Vault-13

WISDOMTREE TR DGRE

EM MKTS QTLY DIV · ETP · CUSIP 97717W323

56 institutional holders +0 vs Q1 2026
2,557,4022.6m shares reported held*
$103.2mreported value*
8 new 14 added 15 reduced 8 sold out net bought ≈ $458.1k (+11.2k 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 ≈ $40.35.

Trends to Q2 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: 56Q2 26: 5656Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202656

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 20 bought or addedQ3 25: 26 cut or sold outQ4 25: 18 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 27 bought or addedQ1 26: 22 cut or sold outQ2 26: 22 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241821
Q4 20242713
Q1 20252625
Q2 20252125
Q3 20252026
Q4 20251823
Q1 20262722
Q2 20262223

Biggest buyers

OSAIC HOLDINGS, INC. Added +56,595+56.6k
Cambridge Investment Research Advisors, Inc. Added +54,920+54.9k
Cetera Investment Advisers Added +54,554+54.6k
NATIONAL BANK OF CANADA /FI/ Added +26,401+26.4k
LPL Financial LLC Added +22,663+22.7k
GOLDMAN SACHS GROUP INC Added +5,678+5.7k
WORLD EQUITY GROUP, INC. New +5,568+5.6k
UHLMANN PRICE SECURITIES, LLC New +5,429+5.4k
Spinnaker Investment Group, LLC New +5,407+5.4k
PURSUIT WEALTH STRATEGIES, LLC New +4,567+4.6k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -130,544-130.5k
JANE STREET GROUP, LLC Reduced -32,292-32.3k
KMG FIDUCIARY PARTNERS, LLC Sold out -19,153-19.2k
CITADEL ADVISORS LLC Reduced -16,539-16.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,203-13.2k
SimpliFi, Inc. Reduced -9,812-9.8k
THRYVE WEALTH MANAGEMENT LLC Sold out -9,106-9.1k
Farther Finance Advisors, LLC Reduced -4,828-4.8k
ROYAL BANK OF CANADA Reduced -3,208-3.2k
Atria Investments, Inc Reduced -3,191-3.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 692,966693.0k $28.3m $28.3m 0.01% Added +22.7k +22,663
2 SimpliFi, Inc. 5.31% of their portfolio SAN DIEGO, CA 329,152329.2k $13.4m $13.4m 5.31% Reduced -9.8k -9,812
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 247,113247.1k $10.1m $10.1m 0.01% Added +54.6k +54,554
4 One Capital Management, LLC 0.15% of their portfolio WESTLAKE VILLAGE, CA 163,381163.4k $5.4m $5.4m 0.15% Unchanged
5 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 125,346125.3k $5.1m $5.1m 0.00% Added +4.4k +4,383
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 104,084104.1k $4.3m $4.3m 0.00% Reduced -3.2k -3,208
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 102,814102.8k $4.2m $4.2m 0.00% Added +54.9k +54,920
8 Occidental Asset Management, LLC 0.34% of their portfolio Burlingame, CA 82,85582.9k $3.4m $3.4m 0.34% Reduced -882 -882
9 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 79,04479.0k $3.2m $3.2m 0.00% Added +26.4k +26,401
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 67,76667.8k $2.8m $2.8m 0.00% Added +56.6k +56,595
11 Hobbs Group Advisors, LLC 0.55% of their portfolio COLUMBIA, SC 51,38751.4k $2.1m $2.1m 0.55% Added +10 +10
12 Noble Wealth Management PBC 0.83% of their portfolio GREENWOOD VILLAGE, CO 44,58944.6k $1.8m $1.8m 0.83% Added +517 +517
13 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 42,80742.8k $1.7m $1.7m 0.01% Reduced -678 -678
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,44942.4k $1.7m $1.7m 0.00% Reduced -16.5k -16,539
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,92941.9k $1.7m $1.7m 0.00% Reduced -13.2k -13,203
16 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 38,36138.4k $1.6m $1.6m 0.01% Reduced -4.8k -4,828
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 34,09934.1k $1.4m $1.4m 0.00% Added +2.9k +2,874
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 27,42227.4k $1.1m $1.1m 0.00% Reduced -96 -96
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,06824.1k $983.2k $983.2k 0.00% Added +5.7k +5,678
20 Capital Advisors, Ltd. LLC 0.09% of their portfolio SHAKER HEIGHTS, OH 21,53221.5k $880.0k $880.0k 0.09% Added +7 +7
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,91818.9k $772.8k $772.8k 0.00% Added +1.5k +1,493
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,69118.7k $763.5k $763.5k 0.00% Reduced -32.3k -32,292
23 Great Waters Wealth Management 0.06% of their portfolio SHOREVIEW, MN 16,65216.7k $680.2k $680.2k 0.06% Reduced -634 -634
24 Orgel Wealth Management, LLC 0.01% of their portfolio ALTOONA, WI 14,57014.6k $595.2k $595.2k 0.01% Added +4.5k +4,540
25 United Advisor Group, LLC 0.06% of their portfolio CINCINNATI, OH 14,01314.0k $572.4k $572.4k 0.06% Reduced -1.2k -1,242
26 180 WEALTH ADVISORS, LLC 0.05% of their portfolio FEDERAL WAY, WA 12,79112.8k $522.5k $522.5k 0.05% Unchanged
27 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 9,4789.5k $387.2k $387.2k 0.00% Reduced -3.2k -3,191
28 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,8468.8k $361.4k $361.4k 0.00% Reduced -190 -190
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,2308.2k $336.2k $336.2k 0.00% Reduced -280 -280
30 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 8,1068.1k $331.1k $331.1k 0.05% Unchanged
31 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,2097.2k $294.5k $294.5k 0.01% Unchanged
32 Clark Asset Management, LLC 0.02% of their portfolio STRATHAM, NH 7,1117.1k $290.5k $290.5k 0.02% Unchanged
33 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 7,0007.0k $285.9k $285.9k 0.00% Unchanged
34 Frazier Financial Advisors, LLC 0.13% of their portfolio COLUMBUS, OH 6,0996.1k $249.1k $249.1k 0.13% Unchanged
35 WORLD EQUITY GROUP, INC. 0.05% of their portfolio SCHAUMBURG, IL 5,5685.6k $228.0k $228.0k 0.05% New
36 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 5,4295.4k $221.8k $221.8k 0.01% New
37 Spinnaker Investment Group, LLC 0.04% of their portfolio Newport Beach, CA 5,4075.4k $220.9k $220.9k 0.04% New
38 PURSUIT WEALTH STRATEGIES, LLC 0.24% of their portfolio RALEIGH, NC 4,5674.6k $186.6k $186.6k 0.24% New
39 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,1503.1k $128.7k $128.7k 0.00% First filing
40 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 3,0003.0k $122.5k $122.5k 0.00% Unchanged
41 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,7601.8k $71.9k $71.9k 0.00% Reduced -171 -171
42 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,6691.7k $68.2k $68.2k 0.00% New
43 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1,5001.5k $61.3k $61.3k 0.00% Unchanged
44 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 1,2601.3k $51.5k $51.5k 0.01% Unchanged
45 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 823823 $33.6k $33.6k 0.00% Unchanged
46 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 501501 $20.4k $20.4k 0.00% New
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 476476 $19.4k $19.4k 0.00% Unchanged
48 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 380380 $15.5k $15.5k 0.00% Unchanged
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 350350 $14.1k $14.1k 0.00% Unchanged
50 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 260260 $10.6k $10.6k 0.00% New
51 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 160160 $6.6k $6.6k 0.00% Unchanged
52 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 152152 $6.2k $6.2k 0.00% Added +1 +1
53 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 6565 $2.6k $2.6k 0.00% Unchanged
54 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3030 $1.2k $1.2k 0.00% Unchanged
55 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1616 $654 $654 0.00% Unchanged
56 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 11 $27 $27 0.00% New