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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 2025-06-30, 3,256,949 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
54
13F filers
54
New
3
Added
18
Reduced
20
Sold out
5
Shares held by filers
3,256,949

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
One Capital Management, LLC1,117,610$30.8M1.07%-13,33213F-HRTimeline
LPL Financial LLC608,196$16.8M0.01%+40,50313F-HRTimeline
SimpliFi, Inc.200,522$5.53M2.44%+36913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…156,140$4.3M0.01%+83,16513F-HRTimelineGroup
Cetera Investment Advisers131,837$3.63M0.01%+21,26213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,855$3.36M<0.01%+14,73013F-HR/ATimelineGroup
United Advisor Group, LLC112,810$3.11M0.54%+10,74513F-HRTimeline
HighTower Advisors, LLC109,608$3.02M<0.01%+4,99213F-HRTimeline
Occidental Asset Management, LLC82,336$2.27M0.31%-1,47613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,080$1.9M<0.01%-59,21013F-HRTimelineGroup
Hobbs Group Advisors, LLC66,973$1.85M0.63%-15,46613F-HRTimeline
Cambridge Investment Research Advisors,…47,983$1.32M<0.01%-2713F-HRTimeline
OLD MISSION CAPITAL LLC45,048$1.24M0.03%-384,21913F-HRTimeline
Professional Financial Advisors, LLC41,540$1.15M0.27%+1,45013F-HRTimeline
Exchange Capital Management, Inc.38,909$1.07M0.16%+3,20613F-HRTimeline
FLOW TRADERS U.S. LLC26,309$725K0.03%-56213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,782$711K0.02%-35813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,192$695K<0.01%-33,17413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,065$663K<0.01%-1,14113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,820$602K<0.01%-19,69313F-HRTimelineGroup
Capital Advisors, Ltd. LLC21,250$586K0.07%+1713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC20,778$573K0.04%+1,28913F-HRTimeline
Great Waters Wealth Management17,217$475K0.06%-24413F-HRTimeline
Strive Asset Management, LLC13,746$379K0.23%-38,68713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,525$373K<0.01%-3513F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,995$358K<0.01%-99513F-HRTimelineGroup
180 WEALTH ADVISORS, LLC12,580$347K0.05%+7013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,006$248K0.04%013F-HRTimeline
Atria Investments, Inc8,190$226K<0.01%new13F-HRTimeline
Clark Asset Management, LLC8,130$224K0.03%new13F-HRTimeline
Mutual Advisors, LLC7,596$210K0.01%-1,15313F-HRTimeline
IFP Advisors, Inc7,128$197K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6,084$168K0.12%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,091$140K<0.01%new13F-HR/ATimelineGroup
Global Retirement Partners, LLC3,519$97K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,149$86.8K0.03%+19513F-HRTimeline
CENTRAL TRUST Co3,000$82.7K<0.01%-1,51813F-HRTimeline
SBI Securities Co., Ltd.2,833$78.1K<0.01%+1713F-HRTimeline
Princeton Global Asset Management LLC2,460$67.8K0.01%-21013F-HRTimeline
Sunbelt Securities, Inc.1,700$42.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$27.6K<0.01%013F-HRTimeline
Integrity Financial Corp /WA526$14.5K0.01%013F-HRTimeline
Creekmur Asset Management LLC407$11.2K<0.01%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$9.66K<0.01%-13313F-HRTimelineGroup
Transce3nd, LLC285$7.86K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC278$7.67K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc158$4.36K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC150$4.14K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…150$4.12K<0.01%013F-HRTimeline
AE Wealth Management LLC30$827<0.01%+1613F-HRTimeline
DHJJ Financial Advisors, Ltd.16$442<0.01%013F-HRTimeline
Allworth Financial LP4$111<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3$83<0.01%-313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.