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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 2025-09-30, 3,193,672 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
55
13F filers
55
New
5
Added
15
Reduced
23
Sold out
2
Shares held by filers
3,193,672

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,153,758$33.1M1.06%+36,14813F-HRTimeline
LPL Financial LLC597,756$17.1M0.01%-10,44013F-HRTimeline
SimpliFi, Inc.200,250$5.74M2.46%-27213F-HRTimeline
Cetera Investment Advisers142,862$4.1M<0.01%+11,02513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,184$3.88M<0.01%+13,32913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…128,686$3.69M0.01%-27,45413F-HRTimelineGroup
HighTower Advisors, LLC123,390$3.54M<0.01%+13,78213F-HRTimeline
Occidental Asset Management, LLC81,987$2.35M0.3%-34913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/67,624$1.93M<0.01%+62,53313F-HRTimelineGroup
Hobbs Group Advisors, LLC53,477$1.53M0.48%-13,49613F-HRTimeline
Cambridge Investment Research Advisors,…48,244$1.38M<0.01%+26113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,537$1.25M0.01%new13F-HRTimelineGroup
Professional Financial Advisors, LLC42,548$1.22M0.26%+1,00813F-HRTimeline
OLD MISSION CAPITAL LLC28,784$826K0.03%-16,26413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,039$804K<0.01%-41,04113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC25,310$726K0.02%-47213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,848$684K<0.01%-21713F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC22,469$644K0.03%-3,84013F-HRTimeline
Capital Advisors, Ltd. LLC21,514$617K0.07%+26413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,251$609K0.04%+47313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,701$594K<0.01%-1,11913F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC18,974$544K0.08%new13F-HRTimeline
Great Waters Wealth Management17,635$506K0.06%+41813F-HRTimeline
United Advisor Group, LLC16,012$459K0.06%-96,79813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,977$372K<0.01%-1813F-HRTimelineGroup
180 WEALTH ADVISORS, LLC12,500$359K0.04%-8013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,752$325K<0.01%-1,77313F-HRTimelineGroup
Atria Investments, Inc10,393$298K<0.01%+2,20313F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,006$258K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,984$258K<0.01%-16,20813F-HRTimelineGroup
Mutual Advisors, LLC7,167$215K<0.01%-42913F-HRTimeline
Strive Asset Management, LLC7,207$207K0.11%-6,53913F-HR/ATimeline
IFP Advisors, Inc7,128$204K0.01%013F-HR/ATimeline
Clark Asset Management, LLC7,111$204K0.02%-1,01913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,000$201K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC6,084$174K0.11%013F-HRTimeline
Global Retirement Partners, LLC3,150$90.3K<0.01%-36913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,108$89.2K0.03%-4113F-HRTimeline
CENTRAL TRUST Co3,000$86K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,698$77.4K<0.01%+2,42013F-HRTimeline
SBI Securities Co., Ltd.2,568$73.7K<0.01%-26513F-HRTimeline
Princeton Global Asset Management LLC2,460$70.6K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,700$48.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$28.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/823$23.6K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC760$21.8K<0.01%+35313F-HRTimeline
LANARK FINANCIAL, INC.380$10.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$10.1K<0.01%013F-HR/ATimelineGroup
AdvisorNet Financial, Inc159$4.55K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC151$4.33K<0.01%+113F-HRTimeline
Vermillion & White Wealth Management Gr…150$4.29K<0.01%013F-HRTimeline
AE Wealth Management LLC30$860<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16$459<0.01%013F-HRTimeline
Integrity Financial Corp /WA16$459<0.01%-51013F-HRTimeline
Allworth Financial LP4$116<0.01%013F-HRTimeline