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 |
| Betterment LLC | 0.00% | Reduce -5.7% | 12,591 | $696K |
| Columbus Macro, LLC | 0.08% | Reduce -13.6% | 11,934 | $659K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.4% | 11,874 | $656K |
| Matisse Capital | 0.30% | No change | 11,518 | $636K |
| ProVise Management Group, LLC | 0.05% | Reduce -19.2% | 11,447 | $632K |
| Kathleen S. Wright Associates Inc. | 0.25% | Reduce -7.1% | 11,403 | $630K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.6% | 11,165 | $617K |
| Astra Wealth Partners LLC | 0.49% | Add +7.2% | 10,947 | $605K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.7% | 10,733 | $593K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -3.2% | 10,565 | $584K |
| Watershed Private Wealth LLC | 0.21% | Reduce -0.9% | 10,215 | $564K |
| Cahill Financial Advisors Inc. | 0.07% | Add +3.6% | 10,022 | $554K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.0% | 9,955 | $550K |
| Bank Ozk | 0.21% | No change | 9,895 | $547K |
| Flputnam Investment Management Co. | 0.01% | No change | 9,695 | $536K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -2.5% | 9,615 | $531K |
| Everest Private Wealth | 0.38% | Add +74.3% | 9,607 | $531K |
| Nwam LLC | 0.03% | Add +8.9% | 9,642 | $529K |
| Discipline Wealth Solutions, LLC | 0.19% | Add +111.3% | 8,932 | $493K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 8,509 | $479K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,534 | $471K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 7,682 | $424K |
| Wedmont Private Capital | 0.02% | Add +0.0% | 7,238 | $403K |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | No change | 7,099 | $392K |
| Hengehold Capital Management LLC | 0.04% | Add +7.6% | 7,075 | $391K |
| PFG Investments, LLC | 0.02% | Add +0.9% | 6,728 | $372K |
| Albion Financial Group | 0.02% | No change | 6,595 | $364K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -25.8% | 6,230 | $344K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.5% | 6,127 | $338K |
| Meridian Financial Partners LLC | 0.16% | No change | 5,991 | $331K |
| Colorado Capital Management, Inc. | 0.14% | No change | 5,990 | $331K |
| &partners | 0.00% | Reduce -5.1% | 5,913 | $327K |
| Cove Private Wealth, LLC | 0.12% | New | 5,900 | $326K |
| Mariner, LLC | 0.00% | Reduce -19.5% | 5,895 | $326K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,681 | $314K |
| SigFig Wealth Management, LLC | 0.01% | Add +7.6% | 5,546 | $304K |
| Advisory Services Network, LLC | 0.00% | Add +0.4% | 5,399 | $296K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.5% | 5,327 | $296K |
| Seed Wealth Management, Inc. | 0.22% | Reduce -2.8% | 5,300 | $293K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.3% | 5,291 | $292K |
| FF Advisors,LLC | 0.15% | No change | 5,178 | $286K |
| Lanark Financial, Inc. | 0.02% | Reduce -5.4% | 5,075 | $280K |
| Fairman Group, LLC | 0.22% | Reduce -5.6% | 4,921 | $272K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,901 | $271K |
| FMR LLC | 0.00% | Add +16.0% | 4,749 | $262K |
| Atria Investments, Inc | 0.00% | Add +0.5% | 4,725 | $261K |
| Northern Trust Corp. | 0.00% | New | 4,724 | $261K |
| Avaii Wealth Management, LLC | 0.11% | Reduce -7.5% | 4,444 | $246K |
| Mgo One Seven LLC | 0.01% | Reduce -2.8% | 4,335 | $239K |
| Modern Wealth Management, LLC | 0.01% | No change | 4,180 | $231K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -11.4% | 4,164 | $230K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.7% | 4,152 | $229K |
| Jones Financial Companies LLLP | 0.00% | Add +0.3% | 4,089 | $224K |
| Berger Financial Group, Inc | 0.01% | New | 4,038 | $223K |
| Bison Wealth, LLC | 0.02% | Reduce -86.6% | 4,014 | $222K |
| Capital Management Corp. | 0.04% | New | 4,000 | $221K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,833 | $212K |
| StoneX Group Inc. | 0.01% | New | 3,726 | $206K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.0% | 3,611 | $199K |
| Evolution Wealth Management Inc. | 0.25% | — | 3,606 | $199K |
| Capital Analysts, LLC | 0.01% | No change | 3,525 | $195K |
| Aspect Partners, LLC | 0.09% | No change | 3,364 | $186K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 3,200 | $177K |
| Spire Wealth Management | 0.01% | Add +0.3% | 2,872 | $159K |
| IFP Advisors, Inc | 0.00% | Add +9.8% | 2,844 | $157K |
| US Bancorp \de | 0.00% | No change | 2,678 | $148K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.8% | 2,639 | $146K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,357 | $130K |
| Blair William & Co. | 0.00% | No change | 2,242 | $124K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.1% | 2,089 | $115K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -55.3% | 1,879 | $104K |
| Comerica Bank | 0.00% | Reduce -18.4% | 1,862 | $103K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.9% | 1,521 | $84K |
| Legacy Bridge, LLC | 0.04% | No change | 1,500 | $83K |
| Maseco LLP | 0.00% | — | 1,312 | $72K |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.8% | 1,264 | $70K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,137 | $63K |
| Clearstead Advisors, LLC | 0.00% | Reduce -30.6% | 1,030 | $57K |
| BlackRock, Inc. | 0.00% | New | 1,009 | $56K |
| Raffa Wealth Management, LLC | 0.01% | New | 1,005 | $56K |
| Bank of Montreal | 0.00% | Reduce -26.9% | 813 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -40.1% | 800 | $44K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.8% | 780 | $43K |
| Kimelman & Baird, LLC | 0.00% | No change | 763 | $42K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 651 | $36K |
| Tidemark, LLC | 0.01% | Reduce -15.7% | 632 | $35K |
| MAI Capital Management | 0.00% | Add +51.3% | 605 | $33K |
| Founders Financial Alliance, LLC | 0.01% | No change | 555 | $31K |
| Promus Capital, LLC | 0.02% | New | 548 | $30K |
| Sound Income Strategies, LLC | 0.00% | Add +0.9% | 471 | $26K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 468 | $26K |
| NBT Bank, N.A. | 0.00% | No change | 423 | $23K |
| Montag A & Associates Inc. | 0.00% | Reduce -60.7% | 400 | $22K |
| Bokf, NA | 0.00% | No change | 350 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -18.3% | 335 | $19K |
| Private Trust Co. NA | 0.00% | No change | 292 | $16K |
| AE Wealth Management LLC | 0.00% | Add +292.1% | 247 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 220 | $12K |
| Ridgewood Investments LLC | 0.00% | No change | 206 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | Add +1.1% | 182 | $10K |
| Cwm, LLC | 0.00% | No change | 175 | $10K |
| Principal Securities, Inc. | 0.00% | Reduce -20.1% | 171 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 157 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 153 | $8K |
| AlphaCore Capital LLC | 0.00% | New | 150 | $8K |
| Broadwater Capital Management LLC | 0.01% | Add +5424.1% | 7,789 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 126 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 121 | $7K |
| Allworth Financial LP | 0.00% | No change | 120 | $7K |
| Sachetta, LLC | 0.00% | No change | 119 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 108 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.5% | 93 | $5K |
| Team Financial Group, LLC | 0.00% | New | 89 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 75 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 65 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 52 | $3K |
| LRI Investments, LLC | 0.00% | No change | 50 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 43 | $2K |
| Signaturefd, LLC | 0.00% | New | 40 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -82.5% | 37 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -75.0% | 22 | $1K |
| Arax Advisory Partners | 0.00% | New | 17 | $966 |
| Kilter Group LLC | 0.00% | New | 16 | $891 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16 | $884 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 15 | $829 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $796 |
| Asset Dedication, LLC | 0.00% | No change | 13 | $719 |
| BNP Paribas Financial Markets | 0.00% | New | 13 | $718 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.1% | 11 | $608 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 2 | $110 |
| Blue Trust, Inc. | 0.00% | No change | 1 | $55 |
| Evergreen Private Wealth LLC | 0.00% | No change | 1 | $55 |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.