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Disclosery

DGRE WISDOMTREE TR

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CMN (fund)

56 managers (56 13F filers) reported a position in DGRE shares at 2026-06-30, 2,505,995 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
56
13F filers
56
New
8
Added
14
Reduced
15
Sold out
8
Shares held by filers
2,505,995

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC692,966$28.3M0.01%+22,66313F-HRTimeline
SimpliFi, Inc.329,152$13.4M5.31%-9,81213F-HRTimeline
Cetera Investment Advisers247,113$10.1M0.01%+54,55413F-HRTimeline
One Capital Management, LLC163,381$5.41M0.15%013F-HRTimeline
HighTower Advisors, LLC125,346$5.12M<0.01%+4,38313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,084$4.25M<0.01%-3,20813F-HRTimelineGroup
Occidental Asset Management, LLC82,855$3.38M0.34%-88213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/79,044$3.2M<0.01%+26,40113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,766$2.77M<0.01%+56,59513F-HRTimelineGroup
Cambridge Investment Research Advisors,…51,407$2.1M<0.01%+3,51313F-HR/ATimeline
Hobbs Group Advisors, LLC51,387$2.1M0.55%+1013F-HRTimeline
Noble Wealth Management PBC44,589$1.82M0.83%+51713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,807$1.75M0.01%-67813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,449$1.73M<0.01%-16,53913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,929$1.71M<0.01%-13,20313F-HRTimelineGroup
Farther Finance Advisors, LLC38,361$1.57M0.01%-4,82813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34,099$1.39M<0.01%+2,87413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,422$1.12M<0.01%-9613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,068$983K<0.01%+5,67813F-HRTimelineGroup
Capital Advisors, Ltd. LLC21,532$880K0.09%+713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,918$773K<0.01%+1,49313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,691$764K<0.01%-32,29213F-HRTimelineGroup
Great Waters Wealth Management16,652$680K0.06%-63413F-HRTimeline
Orgel Wealth Management, LLC14,570$595K0.01%+4,54013F-HRTimeline
United Advisor Group, LLC14,013$572K0.06%-1,24213F-HRTimeline
180 WEALTH ADVISORS, LLC12,791$523K0.05%013F-HRTimeline
Atria Investments, Inc9,478$387K<0.01%-3,19113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,846$361K<0.01%-19013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,230$336K<0.01%-28013F-HRTimelineGroup
CAPITAL MANAGEMENT CORP /VA8,106$331K0.05%013F-HRTimeline
IFP Advisors, Inc7,209$294K0.01%013F-HRTimeline
Clark Asset Management, LLC7,111$290K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,000$286K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC6,099$249K0.13%013F-HRTimeline
WORLD EQUITY GROUP, INC.5,568$228K0.05%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,429$222K0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC5,407$221K0.04%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC4,567$187K0.24%new13F-HRTimeline
Global Retirement Partners, LLC3,150$129K<0.01%13F-HRTimeline
CENTRAL TRUST Co3,000$123K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,760$71.9K<0.01%-17113F-HRTimeline
IFG Advisory, LLC1,669$68.2K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,500$61.3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,260$51.5K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/823$33.6K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.501$20.4K<0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding476$19.4K-476Timeline
LANARK FINANCIAL, INC.380$15.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$14.1K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC260$10.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc160$6.55K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC152$6.22K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.65$2.57K<0.01%013F-HRTimeline
AE Wealth Management LLC30$1.23K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16$654<0.01%013F-HRTimeline
MATHER GROUP, LLC.1$27<0.01%new13F-HRTimeline