Wisdomtree Em Small CapDGSETF
13F holders, Q1 2025 (March 31)225holders −19
18new positions
33sold out
1famous investor
$48.31avg. 13F price*
At the end of Q1 2025, 225 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, down 19 from Q4 2024. 18 opened new positions and 33 sold out. The largest holders were Creative Planning ($340.0M), Bank of America Corp. ($52.9M) and Unison Advisors LLC ($34.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $26.3M |
| Exits | 33 | $37.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,085,122 shares bought and 4,222,622 shares sold, net −3,137,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Creative Planning | 0.32% | Reduce -21.1% | 7,037,588 | $340.0M |
| Bank of America Corp. | 0.00% | Reduce -8.7% | 1,095,228 | $52.9M |
| Unison Advisors LLC | 4.42% | Reduce -11.0% | 718,522 | $34.7M |
| CW Advisors, LLC | 0.39% | Add +4.4% | 680,695 | $32.9M |
| HighTower Advisors, LLC | 0.04% | Add +6.7% | 571,754 | $27.6M |
| National Bank of Canada | 0.03% | Add +1.7% | 544,464 | $26.3M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 489,487 | $23.6M |
| LPL Financial LLC | 0.01% | Reduce -18.3% | 420,120 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.4% | 398,749 | $19.3M |
| Old Mission Capital LLC | 0.37% | Add +1.7% | 395,232 | $19.1M |
| Captrust Financial Advisors | 0.04% | New | 371,009 | $17.9M |
| NorthCoast Asset Management LLC | 0.07% | Add +2.6% | 273,414 | $13.2M |
| Mfa Wealth Advisors, LLC | 3.27% | Add +6.4% | 273,310 | $13.2M |
| Great Valley Advisor Group, Inc. | 0.27% | Add +4.5% | 257,389 | $12.4M |
| Tortoise Investment Management, LLC | 1.29% | Add +7.2% | 256,840 | $12.4M |
| Fifth Third Bancorp | 0.05% | Add +22.2% | 255,866 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -19.2% | 237,752 | $11.5M |
| BIP Wealth, LLC | 0.72% | Reduce -13.6% | 228,453 | $11.0M |
| Park Avenue Securities LLC | 0.13% | Add +4.0% | 215,173 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -34.4% | 209,619 | $10.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.3% | 200,960 | $9.7M |
| Cerity Partners LLC | 0.02% | Reduce -6.0% | 190,185 | $9.2M |
| Efficient Advisors, LLC | 0.59% | Reduce -3.0% | 187,718 | $9.1M |
| Spectrum Wealth Advisory Group, LLC | 4.34% | Add +27.2% | 187,413 | $9.1M |
| UBS Group AG | 0.00% | Reduce -1.9% | 185,106 | $8.9M |
| Checchi Capital Advisers, LLC | 0.61% | Add +2.3% | 178,653 | $8.6M |
| Neumann Capital Management, LLC | 2.77% | Reduce -0.1% | 166,085 | $8.0M |
| Csenge Advisory Group | 0.42% | Reduce -1.8% | 155,768 | $7.4M |
| Prosperity Consulting Group, LLC | 0.52% | Reduce -3.4% | 138,974 | $6.7M |
| Cascade Financial Partners, LLC | 0.84% | Add +6.1% | 138,376 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.8% | 135,834 | $6.6M |
| Portland Global Advisors LLC | 0.81% | Add +3.3% | 133,716 | $6.5M |
| Baker Ellis Asset Management LLC | 0.87% | Reduce -1.1% | 125,409 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1380.1% | 122,653 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -66.6% | 121,848 | $5.9M |
| Pension & Wealth Management Advisors, Inc. | 2.06% | Reduce -0.3% | 114,656 | $5.5M |
| O'Connor Financial Group LLC | 2.78% | Add +4.8% | 110,767 | $5.4M |
| Inlight Wealth Management, LLC | 3.05% | Reduce -8.3% | 102,162 | $4.9M |
| Causey Wealth LLC | 2.67% | Reduce -11.4% | 98,758 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -9.0% | 93,834 | $4.5M |
| Smith, Moore & Co. | 0.40% | Add +4.2% | 89,906 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 84,140 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.7% | 82,571 | $4.0M |
| BKM Wealth Management, LLC | 1.60% | Add +1.8% | 80,256 | $3.9M |
| Shore Point Advisors, LLC | 1.94% | Reduce -0.9% | 76,052 | $3.7M |
| Great Point Wealth Advisors, LLC | 0.79% | Reduce -1.9% | 75,918 | $3.7M |
| Econ Financial Services Corp | 1.93% | New | 74,924 | $3.6M |
| Avos Capital Management, LLC | 2.30% | Add +1.9% | 72,274 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +106.3% | 71,820 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -8.2% | 58,858 | $2.8M |
| Beckerman Institutional, LLC | 2.04% | Add +7.0% | 58,459 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.9% | 55,672 | $2.7M |
| United Advisor Group, LLC | 0.54% | Add +4.7% | 54,779 | $2.6M |
| Addison Advisors LLC | 0.67% | Add +1.1% | 51,030 | $2.5M |
| Haven Private, LLC | 1.34% | Reduce -0.9% | 48,914 | $2.4M |
| WESCAP Management Group, Inc. | 0.57% | Reduce -1.9% | 48,668 | $2.4M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Reduce -0.1% | 47,259 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +5.1% | 42,998 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 42,873 | $2.1M |
| Occidental Asset Management, LLC | 0.31% | Add +54.1% | 42,710 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.3% | 41,884 | $2.0M |
| Sterling Financial Planning, Inc. | 0.70% | Reduce -0.8% | 39,954 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.6% | 39,847 | $1.9M |
| Alpha Omega Wealth Management LLC | 0.36% | Reduce -19.8% | 39,186 | $1.9M |
| Texas Yale Capital Corp. | 0.08% | Reduce -23.5% | 38,283 | $1.8M |
| Vista Investment Management | 0.71% | Reduce -1.3% | 37,735 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.5% | 37,195 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -79.5% | 37,180 | $1.8M |
| FFG Retirement Advisors LLC | 1.16% | Add +15.8% | 35,122 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.6% | 34,476 | $1.7M |
| Family Wealth Partners, LLC | 0.76% | Reduce -1.0% | 34,439 | $1.7M |
| Eastern Bank | 0.03% | Reduce -87.8% | 34,079 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -3.1% | 33,878 | $1.6M |
| Citadel Advisors | 0.00% | Add +448.4% | 32,358 | $1.6M |
| Sound Stewardship, LLC | 0.87% | Add +2.4% | 31,757 | $1.5M |
| Marathon Strategic Advisors, LLC | 1.59% | Add +1.4% | 30,599 | $1.5M |
| Bison Wealth, LLC | 0.14% | Add +254.8% | 29,953 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -6.8% | 30,280 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 29,743 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 27,703 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +43.4% | 26,684 | $1.3M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -38.2% | 25,164 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.3% | 24,280 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -9.9% | 22,973 | $1.1M |
| Moser Wealth Advisors, LLC | 0.58% | Reduce -3.0% | 22,961 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Add +0.0% | 21,829 | $1.1M |
| Waterfront Wealth Inc. | 0.25% | Add +3.3% | 21,090 | $1.0M |
| Asset Allocation & Management Company, LLC | 0.49% | New | 20,000 | $966K |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.5% | 19,321 | $933K |
| Trustmark Bank Trust Department | 0.06% | Reduce -6.0% | 16,606 | $802K |
| Lodestone Wealth Management LLC | 0.43% | New | 16,542 | $799K |
| Exchange Capital Management, Inc. | 0.13% | Add +7.0% | 16,103 | $778K |
| Covenant Asset Management, LLC | 0.19% | No change | 15,437 | $746K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.26% | Add +9.5% | 15,336 | $741K |
| American Capital Advisory, LLC | 0.40% | Reduce -0.1% | 15,172 | $733K |
| Biltmore Family Office, LLC | 0.12% | No change | 14,653 | $708K |
| ProVise Management Group, LLC | 0.06% | Reduce -8.3% | 14,165 | $684K |
| DHK Financial Advisors, Inc. | 0.37% | New | 14,100 | $681K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 13,890 | $671K |
| Columbus Macro, LLC | 0.09% | Reduce -5.6% | 13,814 | $667K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.