Wisdomtree Em Small CapDGSETF
13F holders, Q3 2025 (September 30)231holders −1
17new positions
11sold out
1famous investor
$57.32avg. 13F price*
At the end of Q3 2025, 231 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, down 1 from Q2 2025. 17 opened new positions and 11 sold out. The largest holders were Creative Planning ($283.1M), Bank of America Corp. ($65.1M) and National Bank of Canada ($32.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $11.6M |
| Exits | 11 | $17.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,402,386 shares bought and 1,376,257 shares sold, net +26,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Creative Planning | 0.22% | Reduce -8.6% | 4,957,148 | $283.1M |
| Bank of America Corp. | 0.00% | Add +3.1% | 1,139,830 | $65.1M |
| National Bank of Canada | 0.04% | Add +2.5% | 570,825 | $32.5M |
| HighTower Advisors, LLC | 0.03% | Add +0.4% | 509,766 | $29.1M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 495,032 | $28.3M |
| LPL Financial LLC | 0.01% | Add +10.7% | 466,662 | $26.6M |
| Unison Advisors LLC | 2.30% | Reduce -17.2% | 441,934 | $25.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 399,842 | $22.8M |
| Captrust Financial Advisors | 0.05% | Add +2.0% | 387,255 | $22.1M |
| Osaic Holdings, Inc. | 0.03% | Add +1182.6% | 374,954 | $21.4M |
| Ameriprise Financial Inc. | 0.00% | Add +160.4% | 371,772 | $21.2M |
| Spectrum Wealth Advisory Group, LLC | 8.36% | Add +326.3% | 354,752 | $20.3M |
| Fifth Third Bancorp | 0.06% | Add +1.7% | 340,480 | $19.4M |
| NorthCoast Asset Management LLC | 0.06% | Add +1.7% | 288,183 | $16.5M |
| Great Valley Advisor Group, Inc. | 0.33% | Add +1.9% | 285,326 | $16.3M |
| Tortoise Investment Management, LLC | 1.41% | Add +3.9% | 277,597 | $15.9M |
| Raymond James Financial Inc. | 0.01% | Add +11.9% | 276,346 | $15.8M |
| Park Avenue Securities LLC | 0.11% | Add +2.5% | 238,973 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 237,627 | $13.6M |
| BIP Wealth, LLC | 0.52% | Reduce -10.2% | 184,165 | $10.5M |
| Efficient Advisors, LLC | 0.58% | Reduce -0.9% | 179,319 | $10.2M |
| Cerity Partners LLC | 0.02% | Reduce -2.4% | 176,471 | $10.1M |
| Neumann Capital Management, LLC | 2.68% | Reduce -1.1% | 160,737 | $9.2M |
| Checchi Capital Advisers, LLC | 0.59% | Reduce -2.1% | 150,794 | $8.6M |
| Baker Ellis Asset Management LLC | 1.01% | Add +10.8% | 143,127 | $8.2M |
| Csenge Advisory Group | 0.39% | Reduce -8.1% | 142,667 | $8.1M |
| Portland Global Advisors LLC | 0.90% | Add +2.4% | 141,390 | $8.1M |
| Cascade Financial Partners, LLC | 0.88% | Add +1.2% | 135,047 | $7.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.0% | 133,320 | $7.6M |
| Stonebridge Wealth Management, LLC | 6.23% | Reduce -1.8% | 119,601 | $6.8M |
| O'Connor Financial Group LLC | 2.86% | Add +2.4% | 119,398 | $6.8M |
| Prosperity Consulting Group, LLC | 0.33% | Reduce -9.5% | 116,980 | $6.7M |
| Avos Capital Management, LLC | 3.07% | Add +20.9% | 115,307 | $6.6M |
| UBS Group AG | 0.00% | Reduce -9.5% | 114,497 | $6.5M |
| Pension & Wealth Management Advisors, Inc. | 1.97% | Reduce -6.5% | 109,647 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 95,537 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -4.0% | 91,605 | $5.2M |
| Seven Mile Advisory | 0.85% | New | 91,183 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.0% | 89,968 | $5.1M |
| Smith, Moore & Co. | 0.39% | Add +1.4% | 89,515 | $5.1M |
| Inlight Wealth Management, LLC | 2.36% | Reduce -9.9% | 87,865 | $5.0M |
| Shore Point Advisors, LLC | 1.99% | Add +1.6% | 78,799 | $4.5M |
| BKM Wealth Management, LLC | 1.64% | Reduce -1.8% | 77,808 | $4.4M |
| Causey Wealth LLC | 2.16% | Reduce -1.3% | 77,403 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +29.5% | 74,245 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +68.1% | 68,499 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -17.9% | 66,760 | $3.8M |
| Beckerman Institutional, LLC | 2.17% | Add +5.2% | 64,450 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 62,732 | $3.6M |
| United Advisor Group, LLC | 0.45% | Add +6.2% | 58,965 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 54,097 | $3.1M |
| Great Point Wealth Advisors, LLC | 0.57% | — | 53,436 | $3.1M |
| Diversify Advisory Services, LLC | 0.10% | New | 53,420 | $3.0M |
| Addison Advisors LLC | 0.69% | Add +2.1% | 52,013 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +8.2% | 51,441 | $2.9M |
| Haven Private, LLC | 1.26% | Add +2.7% | 49,857 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.5% | 47,405 | $2.7M |
| WESCAP Management Group, Inc. | 0.54% | Reduce -4.0% | 44,738 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.39% | Add +4.1% | 41,470 | $2.4M |
| Occidental Asset Management, LLC | 0.30% | Reduce -1.4% | 41,438 | $2.4M |
| Sterling Financial Planning, Inc. | 0.72% | Reduce -0.6% | 39,875 | $2.3M |
| Global Retirement Partners, LLC | 0.05% | Reduce -0.3% | 39,649 | $2.3M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.1% | 38,837 | $2.2M |
| Texas Yale Capital Corp. | 0.07% | No change | 38,283 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -37.5% | 37,969 | $2.2M |
| Citadel Advisors | 0.00% | Add +140.1% | 36,406 | $2.1M |
| Sound Stewardship, LLC | 0.98% | Add +4.1% | 35,742 | $2.0M |
| Family Wealth Partners, LLC | 0.75% | Add +1.5% | 34,830 | $2.0M |
| Vista Investment Management | 0.69% | Add +0.2% | 34,808 | $2.0M |
| FFG Retirement Advisors LLC | 1.23% | Reduce -1.8% | 34,619 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.4% | 34,173 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.3% | 32,460 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -25.6% | 32,367 | $1.8M |
| Marathon Strategic Advisors, LLC | 1.48% | Add +2.9% | 32,310 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +0.4% | 31,295 | $1.8M |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.5% | 27,879 | $1.6M |
| Eastern Bank | 0.03% | Reduce -4.7% | 27,678 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -1.9% | 23,394 | $1.3M |
| Waterfront Wealth Inc. | 0.26% | Add +3.5% | 22,704 | $1.3M |
| Lido Advisors, LLC | 0.01% | New | 22,057 | $1.3M |
| Evanson Asset Management, LLC | 0.07% | Add +0.3% | 21,493 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +2000.3% | 21,192 | $1.2M |
| Mfa Wealth Advisors, LLC | 0.25% | Reduce -37.2% | 20,317 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -11.4% | 19,971 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.7% | 19,761 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +71.8% | 19,177 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.29% | Reduce -7.5% | 18,107 | $1.0M |
| Discipline Wealth Solutions, LLC | 0.27% | Add +102.7% | 18,107 | $1.0M |
| Financial Harvest, LLC | 0.68% | Add +5.8% | 17,743 | $1.0M |
| Lodestone Wealth Management LLC | 0.40% | Add +3.9% | 15,765 | $900K |
| American Capital Advisory, LLC | 0.40% | Add +0.3% | 14,946 | $853K |
| Covenant Asset Management, LLC | 0.16% | Reduce -1.8% | 14,787 | $844K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 13,323 | $761K |
| Biltmore Family Office, LLC | 0.11% | No change | 12,988 | $742K |
| Betterment LLC | 0.00% | Add +2.6% | 12,915 | $737K |
| Trustmark Bank Trust Department | 0.05% | Reduce -4.3% | 12,713 | $726K |
| Boston Family Office LLC | 0.05% | Add +0.1% | 12,675 | $724K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.0% | 11,873 | $678K |
| Everest Private Wealth | 0.42% | Add +21.1% | 11,635 | $664K |
| Astra Wealth Partners LLC | 0.46% | Add +5.7% | 11,573 | $661K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.