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DGRE WISDOMTREE TR

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CMN (fund)

55 managers (56 13F filers) reported a position in DGRE shares at 2026-03-31, 2,544,738 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
55
13F filers
56
New
10
Added
17
Reduced
16
Sold out
6
Shares held by filers
2,544,738

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC670,303$22.2M0.01%+16,35913F-HRTimeline
SimpliFi, Inc.338,964$11.2M4.71%+65513F-HRTimeline
Cetera Investment Advisers192,559$6.38M0.01%+50,77113F-HRTimeline
One Capital Management, LLC163,381$5.41M0.15%-1,032,81613F-HRTimeline
OLD MISSION CAPITAL LLC130,544$4.32M0.1%new13F-HRTimeline
HighTower Advisors, LLC120,963$4.01M<0.01%-4,73113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,292$3.55M<0.01%-9,65013F-HRTimelineGroup
Occidental Asset Management, LLC83,737$2.77M0.33%+1,27313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,988$1.95M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,132$1.83M<0.01%+48,03813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/52,643$1.74M<0.01%-10,29413F-HRTimelineGroup
Hobbs Group Advisors, LLC51,377$1.7M0.51%-32113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,983$1.69M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,894$1.59M<0.01%+1,52513F-HRTimeline
Noble Wealth Management PBC44,072$1.46M0.75%new13F-HRTimeline
Farther Finance Advisors, LLC43,189$1.45M0.01%+38,82413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,485$1.44M0.01%-62713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY31,225$1.03M<0.01%+8,97913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,518$911K<0.01%-2813F-HRTimelineGroup
Capital Advisors, Ltd. LLC21,525$713K0.08%+313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC19,153$634K0.05%-2,15913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,390$609K<0.01%+4,48413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,425$577K<0.01%new13F-HRTimelineGroup
Great Waters Wealth Management17,286$573K0.06%-47913F-HRTimeline
United Advisor Group, LLC15,255$505K0.06%-68313F-HRTimeline
180 WEALTH ADVISORS, LLC12,791$424K0.05%+14113F-HRTimeline
Atria Investments, Inc12,669$420K<0.01%+55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,171$370K<0.01%-83013F-HRTimelineGroup
Orgel Wealth Management, LLC10,030$332K0.01%new13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC9,106$302K0.2%-1,85613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,036$299K<0.01%-2,65513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,510$282K<0.01%+55213F-HRTimelineGroup
CAPITAL MANAGEMENT CORP /VA8,106$268K0.05%-90013F-HRTimeline
IFP Advisors, Inc7,209$239K<0.01%013F-HRTimeline
Clark Asset Management, LLC7,111$236K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,000$232K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC6,099$202K0.11%+1513F-HRTimeline
CENTRAL TRUST Co3,000$99.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,931$64K<0.01%+4413F-HRTimeline
Sunbelt Securities, Inc.1,700$56.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,500$49.7K<0.01%+50013F-HRTimeline
Princeton Global Asset Management LLC1,260$41.7K0.01%-1,20013F-HRTimeline
UBS Group AGgroup of 2 filers holding952$31.5KnewTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/823$27.3K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.380$12.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$11.2K<0.01%013F-HR/ATimelineGroup
TopTier Wealth Management, LLC212$7.02K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc160$5.29K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC151$5.02K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.82$2.72K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.65$2.16K<0.01%013F-HRTimeline
AE Wealth Management LLC30$994<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.16$530<0.01%013F-HRTimeline
Allworth Financial LP4$134<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$33<0.01%-213F-HRTimelineGroup