Wisdomtree Em Small CapDGSETF
13F holders, Q4 2025 (December 31)253holders +22
19new positions
12sold out
$57.24avg. 13F price*
At the end of Q4 2025, 253 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, up 22 from Q3 2025. 19 opened new positions and 12 sold out. The largest holders were Creative Planning ($258.5M), Bank of America Corp. ($66.6M) and National Bank of Canada ($33.0M).
- Company
- Wisdomtree Em Small Cap
- CUSIP
- 97717W281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.8M |
| Exits | 12 | $20.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,027,404 shares bought and 1,545,154 shares sold, net −517,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Creative Planning | 0.19% | Reduce -8.9% | 4,516,379 | $258.5M |
| Bank of America Corp. | 0.00% | Add +2.1% | 1,164,066 | $66.6M |
| National Bank of Canada | 0.03% | Add +1.1% | 577,358 | $33.0M |
| Morgan Stanley | 0.00% | Add +5.8% | 523,575 | $30.0M |
| HighTower Advisors, LLC | 0.03% | Add +0.2% | 510,981 | $29.2M |
| LPL Financial LLC | 0.01% | Reduce -4.8% | 444,498 | $25.4M |
| Unison Advisors LLC | 2.22% | Add +0.6% | 444,464 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.7% | 414,645 | $23.7M |
| Captrust Financial Advisors | 0.04% | Add +3.4% | 400,298 | $22.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.1% | 374,623 | $21.4M |
| Fifth Third Bancorp | 0.07% | Add +6.5% | 362,608 | $20.8M |
| Focus Partners Wealth | 0.02% | Add +4944.9% | 327,260 | $18.7M |
| Raymond James Financial Inc. | 0.01% | Add +10.8% | 306,273 | $17.5M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +1.6% | 289,854 | $16.6M |
| Tortoise Investment Management, LLC | 1.43% | Add +2.8% | 285,367 | $16.3M |
| Park Avenue Securities LLC | 0.12% | Add +4.6% | 249,868 | $14.3M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 244,316 | $14.0M |
| BIP Wealth, LLC | 0.35% | Reduce -5.5% | 174,079 | $10.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.5% | 172,089 | $9.9M |
| Checchi Capital Advisers, LLC | 0.66% | Add +12.7% | 169,987 | $9.7M |
| Neumann Capital Management, LLC | 2.61% | Reduce -2.0% | 157,541 | $9.0M |
| Baker Ellis Asset Management LLC | 1.06% | Add +7.9% | 154,439 | $8.8M |
| Portland Global Advisors LLC | 0.88% | Add +1.7% | 143,794 | $8.2M |
| Efficient Advisors, LLC | 0.47% | Reduce -21.4% | 140,893 | $8.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.9% | 137,217 | $7.9M |
| Cascade Financial Partners, LLC | 0.80% | Add +1.5% | 137,119 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -63.3% | 136,355 | $7.8M |
| O'Connor Financial Group LLC | 2.96% | Add +1.8% | 121,493 | $7.4M |
| Csenge Advisory Group | 0.34% | Reduce -9.2% | 129,606 | $7.4M |
| Bristlecone Value Partners, LLC | 7.93% | — | 119,993 | $6.9M |
| Stonebridge Wealth Management, LLC | 6.47% | Reduce -1.1% | 118,279 | $6.8M |
| Avos Capital Management, LLC | 2.89% | Add +0.3% | 115,606 | $6.6M |
| Pension & Wealth Management Advisors, Inc. | 1.95% | Add +5.0% | 115,105 | $6.6M |
| Prosperity Consulting Group, LLC | 0.29% | Reduce -4.1% | 112,149 | $6.4M |
| Blueline Advisors LLC | 5.12% | — | 109,525 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.4% | 105,435 | $6.0M |
| UBS Group AG | 0.00% | Reduce -8.7% | 104,569 | $6.0M |
| Spectrum Wealth Advisory Group, LLC | 2.04% | Reduce -72.7% | 96,956 | $5.5M |
| Seven Mile Advisory | 0.93% | Add +2.1% | 93,119 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.3% | 92,788 | $5.3M |
| Smith, Moore & Co. | 0.40% | Add +3.6% | 92,756 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.6% | 84,031 | $4.8M |
| Shore Point Advisors, LLC | 1.95% | Add +27.5% | 100,446 | $4.6M |
| BKM Wealth Management, LLC | 1.67% | Add +2.4% | 79,660 | $4.6M |
| Causey Wealth LLC | 2.07% | Add +2.7% | 79,521 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 76,158 | $4.4M |
| Inlight Wealth Management, LLC | 1.59% | Reduce -13.4% | 76,069 | $4.4M |
| rebel Financial LLC | 1.73% | Add +0.0% | 70,539 | $4.0M |
| Beckerman Institutional, LLC | 2.12% | Add +2.6% | 66,107 | $3.8M |
| Premier Private Wealth Management LLC | 3.92% | — | 61,476 | $3.8M |
| Leibman Financial Services, Inc. | 2.72% | New | 65,861 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -3.4% | 64,526 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 62,823 | $3.6M |
| Discipline Wealth Solutions, LLC | 0.61% | Add +217.1% | 57,420 | $3.3M |
| Econ Financial Services Corp | 1.63% | New | 56,831 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.7% | 55,565 | $3.2M |
| Addison Advisors LLC | 0.72% | Add +7.9% | 56,132 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +8.9% | 56,042 | $3.2M |
| United Advisor Group, LLC | 0.40% | Reduce -7.4% | 54,599 | $3.1M |
| Great Point Wealth Advisors, LLC | 0.53% | Reduce -5.2% | 50,647 | $2.9M |
| Haven Private, LLC | 1.24% | Reduce -0.4% | 49,664 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.3% | 47,526 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +38.7% | 47,399 | $2.7M |
| WESCAP Management Group, Inc. | 0.51% | Reduce -2.6% | 43,582 | $2.5M |
| Midway Capital Research & Management | 2.36% | — | 42,356 | $2.4M |
| Occidental Asset Management, LLC | 0.29% | Add +1.1% | 41,874 | $2.4M |
| Alpha Omega Wealth Management LLC | 0.40% | Add +0.9% | 41,865 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 40,630 | $2.3M |
| Global Retirement Partners, LLC | 0.04% | Add +1.7% | 40,339 | $2.3M |
| Sterling Financial Planning, Inc. | 0.69% | Add +0.0% | 39,885 | $2.3M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.2% | 38,357 | $2.2M |
| BlackRock, Inc. | 0.00% | Add +81.0% | 38,350 | $2.2M |
| Texas Yale Capital Corp. | 0.07% | Add +0.0% | 38,284 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -47.2% | 36,139 | $2.1M |
| Vista Investment Management | 0.68% | Add +3.8% | 36,115 | $2.1M |
| Sound Stewardship, LLC | 0.98% | Add +0.4% | 35,896 | $2.1M |
| Family Wealth Partners, LLC | 0.72% | Add +0.0% | 34,845 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +7.5% | 34,800 | $2.0M |
| FFG Retirement Advisors LLC | 1.21% | Reduce -1.4% | 34,127 | $2.0M |
| Marathon Strategic Advisors, LLC | 1.46% | Add +3.4% | 33,399 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.4% | 32,343 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -1.1% | 30,964 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | New | 30,664 | $1.8M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 27,829 | $1.6M |
| Waterfront Wealth Inc. | 0.28% | Add +5.7% | 24,003 | $1.5M |
| Three Bearings Fiduciary Advisors, Inc. | 1.27% | — | 22,134 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +3.1% | 22,731 | $1.3M |
| Whittier Trust Co. | 0.01% | Reduce -9.2% | 21,240 | $1.2M |
| Lifetime Wealth Management P.C. | 0.79% | — | 21,623 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Reduce -2.0% | 21,054 | $1.2M |
| Shrier Wealth Management, LLC | 0.48% | — | 20,887 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.4% | 19,883 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.6% | 19,635 | $1.1M |
| Financial Harvest, LLC | 0.69% | Add +9.4% | 19,418 | $1.1M |
| Old Mission Capital LLC | 0.04% | New | 19,035 | $1.1M |
| W1M Asset Management Ltd | 0.01% | New | 18,870 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 18,662 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.29% | No change | 18,107 | $1.0M |
| American Capital Advisory, LLC | 0.38% | Add +2.5% | 15,314 | $877K |
| Lodestone Wealth Management LLC | 0.35% | Reduce -3.5% | 15,218 | $871K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.