Who Owns WISDOMTREE (DGRE)? -- Institutional Holders (2026-06-30)

64 institutions reported holding $101.1M of WISDOMTREE (DGRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($28.3M), SimpliFi, Inc. ($13.4M), Cetera Investment Advisers ($10.1M), One Capital Management, LLC ($5.4M), HighTower Advisors, LLC ($5.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$28.3M692,966Added
2SimpliFi, Inc.$13.4M329,152Trimmed
3Cetera Investment Advisers$10.1M247,113Added
4One Capital Management, LLC$5.4M163,381Hold
5HighTower Advisors, LLC$5.1M125,346Added
6Royal Bank of Canada$4.3M104,084Trimmed
7Occidental Asset Management, LLC$3.4M82,855Trimmed
8NATIONAL BANK OF CANADA /FI/$3.2M79,044Added
9OSAIC HOLDINGS, INC.$2.8M67,766Added
10Cambridge Investment Research Advisors, Inc.$2.1M51,407Added
11Hobbs Group Advisors, LLC$2.1M51,387Added
12Noble Wealth Management PBC$1.8M44,589Added
13Lido Advisors, LLC$1.7M42,807Trimmed
14CITADEL ADVISORS LLC$1.7M42,449Trimmed
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M41,929Trimmed
16Farther Finance Advisors, LLC$1.6M38,361Trimmed
17MORGAN STANLEY$1.4M34,099Added
18RAYMOND JAMES FINANCIAL INC$1.1M27,422Trimmed
19GOLDMAN SACHS GROUP INC$983,17824,068Added
20Capital Advisors, Ltd. LLC$880,00021,532Added
21ENVESTNET ASSET MANAGEMENT INC$772,80718,918Added
22JANE STREET GROUP, LLC$763,52718,691Trimmed
23Great Waters Wealth Management$680,22616,652Trimmed
24Orgel Wealth Management, LLC$595,18514,570Added
25United Advisor Group, LLC$572,43114,013Trimmed

Source: SEC Form 13F filings · as of 2026-06-30