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 |
| ProVise Management Group, LLC | 0.06% | Reduce -3.5% | 15,451 | $756K |
| Covenant Asset Management, LLC | 0.17% | No change | 15,437 | $755K |
| American Capital Advisory, LLC | 0.41% | Reduce -7.2% | 15,195 | $743K |
| Exchange Capital Management, Inc. | 0.12% | Add +14.8% | 15,046 | $736K |
| Financial Harvest, LLC | 0.61% | — | 14,877 | $728K |
| Biltmore Family Office, LLC | 0.12% | Reduce -2.9% | 14,653 | $717K |
| Columbus Macro, LLC | 0.10% | Add +17.6% | 14,630 | $716K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.6% | 14,457 | $707K |
| Integrated Wealth Concepts LLC | 0.01% | Add +40.2% | 14,360 | $703K |
| Choate Investment Advisors | 0.02% | No change | 14,100 | $690K |
| Kathleen S. Wright Associates Inc. | 0.29% | Reduce -3.3% | 14,024 | $686K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.26% | Add +2.8% | 14,002 | $685K |
| Oxinas Partners, LLC | 0.40% | Add +20.5% | 13,882 | $679K |
| Betterment LLC | 0.00% | Add +2.5% | 13,203 | $646K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.7% | 12,775 | $625K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.4% | 12,345 | $604K |
| AssuredPartners Investment Advisors, LLC | 0.11% | — | 11,913 | $583K |
| Boston Family Office LLC | 0.04% | Add +7.8% | 11,794 | $577K |
| Matisse Capital | 0.29% | No change | 11,518 | $563K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.8% | 11,273 | $552K |
| Leavell Investment Management, Inc. | 0.03% | No change | 11,065 | $541K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -7.1% | 10,511 | $514K |
| Watershed Private Wealth LLC | 0.20% | Reduce -0.1% | 10,485 | $513K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.3% | 10,125 | $495K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.5% | 10,055 | $492K |
| &partners | 0.01% | Add +2.8% | 10,039 | $491K |
| Bank Ozk | 0.20% | No change | 9,895 | $484K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.1% | 9,887 | $483K |
| Flputnam Investment Management Co. | 0.01% | Add +0.3% | 9,721 | $476K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.0% | 9,719 | $475K |
| Cahill Financial Advisors Inc. | 0.06% | New | 9,633 | $471K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -27.8% | 9,557 | $468K |
| Nwam LLC | 0.03% | Reduce -0.4% | 8,737 | $427K |
| Bison Wealth, LLC | 0.05% | — | 8,443 | $413K |
| Hengehold Capital Management LLC | 0.04% | Reduce -97.1% | 8,348 | $408K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.8% | 8,287 | $405K |
| Astra Wealth Partners LLC | 0.38% | — | 8,248 | $404K |
| Mariner, LLC | 0.00% | Reduce -24.0% | 7,930 | $388K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -7.7% | 7,785 | $381K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -18.2% | 7,170 | $351K |
| Focus Partners Wealth | 0.00% | New | 7,150 | $350K |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | — | 7,099 | $347K |
| Wedmont Private Capital | 0.02% | Add +28.3% | 7,237 | $345K |
| Albion Financial Group | 0.02% | No change | 6,595 | $323K |
| Colorado Capital Management, Inc. | 0.15% | Reduce -1.1% | 6,423 | $314K |
| Meridian Financial Partners LLC | 0.15% | Reduce -1.7% | 5,991 | $293K |
| Citadel Advisors | 0.00% | Reduce -97.4% | 5,900 | $289K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.1% | 5,830 | $285K |
| RFG Advisory, LLC | 0.01% | Reduce -5.2% | 5,729 | $280K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,681 | $278K |
| Everest Private Wealth | 0.24% | — | 5,512 | $270K |
| Seed Wealth Management, Inc. | 0.22% | No change | 5,450 | $267K |
| FF Advisors,LLC | 0.18% | Reduce -22.9% | 5,178 | $264K |
| FMR LLC | 0.00% | Reduce -7.3% | 5,367 | $263K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 5,356 | $262K |
| SageView Advisory Group, LLC | 0.01% | New | 5,344 | $261K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -8.7% | 5,295 | $259K |
| Lionshead Wealth Management, LLC | 0.19% | — | 5,268 | $258K |
| StoneX Group Inc. | 0.01% | New | 5,227 | $256K |
| Fairman Group, LLC | 0.21% | Reduce -12.6% | 5,203 | $255K |
| Optima Capital LLC | 0.17% | — | 5,164 | $253K |
| Summit Trail Advisors, LLC | 0.01% | No change | 5,138 | $251K |
| Berger Financial Group, Inc | 0.02% | Add +0.3% | 5,134 | $251K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.0% | 4,901 | $240K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -37.1% | 4,822 | $236K |
| SigFig Wealth Management, LLC | 0.01% | Add +18.1% | 4,790 | $234K |
| Rwa Wealth Partners, LLC | 0.00% | New | 4,702 | $230K |
| Mgo One Seven LLC | 0.01% | Reduce -0.5% | 4,460 | $218K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -5.8% | 4,205 | $206K |
| Modern Wealth Management, LLC | 0.01% | No change | 4,180 | $204K |
| Discipline Wealth Solutions, LLC | 0.09% | Reduce -8.7% | 4,103 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +160.1% | 3,880 | $190K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3495.1% | 3,667 | $179K |
| Capital Analysts, LLC | 0.01% | Reduce -13.2% | 3,525 | $172K |
| SBI Securities Co., Ltd. | 0.01% | — | 3,379 | $165K |
| Aspect Partners, LLC | 0.10% | No change | 3,364 | $165K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 3,200 | $157K |
| Harbour Investments, Inc. | 0.00% | Add +2.3% | 3,089 | $151K |
| Spire Wealth Management | 0.00% | Add +0.2% | 2,981 | $146K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.3% | 2,975 | $146K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,700 | $132K |
| US Bancorp \de | 0.00% | No change | 2,678 | $131K |
| Comerica Bank | 0.00% | No change | 2,581 | $126K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.3% | 2,413 | $118K |
| Blair William & Co. | 0.00% | Reduce -0.4% | 2,342 | $115K |
| IFP Advisors, Inc | 0.00% | Add +44.0% | 2,191 | $107K |
| Creative Financial Designs Inc. | 0.01% | Add +5.5% | 2,151 | $105K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.1% | 2,085 | $102K |
| Bank of Montreal | 0.00% | Reduce -96.6% | 1,563 | $76K |
| Legacy Bridge, LLC | 0.04% | No change | 1,500 | $73K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.8% | 1,484 | $73K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -47.9% | 1,392 | $68K |
| Montag A & Associates Inc. | 0.00% | Add +0.4% | 1,016 | $50K |
| Sandy Spring Bank | 0.00% | Add +0.6% | 974 | $48K |
| Oarsman Capital, Inc. | 0.01% | Reduce -55.4% | 918 | $45K |
| Tidemark, LLC | 0.02% | Reduce -74.9% | 884 | $43K |
| Golden State Wealth Management, LLC | 0.01% | — | 838 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.2% | 800 | $39K |
| Kimelman & Baird, LLC | 0.00% | No change | 763 | $37K |
| Bokf, NA | 0.00% | Reduce -0.1% | 774 | $37K |
| Colonial Trust Co / SC | 0.01% | New | 691 | $34K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 651 | $32K |
| Venturi Wealth Management, LLC | 0.00% | No change | 628 | $31K |
| Founders Financial Alliance, LLC | 0.01% | No change | 555 | $27K |
| Rothschild Investment LLC | 0.00% | Reduce -48.0% | 466 | $23K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 466 | $23K |
| NBT Bank, N.A. | 0.00% | No change | 423 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 410 | $20K |
| MAI Capital Management | 0.00% | New | 400 | $20K |
| Transce3nd, LLC | 0.01% | — | 317 | $16K |
| Mainstream Capital Management LLC | 0.01% | New | 313 | $15K |
| Synergy Investment Management, LLC | 0.01% | — | 310 | $15K |
| Private Trust Co. NA | 0.00% | No change | 292 | $14K |
| Broadwater Capital Management LLC | 0.01% | No change | 279 | $14K |
| Principal Securities, Inc. | 0.00% | Reduce -5.3% | 214 | $10K |
| Ridgewood Investments LLC | 0.00% | No change | 206 | $10K |
| ORG Partners LLC | 0.00% | New | 196 | $10K |
| Cwm, LLC | 0.00% | No change | 177 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -79.5% | 180 | $9K |
| WR Wealth Planners, LLC | 0.00% | No change | 164 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 164 | $8K |
| Millstone Evans Group, LLC | 0.01% | — | 153 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 153 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 143 | $7K |
| Allworth Financial LP | 0.00% | No change | 121 | $6K |
| Sachetta, LLC | 0.00% | Reduce -10.5% | 119 | $6K |
| Stonebridge Financial Group, LLC | 0.00% | — | 64 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -6.2% | 61 | $3K |
| LRI Investments, LLC | 0.00% | No change | 50 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -29.3% | 41 | $2K |
| Covestor Ltd | 0.00% | No change | 36 | $2K |
| Financial Life Planners | 0.00% | — | 20 | $985 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16 | $783 |
| FLP Wealth Management, LLC | 0.00% | — | 15 | $734 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $697 |
| Lanark Financial, Inc. | 0.06% | — | 13 | $659 |
| Asset Dedication, LLC | 0.00% | No change | 13 | $636 |
| AE Wealth Management LLC | 0.00% | New | 13 | $636 |
| Continuum Advisory, LLC | 0.00% | No change | 8 | $391 |
| BNP Paribas Financial Markets | 0.00% | New | 7 | $342 |
| St Germain D J Co. Inc. | 0.00% | No change | 3 | $147 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 2 | $98 |
| Blue Trust, Inc. | 0.00% | No change | 1 | $49 |
| Evergreen Private Wealth LLC | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.