC | $763.5K | 18,691 | 0.00% | 2q | -63.3%-$1.3M |
| Great Waters Wealth Management | $680.2K | 16,652 | 0.06% | 15q | -3.7%-$25.9K |
| SIMPLEX TRADING, LLC | $620.8K | options only | 0.00% | 11q | OPTIONS |
| Orgel Wealth Management, LLC | $595.2K | 14,570 | 0.01% | 2q | +45.3%+$185.5K |
| United Advisor Group, LLC | $572.4K | 14,013 | 0.06% | 10q | -8.1%-$50.7K |
| 180 WEALTH ADVISORS, LLC | $522.5K | 12,791 | 0.05% | 16q | HELD |
| Atria Investments, Inc | $387.2K | 9,478 | 0.00% | 5q | -25.2%-$130.3K |
| Kestra Advisory Services, LLC | $361.4K | 8,846 | 0.00% | 11q | -2.1%-$7.8K |
| Mariner, LLC | $336.2K | 8,230 | 0.00% | 3q | -3.3%-$11.4K |
| CAPITAL MANAGEMENT CORP /VA | $331.1K | 8,106 | 0.05% | 14q | HELD |
| GROUP ONE TRADING LLC | $294.7K | options only | 0.00% | 7q | OPTIONS |
| IFP Advisors, Inc | $294.5K | 7,209 | 0.01% | 10q | HELD |
| Clark Asset Management, LLC | $290.5K | 7,111 | 0.02% | 5q | HELD |
| OPPENHEIMER & CO INC | $285.9K | 7,000 | 0.00% | 4q | HELD |
| Frazier Financial Advisors, LLC | $249.1K | 6,099 | 0.13% | 11q | HELD |
| WORLD EQUITY GROUP, INC. | $228.0K | 5,568 | 0.05% | new | NEW |
| UHLMANN PRICE SECURITIES, LLC | $221.8K | 5,429 | 0.01% | new | NEW |
| Spinnaker Investment Group, LLC | $220.9K | 5,407 | 0.04% | new | NEW |
| PURSUIT WEALTH STRATEGIES, LLC | $186.6K | 4,567 | 0.24% | new | NEW |
| Global Retirement Partners, LLC | $128.7K | 3,150 | 0.00% | 5q | HELD |
| CENTRAL TRUST Co | $122.5K | 3,000 | 0.00% | 21q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $95.8K | 2,346 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $71.9K | 1,760 | 0.00% | 7q | -8.9%-$7.0K |
| IFG Advisory, LLC | $68.2K | 1,669 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $61.3K | 1,500 | 0.00% | 11q | HELD |
| Princeton Global Asset Management LLC | $51.5K | 1,260 | 0.01% | 23q | HELD |
| BANK OF MONTREAL /CAN/ | $33.6K | 823 | 0.00% | 4q | HELD |
| Cullen/Frost Bankers, Inc. | $20.4K | 501 | 0.00% | new | NEW |
| UBS Group AG | $19.4K | 476 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $15.5K | 380 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $14.1K | 350 | 0.00% | 14q | HELD |
| Dunhill Financial, LLC | $10.6K | 260 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $6.6K | 160 | 0.00% | 6q | HELD |
| Glen Eagle Advisors, LLC | $6.2K | 152 | 0.00% | 34q | +0.7% |
| Cambridge Investment Research Advisors, Inc. | $4.2K | 102,814 | 0.00% | 31q | +114.7%+$2.2K |
| TD Waterhouse Canada Inc. | $2.6K | 65 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $1.2K | 30 | 0.00% | 7q | HELD |
| Capital Advisors, Ltd. LLC | $880 | 21,532 | 0.09% | 31q | HELD |
| DHJJ Financial Advisors, Ltd. | $654 | 16 | 0.00% | 12q | HELD |
| MATHER GROUP, LLC. | $27 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $102.9M | 2,435,402 | 9 | 11 | 14 | 4.5% |
| Q1 2026 | 58 | $100.9M | 2,475,319 | 14 | 13 | 15 | 18.7% |
| Q4 2025 | 52 | $98.0M | 3,116,563 | 4 | 12 | 13 | 0.5% |
| Q3 2025 | 53 | $88.3M | 3,076,485 | 5 | 13 | 19 | 0.1% |
| Q2 2025 | 51 | $90.3M | 3,257,480 | 4 | 17 | 16 | 0.6% |
| Q1 2025 | 51 | $87.1M | 3,579,282 | 8 | 13 | 16 | 0.1% |
| Q4 2024 | 52 | $90.7M | 3,558,148 | 10 | 12 | 9 | 1.8% |
| Q3 2024 | 41 | $163.6M | 3,572,904 | 3 | 13 | 12 | 39.4% |
| Q2 2024 | 43 | $191.5M | 3,581,518 | 7 | 13 | 13 | 50.6% |
| Q1 2024 | 39 | $98.0M | 3,502,459 | 6 | 16 | 8 | 8.3% |
| Q4 2023 | 41 | $127.1M | 3,295,102 | 10 | 13 | 8 | 36.3% |
| Q3 2023 | 32 | $57.1M | 2,496,552 | 5 | 14 | 8 | 2.9% |
| Q2 2023 | 35 | $94.3M | 2,442,657 | 7 | 14 | 7 | 40.6% |
| Q1 2023 | 30 | $66.2M | 1,971,081 | 11 | 13 | 2 | 32.5% |
| Q4 2022 | 24 | $64.0M | 1,744,023 | 5 | 6 | 8 | 41.4% |
| Q3 2022 | 27 | $35.2M | 1,733,114 | 5 | 10 | 8 | 5.6% |
| Q2 2022 | 31 | $40.6M | 1,620,205 | 6 | 11 | 10 | 9.4% |
| Q1 2022 | 43 | $49.4M | 1,784,298 | 9 | 14 | 12 | 6.1% |
| Q4 2021 | 38 | $45.6M | 1,544,597 | 4 | 9 | 9 | 3.8% |
| Q3 2021 | 37 | $43.7M | 1,477,724 | 1 | 16 | 6 | 5.2% |
| Q2 2021 | 42 | $52.5M | 1,557,806 | 6 | 11 | 7 | 10.4% |
| Q1 2021 | 38 | $48.5M | 1,514,430 | 5 | 12 | 10 | 7.2% |
| Q4 2020 | 37 | $67.3M | 1,303,453 | 6 | 10 | 5 | 45.0% |
| Q3 2020 | 33 | $196.8M | 1,849,293 | 8 | 8 | 6 | 77.3% |
| Q2 2020 | 34 | $72.8M | 2,125,229 | 5 | 11 | 9 | 33.7% |
| Q1 2020 | 34 | $61.1M | 2,025,223 | 9 | 8 | 7 | 36.2% |
| Q4 2019 | 35 | $130.1M | 1,220,922 | 6 | 4 | 13 | 75.4% |
| Q3 2019 | 32 | $141.3M | 1,319,293 | 6 | 5 | 11 | 78.1% |
| Q2 2019 | 30 | $82.4M | 1,189,704 | 4 | 8 | 6 | 64.3% |
| Q1 2019 | 30 | $62.0M | 1,210,617 | 5 | 6 | 11 | 51.8% |
| Q4 2018 | 36 | $54.2M | 1,448,845 | 1 | 1 | 2 | 40.6% |