13F Insight
DOSSIER · 13F Holders · Q2 2026
DGRE

WISDOMTREE TR

59 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W323·59 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$94M
visible holders
Holders
59
filers reporting
Concentration
30.26%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

59 institutions reported DGRE in Q2 2026. LPL Financial LLC leads at 30.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$28M693K0.01%Q2 202602
SimpliFi, Inc.
CIK 0001716983
$13M329K5.31%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$10M247K0.01%Q2 202604
One Capital Management, LLC
CIK 0001606588
$5M163K0.15%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$5M125K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$4M104K0.00%Q2 202607
Occidental Asset Management, LLC
CIK 0001770994
$3M83K0.34%Q2 202608
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$3M79K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M68K0.00%Q2 202610
Hobbs Group Advisors, LLC
CIK 0002012280
$2M51K0.55%Q2 202611
Noble Wealth Management PBC
CIK 0002055065
$2M45K0.82%Q2 202612
Lido Advisors, LLC
CIK 0001650150
$2M43K0.00%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$2M42K0.00%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M42K0.00%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M51K0.00%Q1 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M48K0.00%Q1 202617
Farther Finance Advisors, LLC
CIK 0001992825
$2M38K0.01%Q2 202618
MORGAN STANLEY
CIK 0000895421
$1M34K0.00%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M27K0.00%Q2 202620
Exchange Capital Management, Inc.
CIK 0001317733
$1M39K0.16%Q2 2025
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