Vault-13

WISDOMTREE TR DGRE

EM MKTS QTLY DIV · ETP · CUSIP 97717W323

54 institutional holders -1 vs Q1 2025
3,378,8043.4m shares reported held*
$93.2mreported value*
3 new 18 added 20 reduced 5 sold out net sold ≈ $9.0m (-327.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.57.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 28Q4 22: 30Q1 23: 33Q2 23: 38Q3 23: 37Q4 23: 46Q1 24: 43Q2 24: 49Q3 24: 45Q4 24: 54Q1 25: 55Q2 25: 5454Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202228
Q4 202230
Q1 202333
Q2 202338
Q3 202337
Q4 202346
Q1 202443
Q2 202449
Q3 202445
Q4 202454
Q1 202555
Q2 202554

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 22 bought or addedQ3 23: 15 cut or sold outQ4 23: 24 bought or addedQ4 23: 12 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 14 cut or sold outQ2 24: 21 bought or addedQ2 24: 17 cut or sold outQ2 24Q3 24: 18 bought or addedQ3 24: 21 cut or sold outQ4 24: 27 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 25 cut or sold outQ2 25: 21 bought or addedQ2 25: 25 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232215
Q4 20232412
Q1 20242514
Q2 20242117
Q3 20241821
Q4 20242713
Q1 20252625
Q2 20252125

Biggest buyers

ROYAL BANK OF CANADA Added +136,585+136.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +83,165+83.2k
LPL Financial LLC Added +40,503+40.5k
Cetera Investment Advisers Added +21,262+21.3k
United Advisor Group, LLC Added +10,745+10.7k
Atria Investments, Inc New +8,190+8.2k
Clark Asset Management, LLC New +8,130+8.1k
NATIONAL BANK OF CANADA /FI/ New +5,091+5.1k
HighTower Advisors, LLC Added +4,992+5.0k
Exchange Capital Management, Inc. Added +3,206+3.2k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -384,219-384.2k
RAYMOND JAMES FINANCIAL INC Reduced -59,210-59.2k
CITADEL ADVISORS LLC Sold out -59,102-59.1k
Strive Asset Management, LLC Reduced -38,687-38.7k
JANE STREET GROUP, LLC Reduced -33,174-33.2k
GOLDMAN SACHS GROUP INC Reduced -19,693-19.7k
Astoria Portfolio Advisors LLC. Sold out -17,600-17.6k
Hobbs Group Advisors, LLC Reduced -15,466-15.5k
One Capital Management, LLC Reduced -13,332-13.3k
UBS Group AG Sold out -3,198-3.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 One Capital Management, LLC 1.07% of their portfolio WESTLAKE VILLAGE, CA 1,117,6101.1m $30.8m $30.8m 1.07% Reduced -13.3k -13,332
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 608,196608.2k $16.8m $16.8m 0.01% Added +40.5k +40,503
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 243,710243.7k $6.7m $6.7m 0.00% Added +136.6k +136,585
4 SimpliFi, Inc. 2.44% of their portfolio SAN DIEGO, CA 200,522200.5k $5.5m $5.5m 2.44% Added +369 +369
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 156,140156.1k $4.3m $4.3m 0.01% Added +83.2k +83,165
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 131,837131.8k $3.6m $3.6m 0.01% Added +21.3k +21,262
7 United Advisor Group, LLC 0.54% of their portfolio CINCINNATI, OH 112,810112.8k $3.1m $3.1m 0.54% Added +10.7k +10,745
8 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 109,608109.6k $3.0m $3.0m 0.00% Added +5.0k +4,992
9 Occidental Asset Management, LLC 0.31% of their portfolio Burlingame, CA 82,33682.3k $2.3m $2.3m 0.31% Reduced -1.5k -1,476
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 69,08069.1k $1.9m $1.9m 0.00% Reduced -59.2k -59,210
11 Hobbs Group Advisors, LLC 0.63% of their portfolio COLUMBIA, SC 66,97367.0k $1.8m $1.8m 0.63% Reduced -15.5k -15,466
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 47,98348.0k $1.3m $1.3m 0.00% Reduced -27 -27
13 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 45,04845.0k $1.2m $1.2m 0.03% Reduced -384.2k -384,219
14 Professional Financial Advisors, LLC 0.27% of their portfolio NORTH PLATTE, NE 41,54041.5k $1.1m $1.1m 0.27% Added +1.4k +1,450
15 Exchange Capital Management, Inc. 0.16% of their portfolio Ann Arbor, MI 38,90938.9k $1.1m $1.1m 0.16% Added +3.2k +3,206
16 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 26,30926.3k $725.0k $725.0k 0.03% Reduced -562 -562
17 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 25,78225.8k $711.0k $711.0k 0.02% Reduced -358 -358
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,19225.2k $694.5k $694.5k 0.00% Reduced -33.2k -33,174
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 24,06524.1k $663.5k $663.5k 0.00% Reduced -1.1k -1,141
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,82021.8k $601.6k $601.6k 0.00% Reduced -19.7k -19,693
21 Capital Advisors, Ltd. LLC 0.07% of their portfolio SHAKER HEIGHTS, OH 21,25021.2k $586.0k $586.0k 0.07% Added +17 +17
22 KMG FIDUCIARY PARTNERS, LLC 0.04% of their portfolio TOLEDO, OH 20,77820.8k $572.8k $572.8k 0.04% Added +1.3k +1,289
23 Great Waters Wealth Management 0.06% of their portfolio SHOREVIEW, MN 17,21717.2k $474.7k $474.7k 0.06% Reduced -244 -244
24 Strive Asset Management, LLC 0.23% of their portfolio DALLAS, TX 13,74613.7k $379.0k $379.0k 0.23% Reduced -38.7k -38,687
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,52513.5k $373.0k $373.0k 0.00% Reduced -35 -35
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,99513.0k $358.3k $358.3k 0.00% Reduced -995 -995
27 180 WEALTH ADVISORS, LLC 0.05% of their portfolio FEDERAL WAY, WA 12,58012.6k $346.8k $346.8k 0.05% Added +70 +70
28 CAPITAL MANAGEMENT CORP /VA 0.04% of their portfolio GLEN ALLEN, VA 9,0069.0k $248.3k $248.3k 0.04% Unchanged
29 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,1908.2k $225.8k $225.8k 0.00% New
30 Clark Asset Management, LLC 0.03% of their portfolio STRATHAM, NH 8,1308.1k $224.1k $224.1k 0.03% New
31 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,5967.6k $210.4k $210.4k 0.01% Reduced -1.2k -1,153
32 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,1287.1k $196.5k $196.5k 0.01% Unchanged
33 Frazier Financial Advisors, LLC 0.12% of their portfolio COLUMBUS, OH 6,0846.1k $167.7k $167.7k 0.12% Unchanged
34 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 5,0915.1k $139.9k $139.9k 0.00% New
35 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,5193.5k $97.0k $97.0k 0.00% First filing
36 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.03% of their portfolio WALTHAM, MA 3,1493.1k $86.8k $86.8k 0.03% Added +195 +195
37 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 3,0003.0k $82.7k $82.7k 0.00% Reduced -1.5k -1,518
38 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,8332.8k $78.1k $78.1k 0.00% Added +17 +17
39 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 2,4602.5k $67.8k $67.8k 0.01% Reduced -210 -210
40 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,7001.7k $42.5k $42.5k 0.00% Unchanged
41 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1,0001.0k $27.6k $27.6k 0.00% Unchanged
42 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 526526 $14.5k $14.5k 0.01% Unchanged
43 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 407407 $11.2k $11.2k 0.00% Added +3 +3
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 350350 $9.7k $9.7k 0.00% Reduced -133 -133
45 Transce3nd, LLC 0.00% of their portfolio BUDA, TX 285285 $7.9k $7.9k 0.00% Unchanged
46 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 278278 $7.7k $7.7k 0.00% Added +2 +2
47 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 158158 $4.4k $4.4k 0.00% Added +1 +1
48 Vermillion & White Wealth Management Group, LLC 0.00% of their portfolio PHOENIXVILLE, PA 150150 $4.1k $4.1k 0.00% Unchanged
49 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 150150 $4.1k $4.1k 0.00% Unchanged
50 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3030 $827 $827 0.00% Added +16 +16
51 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1616 $442 $442 0.00% Unchanged
52 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 44 $111 $111 0.00% Unchanged
53 FMR LLC 0.00% of their portfolio BOSTON, MA 33 $83 $83 0.00% Reduced -3 -3
54 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged