DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
DGRE

WISDOMTREE TR

58 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W323·58 13F holders·last filed Mar 31, 2026
Market cap
5.8%
vs prior quarter
13F value held
$75M
62.0% inst. owned
of float
Holders
58
+59 QoQ
filers reporting
Activity
+76 / −71
+968 added · −792 reduced
this quarter
Concentration
29.43%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported DGRE in Q1 2026. LPL Financial LLC leads at 29.4% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$22M670K0.01%Q1 2026
02
SimpliFi, Inc.
CIK 0001716983
$11M339K4.71%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$6M193K0.01%Q1 2026
04
One Capital Management, LLC
CIK 0001606588
$5M163K0.15%Q1 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$4M131K0.07%Q1 2026
06
HighTower Advisors, LLC
CIK 0001462245
$4M121K0.00%Q1 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$4M107K0.00%Q1 2026
08
Occidental Asset Management, LLC
CIK 0001770994
$3M84K0.33%Q1 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M55K0.00%Q1 2026
10
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$2M53K0.00%Q1 2026
11
Hobbs Group Advisors, LLC
CIK 0002012280
$2M51K0.51%Q1 2026
12
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M51K0.00%Q1 2026
13
Noble Wealth Management PBC
CIK 0002055065
$1M44K0.73%Q1 2026
14
Farther Finance Advisors, LLC
CIK 0001992825
$1M43K0.01%Q1 2026
15
Lido Advisors, LLC
CIK 0001650150
$1M43K0.00%Q1 2026
16
Exchange Capital Management, Inc.
CIK 0001317733
$1M39K0.16%Q2 2025
17
MORGAN STANLEY
CIK 0000895421
$1M31K0.00%Q1 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$911,47328K0.00%Q1 2026
19
KMG FIDUCIARY PARTNERS, LLC
CIK 0001773205
$634,38619K0.05%Q1 2026
20
GOLDMAN SACHS GROUP INC
CIK 0000886982
$609,12818K0.00%Q1 2026
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