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Wisdomtree Emerging Markets (DGRE)

CUSIP: 97717W323 | NYSE | 167 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

SimpliFi, Inc.310,918
5.1% of portfolio›$12.6M
Occidental Asset Management, LLC82,491
0.3% of portfolio›$3.3M
Cambridge Investment Research Advisors, Inc.52,890
0.0% of portfolio›$2.1K
Noble Wealth Management PBC45,110
0.8% of portfolio›$1.8M
Lido Advisors, LLC42,708
0.0% of portfolio›$1.7M
Farther Finance Advisors, LLC26,563
0.0% of portfolio›$1.1M
Capital Advisors, Ltd. LLC21,539
0.0% of portfolio›$873
Great Waters Wealth Management16,694
0.1% of portfolio›$676.4K
Orgel Wealth Management, LLC15,145
0.0% of portfolio›$613.6K
United Advisor Group, LLC13,880
0.1% of portfolio›$562.4K
180 Wealth Advisors, LLC13,439
0.1% of portfolio›$544.5K
Kestra Advisory Services, LLC10,068
0.0% of portfolio›$407.9K
Atria Investments, Inc9,532
0.0% of portfolio›$386.2K
Capital Management Corp8,106
0.0% of portfolio›$328.4K
IFP Advisors, Inc7,209
0.0% of portfolio›$292.1K
Clark Asset Management, LLC7,111
0.0% of portfolio›$288.1K
Oppenheimer & Co Inc7,000
0.0% of portfolio›$283.6K
Uhlmann Price Securities, LLC5,456
0.0% of portfolio›$221.0K
Spinnaker Investment Group, LLC5,407
0.0% of portfolio›$219.1K
Kestra Private Wealth Services, LLC5,065
0.0% of portfolio›$205.2K
Lanark Financial, Inc.3,908
0.0% of portfolio›$158.3K
Central Trust Co3,000
0.0% of portfolio›$121.5K
SBI Securities Co., Ltd.1,632
0.0% of portfolio›$66.1K
Princeton Global Asset Management LLC1,260
0.0% of portfolio›$51.1K
Larson Financial Group LLC757
0.0% of portfolio›$30.7K
Cullen T Bankers, Inc.503
0.0% of portfolio›$20.4K
TD Waterhouse Canada Inc.65
0.0% of portfolio›$2.6K
Dhjj Financial Advisors, Ltd.16
0.0% of portfolio›$649
Mather Group, Llc.1
0.0% of portfolio›$27
StyleTurnoverLocationFiled
SimpliFi, Inc.
310,918$12.6M5.1%ETFMediumSan Diego, CA2026-10-28
Occidental Asset Management, LLC
82,491$3.3M0.3%GrowthLowBurlingame, CA2026-11-05
Cambridge Investment Research Advisors, Inc.
52,890$2.1K0.0%ETFLowFairfield, IA2026-11-02
Noble Wealth Management PBC
45,110$1.8M0.8%YieldMediumGreenwood Village, CO2026-10-01
Lido Advisors, LLC
42,708$1.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
26,563$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Capital Advisors, Ltd. LLC
21,539$8730.0%ETFLowShaker Heights, OH2026-10-27
Great Waters Wealth Management
16,694$676.4K0.1%ETFVery LowShoreview, MN2026-10-07
Orgel Wealth Management, LLC
15,145$613.6K0.0%ETFMediumAltoona, WI2026-10-14
United Advisor Group, LLC
13,880$562.4K0.1%ETFLowCincinnati, OH2026-11-03
180 Wealth Advisors, LLC
13,439$544.5K0.1%CoreLowFederal Way, WA2026-11-03
Kestra Advisory Services, LLC
10,068$407.9K0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
9,532$386.2K0.0%CoreMediumCharlotte, NC2026-10-15
Capital Management Corp
8,106$328.4K0.0%YieldMediumGlen Allen, VA2026-10-29
IFP Advisors, Inc
7,209$292.1K0.0%GrowthLowTampa, FL2026-10-16
Clark Asset Management, LLC
7,111$288.1K0.0%ETFVery LowStratham, NH2026-10-19
Oppenheimer & Co Inc
7,000$283.6K0.0%CoreLowNew York, NY2026-10-26
Uhlmann Price Securities, LLC
5,456$221.0K0.0%Agg GrowthLowSkokie, IL2026-11-03
Spinnaker Investment Group, LLC
5,407$219.1K0.0%ETFLowNewport Beach, CA2026-10-13
Kestra Private Wealth Services, LLC
5,065$205.2K0.0%GrowthLowAustin, TX2026-10-30
Lanark Financial, Inc.
3,908$158.3K0.0%CoreMediumBirmingham, AL2026-10-26
Central Trust Co
3,000$121.5K0.0%CoreLowJefferson City, MO2026-11-05
SBI Securities Co., Ltd.
1,632$66.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Princeton Global Asset Management LLC
1,260$51.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Larson Financial Group LLC
757$30.7K0.0%GrowthLowSt Louis, MO2026-11-05
Cullen T Bankers, Inc.
503$20.4K0.0%GrowthLowSan Antonio, TX2026-10-28
TD Waterhouse Canada Inc.
65$2.6K0.0%CoreLowToronto, Australia2026-10-16
Dhjj Financial Advisors, Ltd.
16$6490.0%ETFVery LowNaperville, IL2026-10-23
Mather Group, Llc.
1$270.0%ETFMediumChicago, IL2026-10-14