Wisdomtree Em Small CapDGSETF
13F holders, Q4 2024 (December 31)244holders +11
13new positions
20sold out
2famous investors
$48.92avg. 13F price*
At the end of Q4 2024, 244 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, up 11 from Q3 2024. 13 opened new positions and 20 sold out. The largest holders were Creative Planning ($436.5M), Bank of America Corp. ($58.7M) and Unison Advisors LLC ($39.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.5M |
| Exits | 20 | $5.1M |
All 13F filers, Q3 2024 → Q4 2024: 915,794 shares bought and 5,631,313 shares sold, net −4,715,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Creative Planning | 0.42% | Reduce -31.9% | 8,923,341 | $436.5M |
| Bank of America Corp. | 0.01% | Add +1.8% | 1,198,946 | $58.7M |
| Unison Advisors LLC | 4.70% | Reduce -1.1% | 807,457 | $39.5M |
| CW Advisors, LLC | 0.44% | Add +1.7% | 651,787 | $31.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -5.5% | 535,826 | $26.2M |
| National Bank of Canada | 0.03% | Add +28.1% | 535,590 | $26.2M |
| Morgan Stanley | 0.00% | Reduce -25.7% | 532,548 | $26.1M |
| LPL Financial LLC | 0.01% | Add +0.8% | 513,970 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 393,243 | $19.2M |
| Old Mission Capital LLC | 0.44% | Reduce -39.2% | 388,722 | $19.0M |
| Boston Financial Mangement LLC | 0.54% | Add +0.8% | 366,668 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +143.2% | 365,074 | $17.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.1% | 319,733 | $15.6M |
| Wells Fargo & Company | 0.00% | Reduce -21.0% | 294,113 | $14.4M |
| Victory Capital Management Inc. | 0.01% | No change | 284,323 | $13.9M |
| Eastern Bank | 0.25% | Add +0.3% | 278,911 | $13.6M |
| NorthCoast Asset Management LLC | 0.06% | Add +5.5% | 266,580 | $13.0M |
| BIP Wealth, LLC | 0.87% | Add +3.3% | 264,513 | $12.9M |
| Mfa Wealth Advisors, LLC | 3.22% | Add +11.1% | 256,952 | $12.6M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +7.0% | 246,357 | $12.1M |
| Tortoise Investment Management, LLC | 1.24% | Add +3.8% | 239,577 | $11.7M |
| Raymond James Financial Inc. | 0.00% | — | 223,929 | $11.0M |
| Fifth Third Bancorp | 0.04% | Add +19.2% | 209,408 | $10.2M |
| Park Avenue Securities LLC | 0.10% | Add +9.9% | 206,962 | $10.1M |
| Cerity Partners LLC | 0.02% | Reduce -6.3% | 202,344 | $9.9M |
| Efficient Advisors, LLC | 0.61% | Add +4.1% | 193,603 | $9.5M |
| UBS Group AG | 0.00% | Reduce -1.4% | 188,738 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +28.7% | 181,008 | $8.9M |
| Checchi Capital Advisers, LLC | 0.64% | Reduce -23.7% | 174,561 | $8.5M |
| Neumann Capital Management, LLC | 2.70% | Add +0.6% | 166,321 | $8.1M |
| Csenge Advisory Group | 0.42% | Reduce -4.9% | 158,691 | $7.8M |
| Spectrum Wealth Advisory Group, LLC | 3.40% | Add +24.0% | 147,381 | $7.2M |
| Prosperity Consulting Group, LLC | 0.53% | Reduce -10.5% | 143,871 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.7% | 132,186 | $6.5M |
| Cascade Financial Partners, LLC | 0.83% | Add +3.8% | 130,469 | $6.4M |
| Portland Global Advisors LLC | 0.80% | Add +2.6% | 129,427 | $6.3M |
| Baker Ellis Asset Management LLC | 0.91% | Add +1.7% | 126,814 | $6.2M |
| Pension & Wealth Management Advisors, Inc. | 2.25% | Add +10.3% | 115,019 | $5.6M |
| Causey Wealth LLC | 3.18% | — | 111,451 | $5.5M |
| Inlight Wealth Management, LLC | 3.15% | — | 111,450 | $5.5M |
| Laurel Wealth Planning LLC | 3.42% | Reduce -11.1% | 108,409 | $5.3M |
| O'Connor Financial Group LLC | 2.70% | Add +3.7% | 105,718 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.3% | 103,133 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +1676.0% | 101,604 | $5.0M |
| Invenio Wealth Partners LLC | 1.80% | Add +12.6% | 87,912 | $4.3M |
| Smith, Moore & Co. | 0.39% | Add +2.0% | 86,288 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 83,167 | $4.1M |
| BKM Wealth Management, LLC | 1.58% | Add +1.2% | 78,837 | $3.9M |
| Great Point Wealth Advisors, LLC | 0.83% | Reduce -8.2% | 77,420 | $3.8M |
| Shore Point Advisors, LLC | 2.02% | Reduce -35.5% | 76,719 | $3.8M |
| Avos Capital Management, LLC | 2.80% | — | 70,943 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 65,669 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +4.0% | 64,131 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +13.4% | 62,760 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.1% | 57,345 | $2.8M |
| Beckerman Institutional, LLC | 2.14% | Add +7.0% | 54,609 | $2.7M |
| United Advisor Group, LLC | 0.51% | Add +20.5% | 52,321 | $2.6M |
| Addison Advisors LLC | 0.69% | Add +2.0% | 50,455 | $2.5M |
| Texas Yale Capital Corp. | 0.10% | No change | 50,058 | $2.4M |
| WESCAP Management Group, Inc. | 0.59% | Add +2.4% | 49,593 | $2.4M |
| Haven Private, LLC | 1.35% | — | 49,346 | $2.4M |
| Alpha Omega Wealth Management LLC | 0.45% | Add +1.1% | 48,846 | $2.4M |
| CoreCap Advisors, LLC | 0.11% | Reduce -4.5% | 48,176 | $2.4M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Reduce -9.8% | 47,329 | $2.3M |
| Defined Financial Planning LLC | 2.22% | — | 42,441 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 42,414 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +2.4% | 40,913 | $2.0M |
| Insight Advisors, LLC/ PA | 0.34% | Add +9.0% | 40,723 | $2.0M |
| Global Retirement Partners, LLC | 0.06% | Add +1.4% | 40,292 | $2.0M |
| Sterling Financial Planning, Inc. | 0.72% | Add +1.0% | 40,257 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -16.6% | 40,097 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +7.2% | 39,763 | $1.9M |
| Vista Investment Management | 0.71% | Add +1.3% | 38,246 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +4.8% | 38,059 | $1.9M |
| Quantum Portfolio Management LLC | 0.96% | Reduce -4.3% | 36,665 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -28.9% | 35,400 | $1.7M |
| Whittier Trust Co. | 0.02% | Reduce -1.4% | 34,949 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +44.4% | 34,810 | $1.7M |
| Family Wealth Partners, LLC | 0.81% | Add +16.9% | 34,795 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.1% | 33,371 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +3.0% | 32,474 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | Add +91.9% | 31,248 | $1.5M |
| Sound Stewardship, LLC | 0.90% | Add +0.8% | 31,022 | $1.5M |
| FFG Retirement Advisors LLC | 0.97% | Reduce -0.1% | 30,327 | $1.5M |
| Marathon Strategic Advisors, LLC | 1.60% | Add +6.4% | 30,177 | $1.5M |
| Occidental Asset Management, LLC | 0.21% | Add +12.2% | 27,708 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.6% | 27,703 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -9.1% | 25,494 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +53.3% | 23,969 | $1.2M |
| Moser Wealth Advisors, LLC | 0.60% | Reduce -6.2% | 23,658 | $1.2M |
| Renaissance Technologies | 0.00% | New | 22,000 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Reduce -2.4% | 21,821 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | Add +2.9% | 21,537 | $1.1M |
| Waterfront Wealth Inc. | 0.24% | Add +0.4% | 20,425 | $999K |
| Corient Private Wealth LP | 0.00% | Reduce -4.0% | 19,450 | $951K |
| Osaic Holdings, Inc. | 0.00% | Add +27.2% | 18,607 | $910K |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.7% | 18,149 | $888K |
| Trustmark Bank Trust Department | 0.06% | No change | 17,676 | $865K |
| Bison Wealth, LLC | 0.17% | Reduce -62.5% | 15,996 | $783K |
| Independent Advisor Alliance | 0.01% | New | 15,538 | $760K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.