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Disclosery

DGRE WISDOMTREE TR

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CMN (fund)

55 managers (55 13F filers) reported a position in DGRE shares at 2025-03-31, 3,703,036 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
55
13F filers
55
New
10
Added
16
Reduced
17
Sold out
8
Shares held by filers
3,703,036

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,130,942$27.5M0.93%-93,62313F-HRTimeline
LPL Financial LLC567,693$13.8M0.01%+35,32613F-HRTimeline
OLD MISSION CAPITAL LLC429,267$10.4M0.2%+332,10713F-HRTimeline
SimpliFi, Inc.200,153$4.87M2.23%+3,62513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,290$3.12M<0.01%-2,79413F-HRTimelineGroup
Cetera Investment Advisers110,575$2.69M0.01%-16,13113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,125$2.6M<0.01%-13,62213F-HR/ATimelineGroup
HighTower Advisors, LLC104,616$2.54M<0.01%+26,43913F-HRTimeline
United Advisor Group, LLC102,065$2.48M0.51%+11,95313F-HRTimeline
Occidental Asset Management, LLC83,812$2.04M0.31%+26,55613F-HRTimeline
Hobbs Group Advisors, LLC82,439$2M0.76%-19,75913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,975$1.77M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,102$1.44M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,366$1.42M<0.01%+37,34013F-HR/ATimelineGroup
Strive Asset Management, LLC52,433$1.27M0.89%-9,48013F-HR/ATimeline
Cambridge Investment Research Advisors,…48,010$1.17M<0.01%+20813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,513$1.01M<0.01%new13F-HR/ATimelineGroup
Professional Financial Advisors, LLC40,090$975K0.25%+3,71513F-HRTimeline
Exchange Capital Management, Inc.35,703$868K0.14%+2,01213F-HRTimeline
FLOW TRADERS U.S. LLC26,871$653K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,140$635K0.02%+95313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY25,206$613K<0.01%-2,22113F-HRTimelineGroup
Capital Advisors, Ltd. LLC21,233$516K0.07%-1,23713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC19,489$474K0.04%+10013F-HRTimeline
Astoria Portfolio Advisors LLC.17,600$434K0.15%-22,49413F-HRTimeline
Great Waters Wealth Management17,461$424K0.06%-13613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,990$340K<0.01%-76813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,560$330K<0.01%+32213F-HRTimelineGroup
180 WEALTH ADVISORS, LLC12,510$305K0.05%-30313F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,006$219K0.04%013F-HRTimeline
Mutual Advisors, LLC8,749$218K0.01%-86413F-HRTimeline
IFP Advisors, Inc7,128$173K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6,084$148K0.11%013F-HRTimeline
CENTRAL TRUST Co4,518$110K<0.01%-4113F-HRTimeline
UBS Group AGin group UBS Group AG3,198$77.7K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,954$71.8K0.03%-5813F-HRTimeline
SBI Securities Co., Ltd.2,816$68.5K<0.01%+3413F-HRTimeline
Princeton Global Asset Management LLC2,670$64.9K0.01%-19013F-HRTimeline
Sunbelt Securities, Inc.1,700$41.3K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,500$36K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,000$24.3K<0.01%013F-HRTimeline
Integrity Financial Corp /WA526$12.8K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO483$11.8K<0.01%+29013F-HRTimelineGroup
Creekmur Asset Management LLC404$9.83K<0.01%+213F-HRTimeline
Transce3nd, LLC285$6.93K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC276$6.74K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc157$3.82K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC150$3.65K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…150$3.63K<0.01%-1,87613F-HRTimeline
DHJJ Financial Advisors, Ltd.16$389<0.01%013F-HRTimeline
AE Wealth Management LLC14$340<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC13$316<0.01%013F-HRTimeline
FMR LLCin group FMR LLC6$146<0.01%new13F-HRTimelineGroup
Allworth Financial LP4$101<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.