Who owns DGRE?
WisdomTree Emerging Markets Quality Dividend Growth Fund · WisdomTree
56 institutions reported holding DGRE, worth $103.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DGRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $28.3M | 692,966 | +22,663 shares |
| SimpliFi, Inc. | San Diego, CA | $13.4M | 329,152 | −9,812 shares |
| Cetera Investment Advisers | Schaumburg, IL | $10.1M | 247,113 | +54,554 shares |
| One Capital Management, LLC | Westlake Village, CA | $5.4M | 163,381 | No change |
| HighTower Advisors, LLC | Chicago, IL | $5.1M | 125,346 | +4,383 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $4.3M | 104,084 | −3,208 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.2M | 102,814 | +54,920 shares |
| Occidental Asset Management, LLC | Burlingame, CA | $3.4M | 82,855 | −882 shares |
| National Bank of Canada | Montreal, Quebec, Canada | $3.2M | 79,044 | +26,401 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.8M | 67,766 | +56,595 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DGRE?
56 institutional managers reported holding DGRE in Form 13F filings for June 30, 2026, worth $103.2M in total. The largest reported position was held by LPL Financial LLC, at $28.3M.
Did institutions buy or sell DGRE last quarter?
Reported 13F value rose 22.5% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DGRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.