Wisdomtree Em Small CapDGSETF
13F holders, Q2 2024 (June 30)230holders +9
23new positions
15sold out
2famous investors
$51.44avg. 13F price*
At the end of Q2 2024, 230 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, up 9 from Q1 2024. 23 opened new positions and 15 sold out. The largest holders were Creative Planning ($847.1M), Bank of America Corp. ($60.5M) and Unison Advisors LLC ($42.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $8.5M |
| Exits | 15 | $14.8M |
All 13F filers, Q1 2024 → Q2 2024: 661,106 shares bought and 9,345,104 shares sold, net −8,683,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Creative Planning | 0.90% | Reduce -28.8% | 16,468,359 | $847.1M |
| Bank of America Corp. | 0.01% | Reduce -7.5% | 1,176,642 | $60.5M |
| Unison Advisors LLC | 5.31% | Reduce -26.9% | 823,197 | $42.3M |
| Cerity Partners LLC | 0.11% | Reduce -0.4% | 775,580 | $39.9M |
| Morgan Stanley | 0.00% | Add +3.9% | 683,010 | $35.1M |
| HighTower Advisors, LLC | 0.05% | Add +1.7% | 572,213 | $29.4M |
| LPL Financial LLC | 0.01% | Add +2.9% | 517,279 | $26.6M |
| Old Mission Capital LLC | 0.64% | Add +46.5% | 475,983 | $24.5M |
| National Bank of Canada | 0.03% | Add +3.4% | 418,329 | $21.5M |
| Financial Planning & Information Services, Inc. | 2.95% | Reduce -3.3% | 375,434 | $19.3M |
| Wells Fargo & Company | 0.01% | Reduce -3.6% | 374,889 | $19.3M |
| Boston Financial Mangement LLC | 0.61% | Add +0.4% | 371,370 | $19.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.9% | 352,866 | $18.2M |
| Victory Capital Management Inc. | 0.01% | No change | 284,323 | $14.6M |
| Hengehold Capital Management LLC | 1.52% | Reduce -0.8% | 284,084 | $14.6M |
| Eastern Bank | 0.57% | Add +0.5% | 276,139 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.6% | 275,833 | $14.2M |
| Mfa Wealth Advisors, LLC | 2.65% | Add +0.3% | 235,134 | $12.1M |
| BIP Wealth, LLC | 0.97% | Reduce -9.8% | 230,302 | $11.8M |
| Great Valley Advisor Group, Inc. | 0.33% | Reduce -21.3% | 228,564 | $11.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.2% | 214,739 | $11.0M |
| Tortoise Investment Management, LLC | 1.23% | Add +10.9% | 209,091 | $10.8M |
| UBS Group AG | 0.00% | Add +1.0% | 205,328 | $10.6M |
| Checchi Capital Advisers, LLC | 0.82% | Add +1.6% | 201,226 | $10.4M |
| Efficient Advisors, LLC | 0.62% | Reduce -8.3% | 185,993 | $9.6M |
| Csenge Advisory Group | 0.52% | Reduce -10.9% | 177,871 | $9.1M |
| Park Avenue Securities LLC | 0.11% | Add +8.6% | 172,955 | $8.9M |
| Prosperity Consulting Group, LLC | 1.19% | Reduce -13.5% | 171,240 | $8.8M |
| Neumann Capital Management, LLC | 3.01% | Reduce -0.7% | 170,023 | $8.7M |
| Fifth Third Bancorp | 0.03% | Add +0.4% | 166,825 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 153,011 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.9% | 131,181 | $6.7M |
| Laurel Wealth Planning LLC | 4.62% | Add +3.1% | 129,154 | $6.6M |
| Cascade Financial Partners, LLC | 0.82% | Add +4.1% | 121,351 | $6.2M |
| Portland Global Advisors LLC | 0.84% | Add +4.8% | 120,698 | $6.2M |
| Baker Ellis Asset Management LLC | 0.93% | Add +0.1% | 120,077 | $6.2M |
| Shore Point Advisors, LLC | 3.44% | Add +2.9% | 117,616 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -3.4% | 103,676 | $5.3M |
| Pension & Wealth Management Advisors, Inc. | 2.94% | Add +1.4% | 99,534 | $5.1M |
| O'Connor Financial Group LLC | 2.85% | Add +2.1% | 95,125 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -42.5% | 89,552 | $4.6M |
| Great Point Wealth Advisors, LLC | 1.00% | Reduce -6.9% | 84,802 | $4.4M |
| Jane Street Group, LLC | 0.00% | Reduce -94.2% | 84,254 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 81,801 | $4.2M |
| BKM Wealth Management, LLC | 1.93% | Add +2.8% | 77,861 | $4.0M |
| Smith, Moore & Co. | 0.41% | Add +0.7% | 77,288 | $4.0M |
| Invenio Wealth Partners LLC | 1.74% | Add +11.9% | 68,355 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 67,359 | $3.5M |
| Flow Traders U.S. LLC | 0.16% | New | 61,387 | $3.2M |
| Cetera Investment Advisers | 0.01% | Reduce -10.2% | 61,384 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +3.2% | 59,666 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.0% | 58,463 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +42.8% | 57,973 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +10.8% | 56,238 | $2.9M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Add +5.3% | 51,764 | $2.7M |
| Texas Yale Capital Corp. | 0.12% | Add +0.0% | 50,058 | $2.6M |
| Addison Advisors LLC | 0.81% | Add +13.8% | 49,084 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +175.7% | 48,688 | $2.5M |
| Quantum Portfolio Management LLC | 1.43% | Add +1.0% | 48,535 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | No change | 48,513 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.47% | Reduce -1.0% | 48,180 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -68.2% | 47,700 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.8% | 45,876 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -3.3% | 45,866 | $2.4M |
| WESCAP Management Group, Inc. | 0.64% | Add +1.6% | 44,113 | $2.3M |
| CoreCap Advisors, LLC | 0.22% | Add +6.0% | 40,919 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Add +0.9% | 39,762 | $2.0M |
| Sterling Financial Planning, Inc. | 0.82% | Add +2.7% | 39,123 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +47.5% | 37,345 | $1.9M |
| United Advisor Group, LLC | 0.58% | Add +16.7% | 36,492 | $1.9M |
| Whittier Trust Co. | 0.03% | Reduce -0.1% | 35,452 | $1.8M |
| Insight Advisors, LLC/ PA | 0.33% | Add +17.1% | 35,392 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -7.9% | 33,984 | $1.7M |
| Vista Investment Management | 0.68% | Reduce -2.0% | 32,552 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +6.5% | 32,409 | $1.7M |
| Sound Stewardship, LLC | 1.01% | Reduce -43.7% | 32,155 | $1.7M |
| Family Wealth Partners, LLC | 0.83% | Add +2.1% | 31,092 | $1.6M |
| FFG Retirement Advisors LLC | 1.08% | Reduce -2.7% | 30,263 | $1.6M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -3.3% | 27,878 | $1.4M |
| Raymond James & Associates | 0.00% | Add +2.8% | 27,682 | $1.4M |
| Marathon Strategic Advisors, LLC | 1.58% | Add +0.9% | 26,357 | $1.4M |
| Moser Wealth Advisors, LLC | 0.70% | Reduce -1.0% | 25,070 | $1.3M |
| Occidental Asset Management, LLC | 0.22% | Add +5.3% | 24,717 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -61.3% | 24,300 | $1.2M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 23,944 | $1.2M |
| Quadrature Capital Ltd | 0.02% | New | 23,444 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.6% | 23,166 | $1.2M |
| Betterment LLC | 0.00% | Add +6.3% | 22,916 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | Add +2.7% | 22,293 | $1.1M |
| Waterfront Wealth Inc. | 0.30% | Add +10.5% | 21,366 | $1.1M |
| ProVise Management Group, LLC | 0.09% | Reduce -16.5% | 20,899 | $1.1M |
| Smartleaf Asset Management LLC | 0.17% | Add +2.8% | 20,892 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +20.9% | 20,109 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 19,354 | $996K |
| Lodestone Wealth Management LLC | 0.51% | New | 18,939 | $974K |
| Trustmark Bank Trust Department | 0.08% | Reduce -1.5% | 18,702 | $962K |
| Avaii Wealth Management, LLC | 0.53% | Reduce -12.4% | 18,417 | $947K |
| Avantax Advisory Services, Inc. | 0.01% | Add +350.3% | 17,806 | $916K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.36% | Reduce -1.4% | 17,175 | $883K |
| Covenant Asset Management, LLC | 0.18% | Reduce -3.3% | 15,737 | $810K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.