Wisdomtree Em Small CapDGSETF
13F holders, Q3 2024 (September 30)233holders +3
22new positions
19sold out
1famous investor
$53.68avg. 13F price*
At the end of Q3 2024, 233 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, up 3 from Q2 2024. 22 opened new positions and 19 sold out. The largest holders were Creative Planning ($703.2M), Bank of America Corp. ($63.2M) and Unison Advisors LLC ($43.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Em Small Cap
- CUSIP
- 97717W281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $61.0M |
| Exits | 19 | $5.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,958,060 shares bought and 4,463,088 shares sold, net −2,505,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Creative Planning | 0.70% | Reduce -20.5% | 13,094,257 | $703.2M |
| Bank of America Corp. | 0.01% | Add +0.1% | 1,177,409 | $63.2M |
| Unison Advisors LLC | 5.27% | Reduce -0.8% | 816,378 | $43.8M |
| Morgan Stanley | 0.00% | Add +4.9% | 716,741 | $38.5M |
| CW Advisors, LLC | 0.46% | New | 640,785 | $34.4M |
| Old Mission Capital LLC | 0.75% | Add +34.3% | 639,373 | $34.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.9% | 567,284 | $30.5M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 509,917 | $27.4M |
| National Bank of Canada | 0.03% | Reduce -0.0% | 418,232 | $22.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.5% | 375,734 | $20.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 372,237 | $20.0M |
| Boston Financial Mangement LLC | 0.58% | Reduce -2.1% | 363,710 | $19.5M |
| Financial Planning & Information Services, Inc. | 2.69% | Reduce -3.3% | 363,121 | $19.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +14.6% | 316,103 | $17.0M |
| Hengehold Capital Management LLC | 1.46% | Add +0.8% | 286,360 | $15.4M |
| Victory Capital Management Inc. | 0.01% | No change | 284,323 | $15.3M |
| Eastern Bank | 0.27% | Add +0.7% | 277,951 | $14.9M |
| BIP Wealth, LLC | 0.94% | Add +11.2% | 256,093 | $13.8M |
| NorthCoast Asset Management LLC | 0.10% | New | 252,739 | $13.5M |
| Mfa Wealth Advisors, LLC | 2.72% | Reduce -1.7% | 231,204 | $12.4M |
| Tortoise Investment Management, LLC | 1.30% | Add +10.4% | 230,919 | $12.4M |
| Great Valley Advisor Group, Inc. | 0.30% | Add +0.8% | 230,290 | $12.4M |
| Checchi Capital Advisers, LLC | 0.92% | Add +13.7% | 228,842 | $12.3M |
| Citadel Advisors | 0.01% | Add +369.4% | 223,914 | $12.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +2.9% | 220,952 | $11.9M |
| Cerity Partners LLC | 0.03% | Reduce -72.2% | 215,852 | $11.6M |
| UBS Group AG | 0.00% | Reduce -6.8% | 191,431 | $10.3M |
| Park Avenue Securities LLC | 0.11% | Add +8.9% | 188,325 | $10.1M |
| Efficient Advisors, LLC | 0.63% | Reduce -0.0% | 185,970 | $10.0M |
| Fifth Third Bancorp | 0.03% | Add +5.3% | 175,616 | $9.4M |
| Neumann Capital Management, LLC | 2.95% | Reduce -2.8% | 165,334 | $8.9M |
| Csenge Advisory Group | 0.46% | Reduce -6.2% | 166,872 | $8.8M |
| Prosperity Consulting Group, LLC | 0.67% | Reduce -6.1% | 160,731 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 150,144 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +150.1% | 140,674 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.9% | 130,017 | $7.0M |
| Portland Global Advisors LLC | 0.85% | Add +4.6% | 126,200 | $6.8M |
| Baker Ellis Asset Management LLC | 0.95% | Add +3.9% | 124,717 | $6.7M |
| Laurel Wealth Planning LLC | 4.28% | Reduce -5.6% | 121,961 | $6.5M |
| Cascade Financial Partners, LLC | 0.82% | Add +3.6% | 125,743 | $6.5M |
| Shore Point Advisors, LLC | 3.42% | Add +1.2% | 119,009 | $6.4M |
| Spectrum Wealth Advisory Group, LLC | 3.58% | New | 118,843 | $6.4M |
| Pension & Wealth Management Advisors, Inc. | 2.87% | Add +4.8% | 104,282 | $5.6M |
| O'Connor Financial Group LLC | 2.88% | Add +7.2% | 101,985 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.8% | 101,781 | $5.5M |
| Smith, Moore & Co. | 0.43% | Add +9.5% | 84,598 | $4.5M |
| Great Point Wealth Advisors, LLC | 0.97% | Reduce -0.6% | 84,305 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.0% | 82,653 | $4.4M |
| Invenio Wealth Partners LLC | 1.81% | Add +14.2% | 78,058 | $4.2M |
| BKM Wealth Management, LLC | 1.70% | Add +0.0% | 77,870 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 66,730 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 61,684 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.0% | 56,141 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +20.6% | 55,318 | $3.0M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Add +1.4% | 52,484 | $2.8M |
| Beckerman Institutional, LLC | 2.31% | — | 51,057 | $2.7M |
| CoreCap Advisors, LLC | 0.13% | Add +23.3% | 50,444 | $2.7M |
| Texas Yale Capital Corp. | 0.12% | No change | 50,058 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.1% | 49,786 | $2.7M |
| Addison Advisors LLC | 0.74% | Add +0.8% | 49,455 | $2.7M |
| WESCAP Management Group, Inc. | 0.65% | Add +9.8% | 48,451 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.48% | Add +0.3% | 48,312 | $2.6M |
| Bank of Montreal | 0.00% | Add +2526.2% | 45,958 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.9% | 48,090 | $2.4M |
| United Advisor Group, LLC | 0.53% | Add +19.0% | 43,435 | $2.3M |
| Bison Wealth, LLC | 0.37% | New | 42,686 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +11.7% | 41,704 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -17.9% | 39,974 | $2.1M |
| Sterling Financial Planning, Inc. | 0.79% | Add +1.9% | 39,862 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.0% | 39,747 | $2.1M |
| Quantum Portfolio Management LLC | 1.11% | Reduce -21.1% | 38,318 | $2.1M |
| Vista Investment Management | 0.76% | Add +16.0% | 37,761 | $2.0M |
| Insight Advisors, LLC/ PA | 0.35% | Add +5.5% | 37,355 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +14.4% | 37,082 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.1% | 36,318 | $2.0M |
| Whittier Trust Co. | 0.03% | No change | 35,452 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -7.2% | 31,524 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +34.5% | 31,147 | $1.7M |
| Sound Stewardship, LLC | 0.93% | Reduce -4.3% | 30,767 | $1.7M |
| FFG Retirement Advisors LLC | 1.06% | Add +0.3% | 30,351 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.5% | 30,056 | $1.6M |
| Family Wealth Partners, LLC | 0.82% | Reduce -4.3% | 29,770 | $1.6M |
| Raymond James & Associates | 0.00% | Add +4.5% | 28,913 | $1.6M |
| Marathon Strategic Advisors, LLC | 1.61% | Add +7.6% | 28,358 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | New | 28,056 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 27,878 | $1.5M |
| Moser Wealth Advisors, LLC | 0.70% | Add +0.6% | 25,221 | $1.4M |
| Occidental Asset Management, LLC | 0.21% | Reduce -0.1% | 24,699 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 24,106 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.7% | 23,530 | $1.3M |
| Evanson Asset Management, LLC | 0.08% | Add +0.3% | 22,349 | $1.2M |
| Smartleaf Asset Management LLC | 0.14% | Add +0.1% | 20,921 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 20,256 | $1.1M |
| Waterfront Wealth Inc. | 0.26% | Reduce -4.8% | 20,344 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 18,449 | $991K |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.2% | 18,020 | $968K |
| Trustmark Bank Trust Department | 0.07% | Reduce -5.5% | 17,676 | $949K |
| Lodestone Wealth Management LLC | 0.45% | Reduce -12.4% | 16,586 | $891K |
| American Capital Advisory, LLC | 0.51% | Add +5.9% | 16,374 | $879K |
| Flow Traders U.S. LLC | 0.04% | Reduce -73.5% | 16,280 | $874K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.