Wisdomtree Em Small CapDGSETF
13F holders, Q2 2026 (June 30)253holders −5
12new positions
17sold out
2famous investors
$64.56avg. 13F price*
At the end of Q2 2026, 253 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, down 5 from Q1 2026. 12 opened new positions and 17 sold out. The largest holders were Creative Planning ($256.3M), Bank of America Corp. ($83.9M) and National Bank of Canada ($39.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree Em Small Cap
- CUSIP
- 97717W281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.2M |
| Exits | 17 | $18.3M |
All 13F filers, Q1 2026 → Q2 2026: 771,511 shares bought and 960,052 shares sold, net −188,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Creative Planning | 0.15% | Reduce -5.9% | 3,960,885 | $256.3M |
| Bank of America Corp. | 0.01% | Add +1.1% | 1,296,488 | $83.9M |
| National Bank of Canada | 0.03% | Add +0.9% | 614,358 | $39.7M |
| Morgan Stanley | 0.00% | Add +2.1% | 568,016 | $36.8M |
| HighTower Advisors, LLC | 0.03% | Add +2.0% | 527,269 | $34.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.8% | 461,874 | $29.9M |
| Unison Advisors LLC | 2.02% | Add +0.8% | 448,588 | $29.0M |
| Captrust Financial Advisors | 0.04% | Add +1.4% | 436,804 | $28.3M |
| LPL Financial LLC | 0.01% | Reduce -3.4% | 402,845 | $26.1M |
| Fifth Third Bancorp | 0.04% | Add +0.2% | 379,216 | $24.5M |
| Osaic Holdings, Inc. | 0.03% | Add +1.0% | 370,671 | $24.0M |
| Raymond James Financial Inc. | 0.01% | Add +4.7% | 336,448 | $21.8M |
| Old Mission Capital LLC | 0.55% | Add +42.2% | 332,421 | $21.5M |
| Focus Partners Wealth | 0.02% | Reduce -0.6% | 327,954 | $21.2M |
| Assetmark, Inc. | 0.04% | Add +465297.1% | 321,124 | $20.8M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +1.3% | 308,550 | $20.0M |
| Park Avenue Securities LLC | 0.11% | Add +4.3% | 271,602 | $17.6M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 261,905 | $16.9M |
| BIP Wealth, LLC | 0.30% | Add +6.8% | 164,935 | $10.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.3% | 164,578 | $10.6M |
| Checchi Capital Advisers, LLC | 0.67% | Add +2.9% | 163,820 | $10.6M |
| Baker Ellis Asset Management LLC | 1.09% | Reduce -0.8% | 163,084 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -58.4% | 152,299 | $9.9M |
| Cascade Financial Partners, LLC | 0.85% | Add +5.2% | 151,624 | $9.8M |
| Portland Global Advisors LLC | 0.90% | Add +0.5% | 146,694 | $9.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 134,265 | $8.7M |
| Tortoise Investment Management, LLC | 0.62% | Reduce -2.2% | 128,217 | $8.3M |
| Blueline Advisors LLC | 5.61% | Add +6.1% | 125,091 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.2% | 124,454 | $8.1M |
| UBS Group AG | 0.00% | Add +5.5% | 123,043 | $8.0M |
| O'Connor Financial Group LLC | 2.79% | Add +0.6% | 122,017 | $7.9M |
| Bristlecone Value Partners, LLC | 6.18% | Reduce -1.1% | 118,729 | $7.7M |
| Discipline Wealth Solutions, LLC | 0.67% | Reduce -3.4% | 118,161 | $7.6M |
| Stonebridge Wealth Management, LLC | 6.83% | Add +0.6% | 117,940 | $7.6M |
| Pension & Wealth Management Advisors, Inc. | 1.98% | Reduce -3.7% | 113,641 | $7.4M |
| Csenge Advisory Group | 0.29% | Reduce -3.3% | 110,702 | $7.2M |
| BlackRock, Inc. | 0.00% | Add +48.1% | 95,927 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.3% | 94,814 | $6.1M |
| Smith, Moore & Co. | 0.40% | Reduce -10.1% | 84,547 | $6.1M |
| Prosperity Consulting Group, LLC | 0.23% | Reduce -10.3% | 92,842 | $6.0M |
| TRB Wealth Management, LLC | 0.75% | Add +2.7% | 86,696 | $5.6M |
| Shore Point Advisors, LLC | 1.90% | Add +5.4% | 109,806 | $5.6M |
| Spectrum Wealth Advisory Group, LLC | 1.58% | Reduce -3.3% | 85,575 | $5.5M |
| Leibman Financial Services, Inc. | 3.46% | Add +18.9% | 80,367 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 76,254 | $4.9M |
| BKM Wealth Management, LLC | 1.66% | Reduce -8.6% | 72,376 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +3.8% | 68,367 | $4.4M |
| Inlight Wealth Management, LLC | 1.39% | Reduce -4.6% | 67,498 | $4.4M |
| Econ Financial Services Corp | 2.04% | Add +0.7% | 67,391 | $4.4M |
| Causey Wealth LLC | 1.70% | Reduce -1.0% | 67,257 | $4.4M |
| Beckerman Institutional, LLC | 1.95% | Reduce -2.7% | 63,195 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +3.1% | 57,744 | $3.7M |
| United Advisor Group, LLC | 0.38% | Add +0.9% | 54,683 | $3.5M |
| Premier Private Wealth Management LLC | 2.84% | Add +1.8% | 50,238 | $3.3M |
| Haven Private, LLC | 1.22% | Reduce -1.1% | 49,464 | $3.2M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -0.1% | 47,511 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 46,876 | $3.0M |
| Occidental Asset Management, LLC | 0.30% | Reduce -0.6% | 46,063 | $3.0M |
| Midway Capital Research & Management | 2.33% | Add +1.9% | 45,268 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +26.0% | 44,065 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.43% | Add +0.6% | 43,252 | $2.8M |
| WESCAP Management Group, Inc. | 0.52% | Reduce -1.2% | 42,821 | $2.8M |
| Great Point Wealth Advisors, LLC | 0.43% | Reduce -8.2% | 41,317 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 40,918 | $2.6M |
| Global Retirement Partners, LLC | 0.04% | — | 40,222 | $2.6M |
| Sterling Financial Planning, Inc. | 0.69% | Reduce -0.8% | 39,294 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +8.4% | 38,932 | $2.5M |
| Texas Yale Capital Corp. | 0.05% | No change | 38,284 | $2.5M |
| Vista Investment Management | 0.73% | Add +0.7% | 37,313 | $2.4M |
| Sound Stewardship, LLC | 0.99% | Add +6.9% | 37,097 | $2.4M |
| FFG Retirement Advisors LLC | 1.22% | Add +0.8% | 35,756 | $2.3M |
| Marathon Strategic Advisors, LLC | 1.26% | Add +0.2% | 34,561 | $2.2M |
| Family Wealth Partners, LLC | 0.67% | Reduce -1.0% | 33,792 | $2.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.9% | 33,699 | $2.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.54% | Add +3.4% | 32,753 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -2.2% | 30,674 | $2.0M |
| Waterfront Wealth Inc. | 0.30% | Add +6.5% | 30,203 | $2.0M |
| Citadel Advisors | 0.00% | New | 29,755 | $1.9M |
| Lifetime Wealth Management P.C. | 1.12% | Add +29.6% | 29,315 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -0.3% | 28,421 | $1.8M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.6% | 27,069 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -35.8% | 25,871 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.04% | No change | 25,433 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -3.0% | 21,906 | $1.4M |
| Addison Advisors LLC | 0.67% | Reduce -62.4% | 21,834 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -40.5% | 21,037 | $1.4M |
| Financial Harvest, LLC | 0.56% | Add +3.2% | 20,786 | $1.3M |
| Shrier Wealth Management, LLC | 0.45% | Add +0.1% | 20,538 | $1.3M |
| Evanson Financial, LLC | 0.06% | — | 20,209 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.0% | 20,158 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.17% | Reduce -5.5% | 20,151 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.6% | 19,712 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 19,218 | $1.2M |
| W1M Asset Management Ltd | 0.01% | Reduce -1.0% | 18,640 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.9% | 18,579 | $1.2M |
| Whittier Trust Co. | 0.01% | Reduce -16.1% | 17,494 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -12.4% | 17,633 | $1.1M |
| Lodestone Wealth Management LLC | 0.37% | Add +1.6% | 16,315 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -6.4% | 15,680 | $1.0M |
| Boston Family Office LLC | 0.06% | Reduce -4.6% | 15,488 | $1.0M |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.