Wisdomtree Em Small CapDGSETF
13F holders, Q2 2025 (June 30)232holders +7
23new positions
21sold out
1famous investor
$55.20avg. 13F price*
At the end of Q2 2025, 232 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, up 7 from Q1 2025. 23 opened new positions and 21 sold out. The largest holders were Creative Planning ($299.7M), Bank of America Corp. ($61.1M) and CW Advisors, LLC ($38.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $16.1M |
| Exits | 21 | $9.4M |
All 13F filers, Q1 2025 → Q2 2025: 828,783 shares bought and 3,172,156 shares sold, net −2,343,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Creative Planning | 0.26% | Reduce -22.9% | 5,425,374 | $299.7M |
| Bank of America Corp. | 0.00% | Add +0.9% | 1,105,569 | $61.1M |
| CW Advisors, LLC | 0.38% | Add +3.2% | 702,311 | $38.8M |
| National Bank of Canada | 0.03% | Add +2.3% | 556,923 | $30.7M |
| Unison Advisors LLC | 3.30% | Reduce -25.7% | 533,921 | $29.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -11.2% | 507,801 | $28.1M |
| Morgan Stanley | 0.00% | Add +2.7% | 502,645 | $27.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.8% | 421,979 | $23.3M |
| LPL Financial LLC | 0.01% | Add +0.3% | 421,501 | $23.3M |
| Captrust Financial Advisors | 0.05% | Add +2.3% | 379,635 | $21.0M |
| Fifth Third Bancorp | 0.06% | Add +30.8% | 334,757 | $18.5M |
| NorthCoast Asset Management LLC | 0.07% | Add +3.6% | 283,320 | $15.7M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +8.8% | 279,920 | $15.5M |
| Tortoise Investment Management, LLC | 1.41% | Add +4.0% | 267,215 | $14.8M |
| Raymond James Financial Inc. | 0.00% | Add +22.9% | 247,056 | $13.6M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 241,031 | $13.3M |
| Flow Traders U.S. LLC | 0.48% | New | 234,537 | $13.0M |
| Park Avenue Securities LLC | 0.12% | Add +8.3% | 233,048 | $12.9M |
| BIP Wealth, LLC | 0.70% | Reduce -10.2% | 205,125 | $11.3M |
| Efficient Advisors, LLC | 0.59% | Reduce -3.6% | 180,878 | $10.0M |
| Cerity Partners LLC | 0.02% | Reduce -5.0% | 180,761 | $10.0M |
| Neumann Capital Management, LLC | 2.82% | Reduce -2.2% | 162,504 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Add +28.3% | 157,335 | $8.7M |
| Checchi Capital Advisers, LLC | 0.59% | Reduce -13.8% | 154,085 | $8.5M |
| Csenge Advisory Group | 0.43% | Reduce -0.3% | 155,239 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +17.2% | 142,764 | $7.9M |
| Portland Global Advisors LLC | 0.90% | Add +3.2% | 138,045 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.1% | 137,401 | $7.6M |
| Cascade Financial Partners, LLC | 0.89% | Reduce -3.6% | 133,453 | $7.4M |
| Prosperity Consulting Group, LLC | 0.52% | Reduce -7.0% | 129,306 | $7.1M |
| Baker Ellis Asset Management LLC | 0.98% | Add +3.0% | 129,188 | $7.1M |
| UBS Group AG | 0.00% | Reduce -31.6% | 126,543 | $7.0M |
| Stonebridge Wealth Management, LLC | 6.49% | — | 121,797 | $6.7M |
| O'Connor Financial Group LLC | 2.89% | Add +5.3% | 116,600 | $6.6M |
| Pension & Wealth Management Advisors, Inc. | 2.17% | Add +2.3% | 117,323 | $6.5M |
| Inlight Wealth Management, LLC | 2.79% | Reduce -4.5% | 97,519 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.7% | 95,420 | $5.3M |
| Avos Capital Management, LLC | 3.00% | Add +32.0% | 95,393 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.7% | 92,198 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +6.9% | 89,955 | $5.0M |
| Smith, Moore & Co. | 0.41% | Reduce -1.8% | 88,313 | $4.9M |
| Spectrum Wealth Advisory Group, LLC | 2.14% | Reduce -55.6% | 83,224 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +13.2% | 81,295 | $4.5M |
| BKM Wealth Management, LLC | 1.71% | Reduce -1.3% | 79,191 | $4.4M |
| Causey Wealth LLC | 2.23% | Reduce -20.6% | 78,395 | $4.3M |
| Shore Point Advisors, LLC | 2.06% | Add +1.9% | 77,517 | $4.3M |
| rebel Financial LLC | 1.81% | — | 71,998 | $4.0M |
| Old Mission Capital LLC | 0.10% | Reduce -83.5% | 65,140 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -70.2% | 62,497 | $3.5M |
| Beckerman Institutional, LLC | 2.25% | Add +4.8% | 61,258 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +63.5% | 60,771 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -2.6% | 57,337 | $3.2M |
| United Advisor Group, LLC | 0.53% | Add +1.4% | 55,541 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.9% | 53,482 | $3.0M |
| Addison Advisors LLC | 0.70% | Reduce -0.2% | 50,942 | $2.8M |
| Haven Private, LLC | 1.19% | Reduce -0.7% | 48,560 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +13.5% | 47,541 | $2.6M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -0.2% | 47,173 | $2.6M |
| WESCAP Management Group, Inc. | 0.59% | Reduce -4.2% | 46,606 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 43,480 | $2.4M |
| Occidental Asset Management, LLC | 0.32% | Reduce -1.6% | 42,031 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -5.2% | 40,747 | $2.3M |
| Sterling Financial Planning, Inc. | 0.74% | Add +0.3% | 40,095 | $2.2M |
| Alpha Omega Wealth Management LLC | 0.39% | Add +1.7% | 39,846 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | — | 39,763 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -2.5% | 38,872 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +467.9% | 38,367 | $2.1M |
| Texas Yale Capital Corp. | 0.07% | No change | 38,283 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 37,728 | $2.1M |
| FFG Retirement Advisors LLC | 1.22% | Add +0.3% | 35,244 | $1.9M |
| Vista Investment Management | 0.71% | Reduce -8.0% | 34,724 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.5% | 34,652 | $1.9M |
| Family Wealth Partners, LLC | 0.76% | Reduce -0.3% | 34,324 | $1.9M |
| Sound Stewardship, LLC | 0.98% | Add +8.1% | 34,323 | $1.9M |
| Mfa Wealth Advisors, LLC | 0.42% | Reduce -88.2% | 32,336 | $1.8M |
| Marathon Strategic Advisors, LLC | 1.61% | Add +2.6% | 31,405 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +3.0% | 31,182 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +9.6% | 29,234 | $1.6M |
| Eastern Bank | 0.03% | Reduce -14.7% | 29,056 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.9% | 27,458 | $1.5M |
| DHK Financial Advisors, Inc. | 0.84% | Add +100.0% | 28,200 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -29.6% | 23,841 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.9% | 22,548 | $1.2M |
| Waterfront Wealth Inc. | 0.27% | Add +4.0% | 21,935 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Reduce -1.9% | 21,420 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +244.0% | 21,175 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -18.1% | 19,894 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.34% | Add +27.7% | 19,582 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.5% | 19,413 | $1.1M |
| Exchange Capital Management, Inc. | 0.15% | Add +13.2% | 18,225 | $1.0M |
| Financial Harvest, LLC | 0.69% | New | 16,764 | $926K |
| Lodestone Wealth Management LLC | 0.41% | Reduce -8.3% | 15,176 | $838K |
| Citadel Advisors | 0.00% | Reduce -53.1% | 15,163 | $838K |
| Covenant Asset Management, LLC | 0.17% | Reduce -2.4% | 15,062 | $832K |
| American Capital Advisory, LLC | 0.41% | Reduce -1.8% | 14,900 | $823K |
| Moser Wealth Advisors, LLC | 0.38% | Reduce -37.0% | 14,476 | $800K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 13,315 | $736K |
| Trustmark Bank Trust Department | 0.05% | Reduce -20.0% | 13,282 | $734K |
| Biltmore Family Office, LLC | 0.12% | Reduce -11.4% | 12,988 | $717K |
| Boston Family Office LLC | 0.05% | Add +3.8% | 12,659 | $699K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.