DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DGRE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
59
Reporting holders
$107.8M
Reported value
2.4%
Calls
1.9%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $28.3M | 692,966 | 0.01% | 31q | +3.4%+$925.8K |
| SimpliFi, Inc. | $13.4M | 329,152 | 5.31% | 10q | -2.9%-$400.8K |
| Cetera Investment Advisers | $10.1M | 247,113 | 0.01% | 8q | +28.3%+$2.2M |
| One Capital Management, LLC | $5.4M | 163,381 | 0.15% | 31q | HELD |
| HighTower Advisors, LLC | $5.1M | 125,346 | 0.00% | 7q | +3.6%+$179.0K |
| ROYAL BANK OF CANADA | $4.3M | 104,084 | 0.00% | 31q | -3.0%-$131.1K |
| Cambridge Investment Research Advisors, Inc. | $4.2M | 102,814 | 0.00% | 31q | +114.7%+$2.2M |
| IMC-Chicago, LLC | $3.7M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| Occidental Asset Management, LLC | $3.4M | 82,855 | 0.34% | 13q | -1.1%-$36.0K |
| NATIONAL BANK OF CANADA /FI/ | $3.2M | 79,044 | 0.00% | 5q | +50.2%+$1.1M |
| OSAIC HOLDINGS, INC. | $2.8M | 67,766 | 0.00% | 26q | +506.6%+$2.3M |
| Hobbs Group Advisors, LLC | $2.1M | 51,387 | 0.55% | 10q | HELD |
| Noble Wealth Management PBC | $1.8M | 44,589 | 0.82% | 2q | +1.2%+$21.1K |
| Lido Advisors, LLC | $1.7M | 42,807 | 0.00% | 4q | -1.6%-$27.7K |
| CITADEL ADVISORS LLC | $1.7M | 42,449 | 0.00% | 2q | -28.0%-$675.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 41,929 | 0.00% | 6q | -23.9%-$539.3K |
| Farther Finance Advisors, LLC | $1.6M | 38,361 | 0.01% | 6q | -11.2%-$197.2K |
| MORGAN STANLEY | $1.4M | 34,099 | 0.00% | 35q | +9.2%+$117.4K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 27,422 | 0.00% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $983.2K | 24,068 | 0.00% | 6q | +30.9%+$231.9K |
| Capital Advisors, Ltd. LLC | $880.0K | 21,532 | 0.09% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $772.8K | 18,918 | 0.00% | 2q | +8.6%+$61.0K |
| JANE STREET GROUP, LLC | $763.5K | 18,691 | 0.00% | 2q | -63.3%-$1.3M |
| Great Waters Wealth Management | $680.2K | 16,652 | 0.06% | 15q | -3.7%-$25.9K |
| SIMPLEX TRADING, LLC | $620.8K CALL+PUT | options only | 0.00% | 11q | OPTIONS |
| Orgel Wealth Management, LLC | $595.2K | 14,570 | 0.01% | 2q | +45.3%+$185.5K |
| United Advisor Group, LLC | $572.4K | 14,013 | 0.06% | 10q | -8.1%-$50.7K |
| 180 WEALTH ADVISORS, LLC | $522.5K | 12,791 | 0.05% | 16q | HELD |
| Atria Investments, Inc | $387.2K | 9,478 | 0.00% | 5q | -25.2%-$130.3K |
| Kestra Advisory Services, LLC | $361.4K | 8,846 | 0.00% | 11q | -2.1%-$7.8K |
| Mariner, LLC | $336.2K | 8,230 | 0.00% | 3q | -3.3%-$11.4K |
| CAPITAL MANAGEMENT CORP /VA | $331.1K | 8,106 | 0.05% | 14q | HELD |
| GROUP ONE TRADING LLC | $294.7K CALL | options only | 0.00% | 7q | OPTIONS |
| IFP Advisors, Inc | $294.5K | 7,209 | 0.01% | 10q | HELD |
| Clark Asset Management, LLC | $290.5K | 7,111 | 0.02% | 5q | HELD |
| OPPENHEIMER & CO INC | $285.9K | 7,000 | 0.00% | 4q | HELD |
| Frazier Financial Advisors, LLC | $249.1K | 6,099 | 0.13% | 11q | HELD |
| WORLD EQUITY GROUP, INC. | $228.0K | 5,568 | 0.05% | new | NEW |
| UHLMANN PRICE SECURITIES, LLC | $221.8K | 5,429 | 0.01% | new | NEW |
| Spinnaker Investment Group, LLC | $220.9K | 5,407 | 0.04% | new | NEW |
| PURSUIT WEALTH STRATEGIES, LLC | $186.6K | 4,567 | 0.24% | new | NEW |
| Global Retirement Partners, LLC | $128.7K | 3,150 | 0.00% | 5q | HELD |
| CENTRAL TRUST Co | $122.5K | 3,000 | 0.00% | 21q | HELD |
| SBI Securities Co., Ltd. | $71.9K | 1,760 | 0.00% | 7q | -8.9%-$7.0K |
| IFG Advisory, LLC | $68.2K | 1,669 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $61.3K | 1,500 | 0.00% | 11q | HELD |
| Princeton Global Asset Management LLC | $51.5K | 1,260 | 0.01% | 23q | HELD |
| BANK OF MONTREAL /CAN/ | $33.6K | 823 | 0.00% | 4q | HELD |
| Cullen/Frost Bankers, Inc. | $20.4K | 501 | 0.00% | new | NEW |
| UBS Group AG | $19.4K | 476 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $15.5K | 380 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $14.1K | 350 | 0.00% | 14q | HELD |
| Dunhill Financial, LLC | $10.6K | 260 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $6.6K | 160 | 0.00% | 6q | HELD |
| Glen Eagle Advisors, LLC | $6.2K | 152 | 0.00% | 34q | +0.7% |
| TD Waterhouse Canada Inc. | $2.6K | 65 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $1.2K | 30 | 0.00% | 7q | HELD |
| DHJJ Financial Advisors, Ltd. | $654 | 16 | 0.00% | 12q | HELD |
| MATHER GROUP, LLC. | $27 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $19.8M | 487,719 | 0 | 4 | 3 | 0.0% |
| Q2 2026 | 59 | $107.8M | 2,557,402 | 8 | 12 | 14 | 4.3% |
| Q1 2026 | 60 | $103.2M | 2,544,738 | 14 | 14 | 15 | 18.3% |
| Q4 2025 | 55 | $100.9M | 3,209,308 | 4 | 12 | 15 | 0.4% |
| Q3 2025 | 57 | $92.4M | 3,194,022 | 5 | 15 | 21 | 0.9% |
| Q2 2025 | 55 | $93.9M | 3,378,804 | 4 | 17 | 18 | 0.8% |
| Q1 2025 | 56 | $91.1M | 3,703,036 | 10 | 14 | 17 | 1.1% |
| Q4 2024 | 56 | $93.4M | 3,654,717 | 10 | 14 | 10 | 2.1% |
| Q3 2024 | 46 | $178.2M | 3,704,829 | 3 | 14 | 14 | 42.3% |
| Q2 2024 | 48 | $202.6M | 3,754,519 | 8 | 14 | 15 | 51.1% |
| Q1 2024 | 43 | $106.6M | 3,588,187 | 6 | 18 | 8 | 13.7% |
| Q4 2023 | 46 | $134.0M | 3,404,686 | 10 | 16 | 8 | 37.5% |
| Q3 2023 | 38 | $66.6M | 2,615,850 | 6 | 15 | 10 | 12.8% |
| Q2 2023 | 40 | $97.3M | 2,551,863 | 8 | 15 | 8 | 39.8% |
| Q1 2023 | 34 | $69.1M | 2,076,088 | 12 | 14 | 2 | 31.9% |
| Q4 2022 | 31 | $68.2M | 1,907,734 | 5 | 9 | 11 | 39.9% |
| Q3 2022 | 27 | $41.0M | 2,037,809 | 5 | 10 | 8 | 4.8% |
| Q2 2022 | 31 | $47.3M | 1,924,900 | 6 | 11 | 10 | 8.1% |
| Q1 2022 | 43 | $956.8M | 36,654,393 | 9 | 14 | 12 | 0.3% |
| Q4 2021 | 38 | $54.2M | 1,849,292 | 4 | 9 | 9 | 3.2% |
| Q3 2021 | 37 | $52.2M | 1,782,419 | 1 | 16 | 6 | 4.3% |
| Q2 2021 | 42 | $61.7M | 1,862,501 | 6 | 11 | 7 | 8.9% |
| Q1 2021 | 38 | $57.6M | 1,819,125 | 5 | 12 | 10 | 6.1% |
| Q4 2020 | 37 | $75.5M | 1,593,163 | 6 | 10 | 5 | 40.1% |
| Q3 2020 | 33 | $203.5M | 2,124,018 | 8 | 8 | 6 | 74.7% |
| Q2 2020 | 34 | $79.1M | 2,399,954 | 5 | 11 | 9 | 31.1% |
| Q1 2020 | 34 | $66.3M | 2,299,948 | 9 | 8 | 7 | 33.3% |
| Q4 2019 | 35 | $137.3M | 1,495,647 | 6 | 4 | 13 | 71.4% |
| Q3 2019 | 32 | $147.7M | 1,594,018 | 6 | 5 | 11 | 74.7% |
| Q2 2019 | 30 | $89.2M | 1,464,429 | 4 | 8 | 6 | 59.4% |
| Q1 2019 | 30 | $68.8M | 1,485,342 | 5 | 6 | 11 | 46.7% |
| Q4 2018 | 36 | $60.0M | 1,708,585 | 1 | 1 | 2 | 36.7% |