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 | 692,966 | 28,307 | 0.01% | 0.01% | 1 | +22,663 | 3.38% | Q2 2026 | Aug 07, 2026 |
| SimpliFi, Inc. | History | Reduced | 329,152 | 13,445 | 5.31% | 4.71% | 2 | -9,812 | -2.89% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 247,113 | 10,094 | 0.01% | 0.01% | 3 | +54,554 | 28.33% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 163,381 | 5,411 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 125,346 | 5,120 | 0.0% | 0.0% | 5 | +4,383 | 3.62% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 104,084 | 4,252 | 0.0% | 0.0% | 6 | -3,208 | -2.99% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 82,855 | 3,384 | 0.34% | 0.33% | 7 | -882 | -1.05% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 79,044 | 3,204 | 0.0% | 0.0% | 8 | +26,401 | 50.15% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 67,766 | 2,768 | 0.0% | 0.0% | 9 | +56,595 | 506.62% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 51,407 | 2,100 | 0.0% | 0.0% | 10 | +3,513 | 7.33% | Q2 2026 | Jul 27, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 51,387 | 2,099 | 0.55% | 0.51% | 11 | +10 | 0.02% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 44,589 | 1,821 | 0.81% | 0.73% | 12 | +517 | 1.17% | Q2 2026 | Jul 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 42,807 | 1,748 | 0.0% | 0.0% | 13 | -678 | -1.56% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 42,449 | 1,734 | 0.0% | 0.0% | 14 | -16,539 | -28.04% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,929 | 1,712 | 0.0% | 0.0% | 15 | -13,203 | -23.95% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 38,361 | 1,567 | 0.01% | 0.01% | 16 | -4,828 | -11.18% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | Added to | 34,099 | 1,392 | 0.0% | 0.0% | 17 | +2,874 | 9.2% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,422 | 1,120 | 0.0% | 0.0% | 18 | -96 | -0.35% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,068 | 983 | 0.0% | 0.0% | 19 | +5,678 | 30.88% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 21,532 | 880 | 0.09% | 0.08% | 20 | +7 | 0.03% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,918 | 772 | 0.0% | 0.0% | 21 | +1,493 | 8.57% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,691 | 763 | 0.0% | 0.0% | 22 | -32,292 | -63.34% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | Reduced | 16,652 | 680 | 0.06% | 0.06% | 23 | -634 | -3.67% | Q2 2026 | Jul 08, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 14,570 | 595 | 0.01% | 0.01% | 24 | +4,540 | 45.26% | Q2 2026 | Jul 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 14,013 | 572 | 0.06% | 0.06% | 25 | -1,242 | -8.14% | Q2 2026 | Jul 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 12,791 | 522 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | Reduced | 9,478 | 387 | 0.0% | 0.0% | 27 | -3,191 | -25.19% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,846 | 361 | 0.0% | 0.0% | 28 | -190 | -2.1% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 8,230 | 336 | 0.0% | 0.0% | 29 | -280 | -3.29% | Q2 2026 | Aug 13, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 8,106 | 331 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 7,209 | 294 | 0.01% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clark Asset Management, LLC | History | No change | 7,111 | 290 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,000 | 285 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 6,099 | 249 | 0.13% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 5,568 | 227 | 0.05% | — | 35 | +5,568 | New | Q2 2026 | Jul 09, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 5,429 | 221 | 0.01% | — | 36 | +5,429 | New | Q2 2026 | Jul 24, 2026 |
| Spinnaker Investment Group, LLC | History | New | 5,407 | 220 | 0.04% | — | 37 | +5,407 | New | Q2 2026 | Jul 10, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 4,567 | 186 | 0.24% | — | 38 | +4,567 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 3,150 | 128 | 0.0% | — | 39 | +3,150 | New | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 3,000 | 122 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,760 | 71 | 0.0% | 0.0% | 41 | -171 | -8.86% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 1,669 | 68 | 0.0% | — | 42 | +1,669 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,500 | 61 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,700 | 56 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,260 | 51 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 823 | 33 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 501 | 20 | 0.0% | — | 47 | +501 | New | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 476 | 19 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 380 | 15 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 350 | 14 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | New | 260 | 10 | 0.0% | — | 51 | +260 | New | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 152 | 6 | 0.0% | 0.0% | 53 | +1 | 0.66% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 160 | 6 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 30 | 1 | 0.0% | — | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -130,544 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,153 | -100.0% | Q2 2026 | Jul 09, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,106 | -100.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q2 2026 | Jul 14, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |