WisdomTree Trust - DGRE
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 670,303 | 22,202 | 0.01% | 0.01% | 1 | +16,359 | 2.5% | Q1 2026 | May 06, 2026 |
| SimpliFi, Inc. | History | Added to | 338,964 | 11,227 | 4.71% | 4.48% | 2 | +655 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 192,559 | 6,378 | 0.01% | 0.0% | 3 | +50,771 | 35.81% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 163,381 | 5,411 | 0.15% | 1.13% | 4 | -1,032,816 | -86.34% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 130,544 | 4,323 | 0.07% | — | 5 | +130,544 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 120,963 | 4,007 | 0.0% | 0.0% | 6 | -4,731 | -3.76% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 107,292 | 3,554 | 0.0% | 0.0% | 7 | -9,650 | -8.25% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 83,737 | 2,773 | 0.33% | 0.31% | 8 | +1,273 | 1.54% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 58,988 | 1,953 | 0.0% | — | 9 | +58,988 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,132 | 1,826 | 0.0% | 0.0% | 10 | +48,038 | 677.16% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 52,643 | 1,741 | 0.0% | 0.0% | 11 | -10,294 | -16.36% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 51,377 | 1,701 | 0.51% | 0.49% | 12 | -321 | -0.62% | Q1 2026 | May 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 50,983 | 1,688 | 0.0% | — | 13 | +50,983 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,894 | 1,586 | 0.0% | 0.0% | 14 | +1,525 | 3.29% | Q1 2026 | Apr 30, 2026 |
| Noble Wealth Management PBC | History | New | 44,072 | 1,459 | 0.73% | — | 15 | +44,072 | New | Q1 2026 | Apr 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43,189 | 1,447 | 0.01% | 0.0% | 16 | +38,824 | 889.44% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 43,485 | 1,440 | 0.0% | 0.0% | 17 | -627 | -1.42% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 31,225 | 1,034 | 0.0% | 0.0% | 18 | +8,979 | 40.36% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,518 | 911 | 0.0% | 0.0% | 19 | -28 | -0.1% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 21,525 | 713 | 0.08% | 0.08% | 20 | +3 | 0.01% | Q1 2026 | Apr 16, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 19,153 | 634 | 0.05% | 0.05% | 21 | -2,159 | -10.13% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,390 | 609 | 0.0% | 0.0% | 22 | +4,484 | 32.25% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 17,425 | 577 | 0.0% | — | 23 | +17,425 | New | Q1 2026 | May 04, 2026 |
| Great Waters Wealth Management | History | Reduced | 17,286 | 572 | 0.06% | 0.06% | 24 | -479 | -2.7% | Q1 2026 | Apr 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 15,255 | 505 | 0.06% | 0.06% | 25 | -683 | -4.29% | Q1 2026 | Apr 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 12,791 | 423 | 0.05% | 0.05% | 26 | +141 | 1.11% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 12,669 | 419 | 0.0% | 0.0% | 27 | +554 | 4.57% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,171 | 370 | 0.0% | 0.0% | 28 | -830 | -6.92% | Q1 2026 | May 15, 2026 |
| Orgel Wealth Management, LLC | History | New | 10,030 | 332 | 0.01% | — | 29 | +10,030 | New | Q1 2026 | Apr 07, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 9,106 | 301 | 0.2% | 0.17% | 30 | -1,856 | -16.93% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,036 | 299 | 0.0% | 0.0% | 31 | -2,655 | -22.71% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 8,510 | 281 | 0.0% | 0.0% | 32 | +552 | 6.94% | Q1 2026 | May 13, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 8,106 | 268 | 0.05% | 0.05% | 33 | -900 | -9.99% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | No change | 7,209 | 238 | 0.0% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clark Asset Management, LLC | History | No change | 7,111 | 235 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,000 | 231 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 6,099 | 202 | 0.11% | 0.11% | 37 | +15 | 0.25% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | No change | 3,000 | 99 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,150 | 98 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,931 | 63 | 0.0% | 0.0% | 40 | +44 | 2.33% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,700 | 56 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,500 | 49 | 0.0% | 0.0% | 42 | +500 | 50.0% | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,260 | 41 | 0.01% | 0.01% | 43 | -1,200 | -48.78% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 823 | 27 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 476 | 15 | 0.0% | — | 45 | +476 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 476 | 15 | 0.0% | — | 46 | +476 | New | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 380 | 12 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 350 | 11 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 212 | 7 | 0.0% | — | 49 | +212 | New | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 160 | 5 | 0.0% | 0.0% | 50 | +1 | 0.63% | Q1 2026 | Apr 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 151 | 5 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 82 | 2 | 0.0% | — | 53 | +82 | New | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -41,607 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,854 | -100.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,139 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,363 | -100.0% | Q1 2026 | May 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |