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Disclosery

DGRE WISDOMTREE TR

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CMN (fund)

54 managers (54 13F filers) reported a position in DGRE shares at 2024-12-31, 3,654,717 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
54
13F filers
54
New
8
Added
19
Reduced
10
Sold out
3
Shares held by filers
3,654,717

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
One Capital Management, LLC1,224,565$30.6M1.01%-29,35213F-HRTimeline
LPL Financial LLC532,367$13.3M0.01%+22,82513F-HRTimeline
NewEdge Wealth, LLC330,398$8.27M0.14%+14,77413F-HRTimeline
SimpliFi, Inc.196,528$4.92M2.25%+68013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC131,084$3.28M<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers126,706$3.17M0.01%+14,33313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA120,747$3.02M<0.01%-8,77113F-HRTimelineGroup
Hobbs Group Advisors, LLC102,198$2.56M0.96%-183,93113F-HRTimeline
OLD MISSION CAPITAL LLC97,160$2.43M0.06%new13F-HRTimeline
United Advisor Group, LLC90,112$2.25M0.45%+34,41613F-HRTimeline
HighTower Advisors, LLC78,177$1.96M<0.01%new13F-HRTimeline
Strive Asset Management, LLC61,913$1.55M1.16%13F-HRTimeline
NewEdge Advisors, LLC59,833$1.5M0.01%+10,76513F-HRTimeline
Occidental Asset Management, LLC57,256$1.43M0.22%+3,45513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,627$1.27M<0.01%+4,99513F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,802$1.2M<0.01%+7,54613F-HRTimeline
Astoria Portfolio Advisors LLC.40,094$990K0.35%-73,85413F-HRTimeline
Professional Financial Advisors, LLC36,375$910K0.23%+2,05513F-HRTimeline
Exchange Capital Management, Inc.33,691$843K0.13%+4,31713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,427$686K<0.01%-1,36213F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC25,187$630K0.03%+1,09513F-HRTimelineGroup
Capital Advisors, Ltd. LLC22,470$562K0.07%+513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,026$526K<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC19,389$485K0.04%+18213F-HRTimeline
Great Waters Wealth Management17,597$440K0.06%+2513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,758$369K<0.01%-32313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,238$331K<0.01%+12213F-HR/ATimelineGroup
180 WEALTH ADVISORS, LLC12,813$321K0.05%+1013F-HRTimeline
Parkside Financial Bank & Trust10,477$262K0.03%new13F-HRTimeline
Mutual Advisors, LLC9,613$240K0.01%+22813F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,006$225K0.04%013F-HRTimeline
IFP Advisors, Inc7,128$178K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6,084$153K0.12%013F-HRTimeline
CENTRAL TRUST Co4,559$114K<0.01%-32913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,012$75.4K0.03%+913F-HRTimeline
Princeton Global Asset Management LLC2,860$71.6K0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,782$69.6K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…2,026$50.7K0.04%-101,01513F-HRTimeline
Sunbelt Securities, Inc.1,700$42.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,110$27K<0.01%-2,75013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$25K<0.01%013F-HRTimeline
Creekmur Asset Management LLC402$10.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC369$9.23K<0.01%new13F-HRTimeline
Transce3nd, LLC285$7.13K<0.01%13F-HRTimeline
Hartford Financial Management Inc.228$5.71K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO193$4.85K<0.01%-413F-HRTimelineGroup
Glen Eagle Advisors, LLC150$3.75K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.112$2.8K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36$901<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.16$401<0.01%013F-HRTimeline
AE Wealth Management LLC14$350<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC13$325<0.01%013F-HRTimeline
Allworth Financial LP4$102<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.