WisdomTree Trust - DGRE

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$100.4M

QoQ value delta ($000)

+$12.98M (+14.86%)

Implied price effect (QoQ)

+9.17%

Total shares

3,206,226

QoQ shares delta

+158,817 (+5.21%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
One Capital Management, LLC	37,451	1,196,197	1.13%
LPL Financial LLC	20,474	653,944	0.01%
SimpliFi, Inc.	10,591	338,309	4.48%
Cetera Investment Advisers	4,439	141,788	0.0%
HighTower Advisors, LLC	3,935	125,694	0.0%
ROYAL BANK OF CANADA	3,662	116,942	0.0%
Occidental Asset Management, LLC	2,581	82,464	0.31%
NATIONAL BANK OF CANADA /FI/	1,963	62,937	0.0%
Hobbs Group Advisors, LLC	1,618	51,698	0.49%
Cambridge Investment Research Advisors, Inc.	1,452	46,369	0.0%
Lido Advisors, LLC	1,380	44,112	0.0%
Professional Financial Advisors, LLC	1,302	41,607	0.27%
RAYMOND JAMES FINANCIAL INC	862	27,546	0.0%
Capital Analysts, LLC	778	24,854	0.02%
MORGAN STANLEY	696	22,246	0.0%
Capital Advisors, Ltd. LLC	674	21,522	0.08%
KMG FIDUCIARY PARTNERS, LLC	667	21,312	0.05%
Great Waters Wealth Management	556	17,765	0.06%
United Advisor Group, LLC	498	15,938	0.06%
GOLDMAN SACHS GROUP INC	435	13,906	0.0%
180 WEALTH ADVISORS, LLC	396	12,650	0.05%
Atria Investments, Inc	379	12,115	0.0%
OSAIC HOLDINGS, INC.	375	12,001	0.0%
Kestra Advisory Services, LLC	366	11,691	0.0%
THRYVE WEALTH MANAGEMENT LLC	343	10,962	0.17%