WisdomTree Trust - DGRE

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$100.5M
QoQ value delta ($000)
-$581K (-0.57%)
Implied price effect (QoQ)
-0.06%
Shares
Total shares
2,493,068
QoQ shares delta
-12,927 (-0.52%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DGRE)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 16 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 28,307 692,966 0.01%
SimpliFi, Inc. 13,445 329,152 5.31%
Cetera Investment Advisers 10,094 247,113 0.01%
One Capital Management, LLC 5,411 163,381 0.15%
HighTower Advisors, LLC 5,120 125,346 0.0%
ROYAL BANK OF CANADA 4,252 104,084 0.0%
Occidental Asset Management, LLC 3,384 82,855 0.34%
NATIONAL BANK OF CANADA /FI/ 3,204 79,044 0.0%
OSAIC HOLDINGS, INC. 2,768 67,766 0.0%
Cambridge Investment Research Advisors, Inc. 2,100 51,407 0.0%
Hobbs Group Advisors, LLC 2,099 51,387 0.55%
Noble Wealth Management PBC 1,827 45,110 0.82%
Lido Advisors, LLC 1,748 42,807 0.0%
CITADEL ADVISORS LLC 1,734 42,449 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,712 41,929 0.0%
MORGAN STANLEY 1,392 34,099 0.0%
RAYMOND JAMES FINANCIAL INC 1,120 27,422 0.0%
Farther Finance Advisors, LLC 1,076 26,563 0.01%
GOLDMAN SACHS GROUP INC 983 24,068 0.0%
Capital Advisors, Ltd. LLC 873 21,539 0.09%
ENVESTNET ASSET MANAGEMENT INC 772 18,918 0.0%
JANE STREET GROUP, LLC 763 18,691 0.0%
Great Waters Wealth Management 676 16,694 0.06%
Orgel Wealth Management, LLC 613 15,145 0.01%
United Advisor Group, LLC 572 14,013 0.06%