DGRE Institutional Ownership
WisdomTree Emerging Markets Quality Dividend Growth Fund
1W: -0.8%
1M: +1.0%
3M: +1.8%
YTD: +28.8%
1Y: +42.2%
3Y: +92.7%
5Y: +61.8%
$41.15
+0.68 (+1.67%)
Weekly Expected Move ±3.4%
$38
$40
$41
$43
$44
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — DGRE
65
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
10
New Positions
14
Increased
23
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 692,966 | $29M | +22,663 | +3.4% | 51Q | SEC ↗ |
| 2 | SimpliFi, Inc. | 329,152 | $14M | -9,812 | -2.9% | 10Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 247,113 | $10M | +54,554 | +28.3% | 8Q | SEC ↗ |
| 4 | One Capital Management, LLC | 163,381 | $7M | — | +0.0% | 33Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 125,346 | $5M | +4,383 | +3.6% | 7Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 104,084 | $4M | -3,208 | -3.0% | 51Q | SEC ↗ |
| 7 | Occidental Asset Management, LLC | 82,855 | $3M | -882 | -1.1% | 13Q | SEC ↗ |
| 8 | NATIONAL BANK OF CANADA /FI | 79,044 | $3M | +26,401 | +50.2% | 5Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 67,766 | $3M | +56,595 | +506.6% | 26Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 51,407 | $2M | +3,513 | +7.3% | 38Q | SEC ↗ |
| 11 | Hobbs Group Advisors, LLC | 51,387 | $2M | +10 | +0.0% | 9Q | SEC ↗ |
| 12 | Noble Wealth Management PBC | 44,589 | $2M | +517 | +1.2% | 2Q | SEC ↗ |
| 13 | Lido Advisors, LLC | 42,807 | $2M | -678 | -1.6% | 4Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 42,449 | $2M | -16,539 | -28.0% | 2Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,929 | $2M | -13,203 | -23.9% | 6Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC | 38,361 | $2M | -4,828 | -11.2% | 6Q | SEC ↗ |
| 17 | MORGAN STANLEY | 34,099 | $1M | +2,874 | +9.2% | 52Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 27,422 | $1M | -96 | -0.3% | 7Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 24,068 | $990K | +5,678 | +30.9% | 6Q | SEC ↗ |
| 20 | Capital Advisors, Ltd. LLC | 21,532 | $886K | +7 | +0.0% | 34Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 18,918 | $778K | +1,493 | +8.6% | 2Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 18,691 | $769K | -32,292 | -63.3% | 2Q | SEC ↗ |
| 23 | Great Waters Wealth Management | 16,652 | $685K | -634 | -3.7% | 15Q | SEC ↗ |
| 24 | Orgel Wealth Management, LLC | 14,570 | $600K | +4,540 | +45.3% | 2Q | SEC ↗ |
| 25 | United Advisor Group, LLC | 14,013 | $577K | -1,242 | -8.1% | 10Q | SEC ↗ |
| 26 | 180 WEALTH ADVISORS, LLC | 12,791 | $526K | — | +0.0% | 16Q | SEC ↗ |
| 27 | Atria Investments, Inc | 9,478 | $390K | -3,191 | -25.2% | 5Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 8,846 | $364K | -190 | -2.1% | 11Q | SEC ↗ |
| 29 | Mariner, LLC | 8,230 | $339K | -280 | -3.3% | 3Q | SEC ↗ |
| 30 | CAPITAL MANAGEMENT CORP /VA | 8,106 | $334K | — | +0.0% | 14Q | SEC ↗ |
| 31 | IFP Advisors, Inc | 7,209 | $297K | — | +0.0% | 10Q | SEC ↗ |
| 32 | Clark Asset Management, LLC | 7,111 | $293K | — | +0.0% | 5Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 7,000 | $288K | — | +0.0% | 4Q | SEC ↗ |
| 34 | Frazier Financial Advisors, LLC | 6,099 | $251K | — | +0.0% | 11Q | SEC ↗ |
| 35 | WORLD EQUITY GROUP, INC. NEW | 5,568 | $229K | — | +0.0% | 1Q | SEC ↗ |
| 36 | UHLMANN PRICE SECURITIES, LLC NEW | 5,429 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Spinnaker Investment Group, LLC NEW | 5,407 | $222K | — | +0.0% | 1Q | SEC ↗ |
| 38 | PURSUIT WEALTH STRATEGIES, LLC NEW | 4,567 | $188K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Global Retirement Partners, LLC NEW | 3,150 | $130K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CENTRAL TRUST Co | 3,000 | $123K | — | +0.0% | 21Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,346 | $97K | — | +0.0% | 1Q | SEC ↗ |
| 42 | SBI Securities Co., Ltd. | 1,760 | $72K | -171 | -8.9% | 7Q | SEC ↗ |
| 43 | Sunbelt Securities, Inc. | 1,700 | $70K | — | +0.0% | 13Q | SEC ↗ |
| 44 | IFG Advisory, LLC NEW | 1,669 | $69K | — | +0.0% | 1Q | SEC ↗ |
| 45 | ROTHSCHILD INVESTMENT LLC | 1,500 | $62K | — | +0.0% | 11Q | SEC ↗ |
| 46 | Princeton Global Asset Management LLC | 1,260 | $52K | — | +0.0% | 23Q | SEC ↗ |
| 47 | BANK OF MONTREAL /CAN | 823 | $34K | — | +0.0% | 4Q | SEC ↗ |
| 48 | Cullen/Frost Bankers, Inc. NEW | 501 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 49 | UBS Group AG | 476 | $20K | — | +0.0% | 2Q | SEC ↗ |
| 50 | LANARK FINANCIAL, INC. | 380 | $16K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| WORLD EQUITY GROUP, INC. | 5,568 | $229K |
| UHLMANN PRICE SECURITIES, LLC | 5,429 | $223K |
| Spinnaker Investment Group, LLC | 5,407 | $222K |
| PURSUIT WEALTH STRATEGIES, LLC | 4,567 | $188K |
| Global Retirement Partners, LLC | 3,150 | $130K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,346 | $97K |
| IFG Advisory, LLC | 1,669 | $69K |
| Cullen/Frost Bankers, Inc. | 501 | $21K |
| Dunhill Financial, LLC | 260 | $11K |
| MATHER GROUP, LLC. | 1 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 130,544 | $5M |
| Professional Financial Advisors, LL | 41,607 | $2M |
| Capital Analysts, LLC | 24,854 | $1M |
| KMG FIDUCIARY PARTNERS, LLC | 19,153 | $788K |
| GREENUP STREET WEALTH MANAGEMENT LL | 18,974 | $781K |
| THRYVE WEALTH MANAGEMENT LLC | 9,106 | $375K |
| Mutual Advisors, LLC | 7,139 | $294K |
| PENSION & WEALTH MANAGEMENT ADVISOR | 3,082 | $127K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1,363 | $56K |
| UBS AM, a distinct business unit of | 476 | $20K |
| TopTier Wealth Management, LLC | 212 | $9K |
| Vermillion & White Wealth Managemen | 150 | $6K |
| GHP Investment Advisors, Inc. | 82 | $3K |
| Allworth Financial LP | 4 | $0K |
| FMR LLC | 1 | $0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +56,595 | +506.6% | 67,766 |
| Cetera Investment Advisers | +54,554 | +28.3% | 247,113 |
| NATIONAL BANK OF CANADA /FI | +26,401 | +50.2% | 79,044 |
| LPL Financial LLC | +22,663 | +3.4% | 692,966 |
| GOLDMAN SACHS GROUP INC | +5,678 | +30.9% | 24,068 |
| Orgel Wealth Management, LLC | +4,540 | +45.3% | 14,570 |
| HighTower Advisors, LLC | +4,383 | +3.6% | 125,346 |
| Cambridge Investment Research Advis | +3,513 | +7.3% | 51,407 |
| MORGAN STANLEY | +2,874 | +9.2% | 34,099 |
| ENVESTNET ASSET MANAGEMENT INC | +1,493 | +8.6% | 18,918 |
| Noble Wealth Management PBC | +517 | +1.2% | 44,589 |
| Hobbs Group Advisors, LLC | +10 | +0.0% | 51,387 |
| Capital Advisors, Ltd. LLC | +7 | +0.0% | 21,532 |
| Glen Eagle Advisors, LLC | +1 | +0.7% | 152 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -32,292 | -63.3% | 18,691 |
| CITADEL ADVISORS LLC | -16,539 | -28.0% | 42,449 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,203 | -23.9% | 41,929 |
| SimpliFi, Inc. | -9,812 | -2.9% | 329,152 |
| Farther Finance Advisors, LLC | -4,828 | -11.2% | 38,361 |
| ROYAL BANK OF CANADA | -3,208 | -3.0% | 104,084 |
| Atria Investments, Inc | -3,191 | -25.2% | 9,478 |
| United Advisor Group, LLC | -1,242 | -8.1% | 14,013 |
| Occidental Asset Management, LLC | -882 | -1.1% | 82,855 |
| Lido Advisors, LLC | -678 | -1.6% | 42,807 |
| Great Waters Wealth Management | -634 | -3.7% | 16,652 |
| Mariner, LLC | -280 | -3.3% | 8,230 |
| Kestra Advisory Services, LLC | -190 | -2.1% | 8,846 |
| SBI Securities Co., Ltd. | -171 | -8.9% | 1,760 |
| RAYMOND JAMES FINANCIAL INC | -96 | -0.3% | 27,422 |