13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$79M
visible holders
Holders
58
filers reporting
Concentration
28.03%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported DGRE in Q1 2026. LPL Financial LLC leads at 28.0% 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
$22M670K0.01%Q1 202602
SimpliFi, Inc.
CIK 0001716983
$13M329K5.31%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$6M193K0.01%Q1 202604
One Capital Management, LLC
CIK 0001606588
$5M163K0.15%Q1 202605
OLD MISSION CAPITAL LLC
CIK 0001455915
$4M131K0.07%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$4M121K0.00%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$4M107K0.00%Q1 202608
Occidental Asset Management, LLC
CIK 0001770994
$3M84K0.33%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M55K0.00%Q1 202610
Noble Wealth Management PBC
CIK 0002055065
$2M45K0.82%Q2 202611
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$2M53K0.00%Q1 202612
Hobbs Group Advisors, LLC
CIK 0002012280
$2M51K0.51%Q1 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M51K0.00%Q1 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M48K0.00%Q1 202615
Farther Finance Advisors, LLC
CIK 0001992825
$2M38K0.01%Q2 202616
Lido Advisors, LLC
CIK 0001650150
$1M43K0.00%Q1 202617
Exchange Capital Management, Inc.
CIK 0001317733
$1M39K0.16%Q2 202518
MORGAN STANLEY
CIK 0000895421
$1M31K0.00%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$911K28K0.00%Q1 202620
Capital Advisors, Ltd. LLC
CIK 0001597878
$713K22K0.08%Q1 2026
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