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 | No change | 692,966 | 28,307 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SimpliFi, Inc. | History | Reduced | 310,918 | 12,597 | 5.14% | 5.31% | 2 | -18,234 | -5.54% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 247,113 | 10,094 | 0.01% | 0.01% | 3 | 0 | 0.0% | 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 | No change | 125,346 | 5,120 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 104,084 | 4,252 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 82,491 | 3,342 | 0.29% | 0.34% | 7 | -364 | -0.44% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 79,044 | 3,204 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 67,766 | 2,768 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 52,890 | 2,143 | 0.0% | 0.0% | 10 | +1,483 | 2.88% | Q3 2026 | Nov 02, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 51,387 | 2,099 | 0.55% | 0.55% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 45,110 | 1,827 | 0.82% | 0.81% | 12 | +521 | 1.17% | Q3 2026 | Oct 01, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,449 | 1,734 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lido Advisors, LLC | History | Reduced | 42,708 | 1,730 | 0.0% | 0.0% | 14 | -99 | -0.23% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 41,929 | 1,712 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 34,099 | 1,392 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 27,422 | 1,120 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,563 | 1,076 | 0.01% | 0.01% | 18 | -11,798 | -30.76% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,068 | 983 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 21,539 | 873 | 0.09% | 0.09% | 20 | +7 | 0.03% | Q3 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,918 | 772 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,691 | 763 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | Added to | 16,694 | 676 | 0.06% | 0.06% | 23 | +42 | 0.25% | Q3 2026 | Oct 07, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 15,145 | 613 | 0.01% | 0.01% | 24 | +575 | 3.95% | Q3 2026 | Oct 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 13,880 | 562 | 0.05% | 0.06% | 25 | -133 | -0.95% | Q3 2026 | Nov 02, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 13,439 | 544 | 0.05% | 0.05% | 26 | +648 | 5.07% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,068 | 407 | 0.0% | 0.0% | 27 | +1,222 | 13.81% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 9,532 | 386 | 0.0% | 0.0% | 28 | +54 | 0.57% | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 8,230 | 336 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 8,106 | 328 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | No change | 7,209 | 292 | 0.0% | 0.01% | 31 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clark Asset Management, LLC | History | No change | 7,111 | 288 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,000 | 283 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 6,099 | 249 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 5,456 | 221 | 0.01% | 0.01% | 35 | +27 | 0.5% | Q3 2026 | Nov 03, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 5,407 | 219 | 0.03% | 0.04% | 36 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 5,065 | 205 | 0.0% | — | 37 | +5,065 | New | Q3 2026 | Oct 30, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 4,567 | 186 | 0.24% | 0.24% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,908 | 158 | 0.01% | 0.0% | 39 | +3,528 | 928.42% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,150 | 128 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 3,000 | 122 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 1,669 | 68 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,632 | 66 | 0.0% | 0.0% | 43 | -128 | -7.27% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,500 | 61 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,260 | 51 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 823 | 33 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 757 | 30 | 0.0% | — | 47 | +757 | New | Q3 2026 | Nov 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 503 | 20 | 0.0% | 0.0% | 48 | +2 | 0.4% | Q3 2026 | Oct 28, 2026 |
| UBS Group AG | History | No change | 476 | 19 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 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 | No change | 260 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 152 | 6 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,568 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |