WisdomTree Trust - DGRE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| One Capital Management, LLC | History | Added to | 1,196,197 | 37,451 | 1.13% | 1.06% | 1 | +42,439 | 3.68% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 653,944 | 20,474 | 0.01% | 0.0% | 2 | +56,188 | 9.4% | Q4 2025 | Feb 11, 2026 |
| SimpliFi, Inc. | History | Added to | 338,309 | 10,591 | 4.48% | 2.46% | 3 | +138,059 | 68.94% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 141,788 | 4,439 | 0.0% | 0.0% | 4 | -1,074 | -0.75% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 125,694 | 3,935 | 0.0% | 0.0% | 5 | +2,304 | 1.87% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 116,942 | 3,662 | 0.0% | — | 6 | +116,942 | New | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 82,464 | 2,581 | 0.31% | 0.3% | 7 | +477 | 0.58% | Q4 2025 | Jan 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 62,937 | 1,963 | 0.0% | 0.0% | 8 | -4,687 | -6.93% | Q4 2025 | Feb 17, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 51,698 | 1,618 | 0.49% | 0.48% | 9 | -1,779 | -3.33% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,369 | 1,452 | 0.0% | 0.0% | 10 | -1,875 | -3.89% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 44,112 | 1,380 | 0.0% | 0.0% | 11 | +575 | 1.32% | Q4 2025 | Feb 10, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 41,607 | 1,302 | 0.27% | 0.26% | 12 | -941 | -2.21% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,546 | 862 | 0.0% | 0.0% | 13 | -493 | -1.76% | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | Reduced | 24,854 | 778 | 0.02% | 0.02% | 14 | -456 | -1.8% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 22,246 | 696 | 0.0% | 0.0% | 15 | -1,602 | -6.72% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 21,522 | 674 | 0.08% | 0.07% | 16 | +8 | 0.04% | Q4 2025 | Jan 21, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 21,312 | 667 | 0.05% | 0.04% | 17 | +61 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Great Waters Wealth Management | History | Added to | 17,765 | 556 | 0.06% | 0.06% | 18 | +130 | 0.74% | Q4 2025 | Jan 15, 2026 |
| United Advisor Group, LLC | History | Reduced | 15,938 | 498 | 0.06% | 0.06% | 19 | -74 | -0.46% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,906 | 435 | 0.0% | 0.0% | 20 | -6,795 | -32.82% | Q4 2025 | Mar 25, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 12,650 | 396 | 0.05% | 0.04% | 21 | +150 | 1.2% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Added to | 12,115 | 379 | 0.0% | 0.0% | 22 | +1,722 | 16.57% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,001 | 375 | 0.0% | 0.0% | 23 | +249 | 2.12% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,691 | 366 | 0.0% | 0.0% | 24 | -1,286 | -9.91% | Q4 2025 | Feb 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 10,962 | 343 | 0.17% | — | 25 | +10,962 | New | Q4 2025 | Feb 25, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 9,006 | 281 | 0.05% | 0.04% | 26 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | New | 7,958 | 249 | 0.0% | — | 27 | +7,958 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 7,209 | 225 | 0.01% | 0.01% | 28 | +81 | 1.14% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,139 | 223 | 0.0% | 0.0% | 29 | -28 | -0.39% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,094 | 222 | 0.0% | 0.0% | 30 | -121,592 | -94.49% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | No change | 7,111 | 222 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,000 | 219 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 6,084 | 190 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,365 | 136 | 0.0% | 0.0% | 34 | +1,667 | 61.79% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,150 | 98 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | No change | 3,000 | 93 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,460 | 77 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,887 | 59 | 0.0% | 0.0% | 38 | -681 | -26.52% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,700 | 53 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,363 | 42 | 0.0% | — | 40 | +1,363 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 31 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 823 | 25 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 380 | 11 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 350 | 10 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 159 | 4 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 151 | 4 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 65 | 2 | 0.0% | — | 48 | +65 | New | Q4 2025 | Jan 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -18,974 | -100.0% | Q3 2025 | Oct 16, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Allworth Financial LP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |