DGRE Institutional Ownership & Shareholders
WISDOMTREE EMERGING MARKETS (DGRE) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DGRE tracked by InsiderSet, reporting ownership valued at approximately $28.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.63M, representing an estimated loss of -9.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed DGRE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Simplifi, Inc., Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in WISDOMTREE EMERGING MARKETS (DGRE).
This page ranks the largest institutional DGRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
54
Total Reported Value
$91.75M
Largest Holder
Lpl Financial Llc
Largest Position
$28.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 692,966 | $28,307,654 | $25,629,348 | -$2,678,306 | -9.46% | |
| Simplifi, Inc. | 5.14% | 310,918 | $12,597,067 | $11,499,302 | -$1,097,765 | -8.71% | |
| Cetera Investment Advisers | 0.01% | 247,113 | $10,094,586 | $9,139,474 | -$955,112 | -9.46% | |
| One Capital Management, Llc | 0.15% | 163,381 | $5,411,648 | $6,042,646 | +$630,998 | +11.66% | |
| Royal Bank Of Canada | 0.00% | 104,084 | $4,252,000 | $3,849,547 | -$402,453 | -9.47% | |
| Occidental Asset Management, Llc | 0.34% | 82,855 | $3,384,647 | $3,064,392 | -$320,255 | -9.46% | |
| National Bank Of Canada | 0.00% | 79,044 | $3,204,444 | $2,923,442 | -$281,002 | -8.77% | |
| Osaic Holdings, Inc. | 0.00% | 67,766 | $2,768,388 | $2,506,326 | -$262,062 | -9.47% | |
| Hobbs Group Advisors, Llc | 0.55% | 51,387 | $2,099,164 | $1,900,548 | -$198,616 | -9.46% | |
| Noble Wealth Management Pbc | 0.84% | 45,110 | $1,827,661 | $1,668,393 | -$159,268 | -8.71% | |
| Lido Advisors, Llc | 0.01% | 42,807 | $1,748,681 | $1,583,217 | -$165,464 | -9.46% | |
| Citadel Advisors Llc | 0.00% | 42,449 | $1,734,042 | $1,569,976 | -$164,066 | -9.46% | |
| Susquehanna International Group, Llp | 0.00% | 41,929 | $1,712,800 | $1,550,744 | -$162,056 | -9.46% | |
| Morgan Stanley | 0.00% | 34,099 | $1,392,976 | $1,261,152 | -$131,824 | -9.46% | |
| Raymond James Financial Inc | 0.00% | 27,422 | $1,120,189 | $1,014,203 | -$105,986 | -9.46% | |
| Farther Finance Advisors, Llc | 0.01% | 26,563 | $1,076,234 | $982,433 | -$93,801 | -8.72% | |
| Goldman Sachs Group Inc | 0.00% | 24,068 | $983,178 | $890,155 | -$93,023 | -9.46% | |
| Envestnet Asset Management Inc | 0.00% | 18,918 | $772,807 | $699,682 | -$73,125 | -9.46% | |
| Jane Street Group, Llc | 0.00% | 18,691 | $763,527 | $691,287 | -$72,240 | -9.46% | |
| Great Waters Wealth Management | 0.06% | 16,694 | $676,375 | $617,428 | -$58,947 | -8.72% | |
| Orgel Wealth Management, Llc | 0.01% | 15,145 | $613,611 | $560,138 | -$53,473 | -8.71% | |
| United Advisor Group, Llc | 0.06% | 14,013 | $572,431 | $518,271 | -$54,160 | -9.46% | |
| 180 Wealth Advisors, Llc | 0.05% | 12,791 | $522,503 | $473,075 | -$49,428 | -9.46% | |
| Kestra Advisory Services, Llc | 0.00% | 10,068 | $407,919 | $372,365 | -$35,554 | -8.72% | |
| Atria Investments, Inc | 0.00% | 9,532 | $386,182 | $352,541 | -$33,641 | -8.71% | |
| Mariner, Llc | 0.00% | 8,230 | $336,194 | $304,387 | -$31,807 | -9.46% | |
| Capital Management Corp | 0.05% | 8,106 | $328,420 | $299,800 | -$28,620 | -8.71% | |
| Ifp Advisors, Inc | 0.00% | 7,209 | $292,078 | $266,625 | -$25,453 | -8.71% | |
| Clark Asset Management, Llc | 0.02% | 7,111 | $288,107 | $263,000 | -$25,107 | -8.71% | |
| Oppenheimer & Co Inc | 0.00% | 7,000 | $283,610 | $258,895 | -$24,715 | -8.71% | |
| Frazier Financial Advisors, Llc | 0.13% | 6,099 | $249,145 | $225,572 | -$23,573 | -9.46% | |
| Uhlmann Price Securities, Llc | 0.01% | 5,429 | $221,771 | $200,792 | -$20,979 | -9.46% | |
| Spinnaker Investment Group, Llc | 0.03% | 5,407 | $219,068 | $199,978 | -$19,090 | -8.71% | |
| Kestra Private Wealth Services, Llc | 0.00% | 5,065 | $205,224 | $187,329 | -$17,895 | -8.72% | |
| Pursuit Wealth Strategies, Llc | 0.24% | 4,567 | $186,576 | $168,910 | -$17,666 | -9.47% | |
| Nbc Securities, Inc. | 0.01% | 3,908 | $158,349 | $144,537 | -$13,812 | -8.72% | |
| Central Trust Co | 0.00% | 3,000 | $122,550 | $110,955 | -$11,595 | -9.46% | |
| Ifg Advisory, Llc | 0.00% | 1,669 | $68,179 | $61,728 | -$6,451 | -9.46% | |
| Sbi Securities Co., Ltd. | 0.00% | 1,632 | $66,122 | $60,360 | -$5,762 | -8.71% | |
| Rothschild Investment Llc | 0.00% | 1,500 | $61,275 | $55,478 | -$5,798 | -9.46% | |
| Sunbelt Securities, Inc. | 0.00% | 1,700 | $56,309 | $62,875 | +$6,566 | +11.66% | |
| Princeton Global Asset Management Llc | 0.01% | 1,260 | $51,050 | $46,601 | -$4,449 | -8.71% | |
| Bank Of Montreal | 0.00% | 823 | $33,620 | $30,439 | -$3,181 | -9.46% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 503 | $20,379 | $18,603 | -$1,776 | -8.71% | |
| Ubs Group Ag | 0.00% | 476 | $19,445 | $17,605 | -$1,840 | -9.46% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 476 | $15,767 | $17,605 | +$1,838 | +11.66% | |
| Jpmorgan Chase & Co | 0.00% | 350 | $14,054 | $12,945 | -$1,109 | -7.89% | |
| Dunhill Financial, Llc | 0.00% | 260 | $10,621 | $9,616 | -$1,005 | -9.46% | |
| Glen Eagle Advisors, Llc | 0.00% | 152 | $6,218 | $5,622 | -$596 | -9.59% | |
| Td Waterhouse Canada Inc. | 0.00% | 65 | $2,624 | $2,404 | -$220 | -8.38% |
Frequently asked questions about DGRE
Who are the largest institutional holders of DGRE?
The largest institutional holders of DGRE reported in the latest SEC Form 13F filings include Lpl Financial Llc, Simplifi, Inc., Cetera Investment Advisers, One Capital Management, Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported DGRE position.
What is DGRE institutional ownership?
This page tracks DGRE positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE EMERGING MARKETS (DGRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGRE?
InsiderSet currently tracks 54 institutional managers reporting DGRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGRE shareholders.
How much DGRE stock do institutions own?
Institutional investment managers disclosed approximately $91.75M in DGRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGRE institutional ownership last updated?
The latest DGRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGRE position after the reporting date.
Are institutions buying or selling DGRE?
Institutional buying and selling can be analyzed by comparing DGRE positions across consecutive 13F reporting periods. InsiderSet's DGRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGRE ownership changes.
How has DGRE institutional ownership changed over time?
InsiderSet tracks DGRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.