Wisdomtree Em Small CapDGSETF
13F holders, Q1 2024 (March 31)221holders
2famous investors
$50.85avg. 13F price*
At the end of Q1 2024, 221 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings. The largest holders were Creative Planning ($1.2B), Jane Street Group, LLC ($74.1M) and Bank of America Corp. ($64.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wisdomtree Em Small Cap
- CUSIP
- 97717W281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $87.4M |
| Exits | 16 | $4.3M |
Ownership 221 holders
| Creative Planning | 1.30% | Reduce -29.5% | 23,129,168 | $1.2B |
| Jane Street Group, LLC | 0.10% | New | 1,457,177 | $74.1M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,272,383 | $64.7M |
| Unison Advisors LLC | 5.66% | Add +1.7% | 1,126,926 | $57.3M |
| Cerity Partners LLC | 0.10% | Add +0.7% | 778,462 | $39.6M |
| Morgan Stanley | 0.00% | Add +3.8% | 657,705 | $33.5M |
| HighTower Advisors, LLC | 0.05% | Add +6.9% | 562,589 | $28.6M |
| LPL Financial LLC | 0.01% | Add +8.9% | 502,575 | $25.6M |
| National Bank of Canada | 0.04% | Add +2.0% | 404,556 | $21.0M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 389,100 | $19.8M |
| Financial Planning & Information Services, Inc. | 2.97% | Reduce -3.0% | 388,337 | $19.8M |
| Boston Financial Mangement LLC | 0.60% | Add +2.0% | 370,016 | $18.8M |
| Old Mission Capital LLC | 0.40% | Add +1090.3% | 324,832 | $16.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.3% | 308,530 | $15.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 299,208 | $15.2M |
| Great Valley Advisor Group, Inc. | 0.45% | Reduce -6.0% | 290,414 | $14.8M |
| Hengehold Capital Management LLC | 1.55% | Add +0.3% | 286,253 | $14.6M |
| Victory Capital Management Inc. | 0.01% | No change | 284,323 | $14.5M |
| Eastern Bank | 0.58% | Reduce -30.3% | 274,857 | $14.0M |
| BIP Wealth, LLC | 0.95% | Add +2.3% | 255,198 | $13.0M |
| Mfa Wealth Advisors, LLC | 3.13% | Add +0.1% | 234,397 | $11.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +11.7% | 224,139 | $11.4M |
| Relative Value Partners Group, LLC | 0.66% | Add +1.6% | 215,587 | $10.4M |
| UBS Group AG | 0.00% | Add +0.1% | 203,285 | $10.3M |
| Efficient Advisors, LLC | 0.66% | Add +0.5% | 202,757 | $10.3M |
| Csenge Advisory Group | 0.57% | Reduce -1.8% | 199,642 | $10.2M |
| Checchi Capital Advisers, LLC | 0.79% | Reduce -3.0% | 197,958 | $10.1M |
| Prosperity Consulting Group, LLC | 1.26% | New | 197,913 | $10.1M |
| Tortoise Investment Management, LLC | 1.16% | Add +13.1% | 188,505 | $9.6M |
| Neumann Capital Management, LLC | 3.10% | Add +2.8% | 171,211 | $8.7M |
| Fifth Third Bancorp | 0.03% | Add +9.6% | 166,154 | $8.5M |
| Park Avenue Securities LLC | 0.10% | Add +8.4% | 159,214 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Add +916.0% | 155,609 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 155,408 | $7.9M |
| Citadel Advisors | 0.01% | Add +1485.7% | 149,899 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.7% | 128,707 | $6.5M |
| Laurel Wealth Planning LLC | 4.23% | Add +10.4% | 125,238 | $6.4M |
| Baker Ellis Asset Management LLC | 0.91% | Reduce -1.8% | 119,996 | $6.1M |
| Cascade Financial Partners, LLC | 0.85% | — | 116,579 | $5.9M |
| Portland Global Advisors LLC | 0.80% | Add +8.4% | 115,135 | $5.9M |
| Shore Point Advisors, LLC | 3.32% | Add +2.6% | 114,353 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1.7% | 107,341 | $5.5M |
| Pension & Wealth Management Advisors, Inc. | 3.28% | Add +8.1% | 98,138 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +413.6% | 97,122 | $4.9M |
| O'Connor Financial Group LLC | 2.82% | Add +32.7% | 93,184 | $4.7M |
| Great Point Wealth Advisors, LLC | 1.08% | Reduce -66.8% | 91,123 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +1.3% | 81,413 | $4.1M |
| Smith, Moore & Co. | 0.42% | Add +1.1% | 76,781 | $3.9M |
| BKM Wealth Management, LLC | 1.66% | Reduce -99.1% | 75,758 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.9% | 68,797 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +256.6% | 68,334 | $3.5M |
| Renaissance Technologies | 0.01% | Add +109.3% | 62,800 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.8% | 62,162 | $3.2M |
| Invenio Wealth Partners LLC | 1.67% | Add +121.4% | 61,101 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.3% | 57,815 | $2.9M |
| Sound Stewardship, LLC | 1.76% | Reduce -7.9% | 57,118 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 50,742 | $2.6M |
| Texas Yale Capital Corp. | 0.11% | No change | 50,057 | $2.5M |
| Nicholas Hoffman & Company, LLC. | 0.13% | Add +5.2% | 49,141 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.46% | Add +1.9% | 48,678 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.9% | 48,513 | $2.5M |
| Quantum Portfolio Management LLC | 1.39% | Add +55.7% | 48,048 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +7.9% | 47,409 | $2.4M |
| AlphaQ Advisors LLC | 1.45% | Reduce -8.9% | 47,261 | $2.4M |
| WESCAP Management Group, Inc. | 0.64% | Add +0.4% | 43,403 | $2.2M |
| Addison Advisors LLC | 0.75% | Add +10.3% | 43,151 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.4% | 40,588 | $2.1M |
| Global Retirement Partners, LLC | 0.07% | Add +9.8% | 39,387 | $2.0M |
| CoreCap Advisors, LLC | 0.10% | Add +597.1% | 38,601 | $2.0M |
| Sterling Financial Planning, Inc. | 0.78% | Add +2.9% | 38,085 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.5% | 36,917 | $1.9M |
| Whittier Trust Co. | 0.03% | Add +1.3% | 35,480 | $1.8M |
| Vista Investment Management | 0.69% | No change | 33,226 | $1.7M |
| United Advisor Group, LLC | 0.60% | New | 31,272 | $1.6M |
| FFG Retirement Advisors LLC | 1.11% | Add +3.0% | 31,093 | $1.6M |
| Family Wealth Partners, LLC | 0.88% | Reduce -6.6% | 30,450 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.4% | 30,435 | $1.5M |
| Insight Advisors, LLC/ PA | 0.30% | Add +16.6% | 30,219 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 30,075 | $1.5M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.1% | 28,818 | $1.5M |
| Raymond James & Associates | 0.00% | Add +15.2% | 26,922 | $1.4M |
| Marathon Strategic Advisors, LLC | 1.62% | Add +2.1% | 26,120 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 25,324 | $1.3M |
| Moser Wealth Advisors, LLC | 0.72% | Add +12.2% | 25,313 | $1.3M |
| ProVise Management Group, LLC | 0.11% | Reduce -2.3% | 25,037 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.6% | 23,783 | $1.2M |
| Occidental Asset Management, LLC | 0.22% | Add +2.9% | 23,479 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +22.4% | 22,743 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.5% | 21,771 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Reduce -4.3% | 21,708 | $1.1M |
| Betterment LLC | 0.00% | Add +4.1% | 21,565 | $1.1M |
| Avaii Wealth Management, LLC | 0.63% | Reduce -6.2% | 21,032 | $1.1M |
| Smartleaf Asset Management LLC | 0.20% | Reduce -8.2% | 20,321 | $1.0M |
| Waterfront Wealth Inc. | 0.27% | Reduce -14.3% | 19,330 | $978K |
| Trustmark Bank Trust Department | 0.08% | Reduce -13.8% | 18,985 | $966K |
| Kathleen S. Wright Associates Inc. | 0.44% | Reduce -7.9% | 18,391 | $935K |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 18,352 | $933K |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -60.0% | 17,662 | $898K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.36% | Reduce -8.7% | 17,417 | $886K |
| Corient Private Wealth LP | 0.00% | Add +7.0% | 16,627 | $846K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.