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Disclosery

DGRE WISDOMTREE TR

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CMN (fund)

53 managers (53 13F filers) reported a position in DGRE shares at 2025-12-31, 3,209,308 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
4
Added
14
Reduced
16
Sold out
6
Shares held by filers
3,209,308

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,196,197$37.5M1.13%+42,43913F-HRTimeline
LPL Financial LLC653,944$20.5M0.01%+56,18813F-HRTimeline
SimpliFi, Inc.338,309$10.6M4.48%+138,05913F-HRTimeline
Cetera Investment Advisers141,788$4.44M<0.01%-1,07413F-HRTimeline
HighTower Advisors, LLC125,694$3.94M<0.01%+2,30413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,942$3.66M<0.01%-18,24213F-HRTimelineGroup
Occidental Asset Management, LLC82,464$2.58M0.31%+47713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/62,937$1.96M<0.01%-4,68713F-HRTimelineGroup
Hobbs Group Advisors, LLC51,698$1.62M0.49%-1,77913F-HRTimeline
Cambridge Investment Research Advisors,…46,369$1.45M<0.01%-1,87513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC44,112$1.38M0.01%+57513F-HRTimelineGroup
Professional Financial Advisors, LLC41,607$1.3M0.27%-94113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,546$862K<0.01%-49313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC24,854$778K0.02%-45613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,246$697K<0.01%-1,60213F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC21,522$674K0.08%+813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,312$667K0.05%+6113F-HRTimeline
Great Waters Wealth Management17,765$556K0.06%+13013F-HRTimeline
United Advisor Group, LLC15,938$499K0.06%-7413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,906$435K<0.01%-6,79513F-HR/ATimelineGroup
180 WEALTH ADVISORS, LLC12,650$396K0.05%+15013F-HRTimeline
Atria Investments, Inc12,115$379K<0.01%+1,72213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,001$376K<0.01%+24913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,691$366K<0.01%-1,28613F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC10,962$343K0.17%13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,006$282K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,958$249K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc7,209$226K0.01%+8113F-HRTimeline
Mutual Advisors, LLC7,139$224K<0.01%-2813F-HRTimeline
Clark Asset Management, LLC7,111$223K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,094$222K<0.01%-121,59213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,000$219K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC6,084$190K0.11%013F-HRTimeline
Farther Finance Advisors, LLC4,365$137K<0.01%+1,66713F-HRTimeline
Global Retirement Partners, LLC3,150$98.6K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,082$96.5K0.03%-2613F-HRTimeline
CENTRAL TRUST Co3,000$93.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC2,460$77K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,887$59.1K<0.01%-68113F-HRTimeline
Sunbelt Securities, Inc.1,700$53.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,363$42.7K<0.01%new13F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC1,000$31.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/823$25.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.380$11.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$11K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc159$4.99K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC151$4.73K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…150$4.68K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.65$2.03K<0.01%new13F-HRTimeline
AE Wealth Management LLC30$939<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16$501<0.01%013F-HRTimeline
Allworth Financial LP4$126<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3$94<0.01%new13F-HRTimelineGroup