Who Owns WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE)?Hedge Fund & Institutional Holders

$32.85-0.23 (-0.70%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0591000300000016e+170T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$22.28$25.96$29.64$33.32$37.00Aug 24May 25Mar 26

DGRE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SimpliFi, Inc.New Position+338K+$10.6B
Professional Financial Advisors, LLCNew Position+42K+$1.3B
GREENUP STREET WEALTH MANAGEMENT LLCNew Position+19K+$544.0M
Mutual Advisors, LLCNew Position+7K+$223.0M
Clark Asset Management, LLCNew Position+7K+$222.0M
OPPENHEIMER & CO INCNew Position+7K+$219.0M
Frazier Financial Advisors, LLCNew Position+6K+$190.0M
CENTRAL TRUST CoNew Position+3K+$93.0M
SBI Securities Co., Ltd.New Position+2K+$59.0M
Farther Finance Advisors, LLCIncreased+2K+$58.6M
KMG FIDUCIARY PARTNERS, LLCIncreased+61+$57.5M
Great Waters Wealth ManagementIncreased+130+$50.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew Position+40K+$7.4M
Occidental Asset Management, LLCNew Position+82K+$2.6M
Capital Advisors, Ltd. LLCNew Position+22K+$674K

DGRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-1K-$4.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-122K-$3.7B
ROYAL BANK OF CANADADecreased-18K-$876.0M
OLD MISSION CAPITAL LLCClosed Position-29K-$825.5M
RAYMOND JAMES FINANCIAL INCDecreased-493-$804.2M
GOLDMAN SACHS GROUP INCDecreased-7K-$593.7M
JANE STREET GROUP, LLCClosed Position-9K-$257.7M
Strive Asset Management, LLCClosed Position-240-$206.7M
Creekmur Asset Management LLCClosed Position-760-$21.8M
NATIONAL BANK OF CANADA /FI/Decreased-5K-$934K
MORGAN STANLEYDecreased-2K-$683K
FLOW TRADERS U.S. LLCClosed Position-22K-$644K
Cambridge Investment Research Advisors, Inc.Decreased-2K-$384K
Kestra Advisory Services, LLCDecreased-1K-$372K
Capital Analysts, LLCDecreased-456-$-52K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SimpliFi, Inc.338,309$10.6B4.48%Share
2ROYAL BANK OF CANADA99,129$3.0B0.00%Share
3Hobbs Group Advisors, LLC51,698$1.6B0.49%Share
4Professional Financial Advisors, LLC41,607$1.3B0.27%Share
5KMG FIDUCIARY PARTNERS, LLC21,312$667.0M0.05%Share
6Great Waters Wealth Management17,765$556.0M0.06%Share
7GREENUP STREET WEALTH MANAGEMENT LLC18,974$544.0M0.08%Share
8United Advisor Group, LLC15,938$498.0M0.06%Share
9Mutual Advisors, LLC7,139$223.0M0.00%Share
10Clark Asset Management, LLC7,111$222.0M0.02%Share
11OPPENHEIMER & CO INC7,000$219.0M0.00%Share
12Frazier Financial Advisors, LLC6,084$190.0M0.11%Share
13Farther Finance Advisors, LLC4,365$136.0M0.00%Share
14CENTRAL TRUST Co3,000$93.0M0.00%Share
15SBI Securities Co., Ltd.1,887$59.0M0.00%Share
16Sunbelt Securities, Inc.1,700$53.0M0.00%Share
17One Capital Management, LLC1,196,197$37.5M1.13%Share
18LPL Financial LLC653,944$20.0M0.01%Share
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO39,881$7.4M0.00%Share
20Cetera Investment Advisers141,788$4.0M0.00%Share
21Vermillion & White Wealth Management Group, LLC150$4.0M0.00%Share
22Glen Eagle Advisors, LLC151$4.0M0.00%Share
23AdvisorNet Financial, Inc159$4.0M0.00%Share
24HighTower Advisors, LLC125,694$3.0M0.00%Share
25Occidental Asset Management, LLC82,464$2.6M0.31%Share
26Cambridge Investment Research Advisors, Inc.46,369$1.0M0.00%Share
27Lido Advisors, LLC44,112$1.0M0.00%Share
28NATIONAL BANK OF CANADA /FI/62,937$1.0M0.00%Share
29Capital Analysts, LLC24,854$778K0.02%Share
30Capital Advisors, Ltd. LLC21,522$674K0.08%Share
31180 WEALTH ADVISORS, LLC12,650$396K0.05%Share
32CAPITAL MANAGEMENT CORP /VA9,006$281K0.05%Share
33Princeton Global Asset Management LLC2,460$77K0.01%Share
34NBC SECURITIES, INC.380$11K0.00%Share
35TD Waterhouse Canada Inc.65$2K0.00%Share
36Mariner, LLC7,958$00.00%Share
37Atria Investments, Inc12,115$00.00%Share
38OSAIC HOLDINGS, INC.114$00.00%Share
39OSAIC HOLDINGS, INC.11,887$00.00%Share
40IFP Advisors, Inc7,209$00.00%Share
41ROYAL BANK OF CANADA639$00.00%Share
42AE Wealth Management LLC30$00.00%Share
43ROYAL BANK OF CANADA17,174$00.00%Share
44BANK OF MONTREAL /CAN/823$00.00%Share
45DHJJ Financial Advisors, Ltd.16$00.00%Share
46Allworth Financial LP4$00.00%Share
47MORGAN STANLEY1$00.00%Share
48MORGAN STANLEY22,245$00.00%Share
49Global Retirement Partners, LLC3,150$00.00%Share
50RAYMOND JAMES FINANCIAL INC250$00.00%Share

DGRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$20.1B+15
Q3 202537$73.5B-10
Q2 202547$80.2B-5
Q1 202552$83.1B+7
Q4 202445$87.6B+16
Q3 202429$50.2T-4
Q2 202433$1.0T+7
Q1 202426$4.2T—

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As of Q4 2025, 50 institutional investors hold DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund). The largest holder is SimpliFi, Inc. with $10.6B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own DGRE?

As of Q4 2025, 50 institutional investors report holding DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund) in their 13F filings.

Who is the largest institutional holder of DGRE?

The largest institutional holder of DGRE is SimpliFi, Inc. with $10.6B in shares.

Is institutional ownership of DGRE increasing or decreasing?

This quarter, 12 institutions opened new positions in DGRE and 5 closed their positions.