Vault-13

WISDOMTREE TR DGRE

EM MKTS QTLY DIV · ETP · CUSIP 97717W323

56 institutional holders +3 vs Q4 2025
2,544,2622.5m shares reported held*
$84.3mreported value*
10 new 17 added 16 reduced 6 sold out net sold ≈ $21.9m (-661.4k 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 ($15.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.13.

Trends to Q1 2026

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: 54Q3 25: 55Q4 25: 53Q1 26: 5656Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 202555
Q4 202553
Q1 202656

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 21 bought or addedQ2 24: 17 cut or sold outQ3 24: 18 bought or addedQ3 24: 21 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 13 cut or sold outQ1 25: 26 bought or addedQ1 25: 25 cut or sold outQ1 25Q2 25: 21 bought or addedQ2 25: 25 cut or sold outQ3 25: 20 bought or addedQ3 25: 26 cut or sold outQ3 25Q4 25: 18 bought or addedQ4 25: 23 cut or sold outQ1 26: 27 bought or addedQ1 26: 22 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242117
Q3 20241821
Q4 20242713
Q1 20252625
Q2 20252125
Q3 20252026
Q4 20251823
Q1 20262722

Biggest buyers

OLD MISSION CAPITAL LLC New +130,544+130.5k
CITADEL ADVISORS LLC New +58,988+59.0k
JANE STREET GROUP, LLC New +50,983+51.0k
Cetera Investment Advisers Added +50,771+50.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +48,038+48.0k
Noble Wealth Management PBC New +44,072+44.1k
Farther Finance Advisors, LLC Added +38,824+38.8k
ENVESTNET ASSET MANAGEMENT INC New +17,425+17.4k
LPL Financial LLC Added +16,359+16.4k
Orgel Wealth Management, LLC New +10,030+10.0k

Biggest sellers

One Capital Management, LLC Reduced -1,032,816-1.0m
Professional Financial Advisors, LLC Sold out -41,607-41.6k
Capital Analysts, LLC Sold out -24,854-24.9k
NATIONAL BANK OF CANADA /FI/ Reduced -10,294-10.3k
ROYAL BANK OF CANADA Reduced -9,650-9.7k
Mutual Advisors, LLC Sold out -7,139-7.1k
HighTower Advisors, LLC Reduced -4,731-4.7k
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Sold out -3,082-3.1k
Kestra Advisory Services, LLC Reduced -2,655-2.7k
KMG FIDUCIARY PARTNERS, LLC Reduced -2,159-2.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 670,303670.3k $22.2m $22.2m 0.01% Added +16.4k +16,359
2 SimpliFi, Inc. 4.71% of their portfolio SAN DIEGO, CA 338,964339.0k $11.2m $11.2m 4.71% Added +655 +655
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 192,559192.6k $6.4m $6.4m 0.01% Added +50.8k +50,771
4 One Capital Management, LLC 0.15% of their portfolio WESTLAKE VILLAGE, CA 163,381163.4k $5.4m $5.4m 0.15% Reduced -1.0m -1,032,816
5 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 130,544130.5k $4.3m $4.3m 0.10% New
6 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 120,963121.0k $4.0m $4.0m 0.00% Reduced -4.7k -4,731
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 107,292107.3k $3.6m $3.6m 0.00% Reduced -9.7k -9,650
8 Occidental Asset Management, LLC 0.33% of their portfolio Burlingame, CA 83,73783.7k $2.8m $2.8m 0.33% Added +1.3k +1,273
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 58,98859.0k $2.0m $2.0m 0.00% New
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 55,13255.1k $1.8m $1.8m 0.00% Added +48.0k +48,038
11 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 52,64352.6k $1.7m $1.7m 0.00% Reduced -10.3k -10,294
12 Hobbs Group Advisors, LLC 0.51% of their portfolio COLUMBIA, SC 51,37751.4k $1.7m $1.7m 0.51% Reduced -321 -321
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,98351.0k $1.7m $1.7m 0.00% New
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 47,89447.9k $1.6m $1.6m 0.00% Added +1.5k +1,525
15 Noble Wealth Management PBC 0.75% of their portfolio GREENWOOD VILLAGE, CO 44,07244.1k $1.5m $1.5m 0.75% New
16 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 43,48543.5k $1.4m $1.4m 0.01% Reduced -627 -627
17 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 43,18943.2k $1.4m $1.4m 0.01% Added +38.8k +38,824
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 31,22531.2k $1.0m $1.0m 0.00% Added +9.0k +8,979
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 27,51827.5k $911.5k $911.5k 0.00% Reduced -28 -28
20 Capital Advisors, Ltd. LLC 0.08% of their portfolio SHAKER HEIGHTS, OH 21,52521.5k $713.0k $713.0k 0.08% Added +3 +3
21 KMG FIDUCIARY PARTNERS, LLC 0.05% of their portfolio TOLEDO, OH 19,15319.2k $634.4k $634.4k 0.05% Reduced -2.2k -2,159
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,39018.4k $609.1k $609.1k 0.00% Added +4.5k +4,484
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,42517.4k $577.2k $577.2k 0.00% New
24 Great Waters Wealth Management 0.06% of their portfolio SHOREVIEW, MN 17,28617.3k $572.6k $572.6k 0.06% Reduced -479 -479
25 United Advisor Group, LLC 0.06% of their portfolio CINCINNATI, OH 15,25515.3k $505.3k $505.3k 0.06% Reduced -683 -683
26 180 WEALTH ADVISORS, LLC 0.05% of their portfolio FEDERAL WAY, WA 12,79112.8k $423.7k $423.7k 0.05% Added +141 +141
27 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,66912.7k $419.6k $419.6k 0.00% Added +554 +554
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,17111.2k $370.1k $370.1k 0.00% Reduced -830 -830
29 Orgel Wealth Management, LLC 0.01% of their portfolio ALTOONA, WI 10,03010.0k $332.2k $332.2k 0.01% New
30 THRYVE WEALTH MANAGEMENT LLC 0.20% of their portfolio IRVING, TX 9,1069.1k $301.6k $301.6k 0.20% Reduced -1.9k -1,856
31 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,0369.0k $299.3k $299.3k 0.00% Reduced -2.7k -2,655
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,5108.5k $281.9k $281.9k 0.00% Added +552 +552
33 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 8,1068.1k $268.5k $268.5k 0.05% Reduced -900 -900
34 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,2097.2k $238.8k $238.8k 0.00% Unchanged
35 Clark Asset Management, LLC 0.02% of their portfolio STRATHAM, NH 7,1117.1k $235.5k $235.5k 0.02% Unchanged
36 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 7,0007.0k $231.9k $231.9k 0.00% Unchanged
37 Frazier Financial Advisors, LLC 0.11% of their portfolio COLUMBUS, OH 6,0996.1k $202.0k $202.0k 0.11% Added +15 +15
38 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 3,0003.0k $99.4k $99.4k 0.00% Unchanged
39 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,9311.9k $64.0k $64.0k 0.00% Added +44 +44
40 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,7001.7k $56.3k $56.3k 0.00% Unchanged
41 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1,5001.5k $49.7k $49.7k 0.00% Added +500 +500
42 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 1,2601.3k $41.7k $41.7k 0.01% Reduced -1.2k -1,200
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 823823 $27.3k $27.3k 0.00% Unchanged
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 476476 $15.8k $15.8k 0.00% New
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 476476 $15.8k $15.8k 0.00% New
46 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 380380 $12.6k $12.6k 0.00% Unchanged
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 350350 $11.2k $11.2k 0.00% Unchanged
48 TopTier Wealth Management, LLC 0.00% of their portfolio MUSKEGO, WI 212212 $7.0k $7.0k 0.00% New
49 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 160160 $5.3k $5.3k 0.00% Added +1 +1
50 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 151151 $5.0k $5.0k 0.00% Unchanged
51 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 8282 $2.7k $2.7k 0.00% New
52 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 6565 $2.2k $2.2k 0.00% Unchanged
53 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3030 $994 $994 0.00% Unchanged
54 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1616 $530 $530 0.00% Unchanged
55 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 44 $134 $134 0.00% Unchanged
56 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $33 $33 0.00% Reduced -2 -2