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 |
| Mfa Wealth Advisors, LLC | 0.18% | Reduce -27.3% | 14,763 | $845K |
| Corient Private Wealth LP | 0.00% | Add +137.7% | 14,701 | $841K |
| TopTier Wealth Management, LLC | 0.57% | — | 14,686 | $841K |
| Betterment LLC | 0.00% | Add +12.3% | 14,510 | $831K |
| Goldman Sachs Group Inc. | 0.00% | Add +267.0% | 13,798 | $790K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.5% | 13,120 | $751K |
| Biltmore Family Office, LLC | 0.10% | Add +0.5% | 13,054 | $747K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 12,956 | $742K |
| Covenant Asset Management, LLC | 0.14% | Reduce -13.1% | 12,847 | $735K |
| Trustmark Bank Trust Department | 0.05% | Reduce -0.3% | 12,671 | $725K |
| Astra Wealth Partners LLC | 0.44% | Add +9.1% | 12,626 | $723K |
| Boston Family Office LLC | 0.05% | Reduce -1.8% | 12,451 | $713K |
| Simon Quick Advisors, LLC | 0.03% | No change | 11,873 | $680K |
| Everest Private Wealth | 0.37% | Add +0.1% | 11,646 | $667K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -79.1% | 11,169 | $663K |
| Matisse Capital | 0.30% | No change | 11,518 | $659K |
| Eastern Bank | 0.01% | Reduce -58.4% | 11,508 | $659K |
| Waddell & Associates, LLC | 0.04% | New | 11,176 | $640K |
| Nwam LLC | 0.04% | Add +3.0% | 10,335 | $637K |
| Cahill Financial Advisors Inc. | 0.07% | Add +6.6% | 10,699 | $612K |
| Columbus Macro, LLC | 0.06% | Reduce -6.3% | 10,252 | $587K |
| ProVise Management Group, LLC | 0.04% | Reduce -7.9% | 10,182 | $583K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.8% | 10,065 | $576K |
| Bank Ozk | 0.20% | No change | 9,895 | $566K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.8% | 9,880 | $566K |
| Sovereign Financial Group, Inc. | 0.10% | Add +10.4% | 9,808 | $561K |
| Watershed Private Wealth LLC | 0.17% | No change | 9,692 | $555K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.4% | 9,648 | $552K |
| AssuredPartners Investment Advisors, LLC | 0.08% | New | 9,342 | $535K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.2% | 9,000 | $515K |
| FMR LLC | 0.00% | Add +0.8% | 8,960 | $513K |
| SigFig Wealth Management, LLC | 0.01% | Add +13.9% | 8,627 | $494K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 8,500 | $487K |
| Farther Finance Advisors, LLC | 0.00% | Add +47.3% | 7,666 | $439K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 7,538 | $431K |
| Wedmont Private Capital | 0.01% | Add +0.0% | 7,239 | $422K |
| Chokshi & Queen Wealth Advisors, Inc | 0.21% | No change | 7,099 | $406K |
| Mariner, LLC | 0.00% | Add +27.3% | 7,053 | $404K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,947 | $398K |
| Hengehold Capital Management LLC | 0.03% | No change | 6,751 | $386K |
| Meridian Financial Partners LLC | 0.14% | No change | 5,970 | $359K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.8% | 6,132 | $351K |
| Northern Trust Corp. | 0.00% | Add +12.3% | 6,028 | $345K |
| PFG Investments, LLC | 0.02% | Reduce -11.9% | 6,011 | $344K |
| Atria Investments, Inc | 0.00% | Add +9.6% | 5,994 | $343K |
| Colorado Capital Management, Inc. | 0.13% | No change | 5,990 | $343K |
| &partners | 0.00% | Add +1.5% | 5,922 | $335K |
| Advisory Services Network, LLC | 0.00% | Add +1.3% | 5,494 | $314K |
| Seed Wealth Management, Inc. | 0.21% | No change | 5,300 | $303K |
| FF Advisors,LLC | 0.13% | Reduce -1.2% | 5,118 | $293K |
| Evergreen Capital Management LLC | 0.01% | Add +1.2% | 4,958 | $284K |
| HighPoint Advisor Group LLC | 0.01% | New | 4,692 | $269K |
| SageView Advisory Group, LLC | 0.01% | Reduce -12.3% | 4,689 | $268K |
| Avaii Wealth Management, LLC | 0.09% | Add +1.3% | 4,498 | $257K |
| Novem Group | 0.03% | Add +19.0% | 4,407 | $252K |
| Bison Wealth, LLC | 0.03% | New | 4,172 | $245K |
| Okabena Investment Services Inc. | 0.05% | New | 4,263 | $244K |
| Modern Wealth Management, LLC | 0.00% | No change | 4,180 | $239K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 4,164 | $238K |
| Ameritas Advisory Services, LLC | 0.01% | Add +776.0% | 4,152 | $238K |
| Berger Financial Group, Inc | 0.01% | Add +0.5% | 4,090 | $234K |
| Capital Management Corp. | 0.04% | No change | 4,000 | $229K |
| Triasima Portfolio Management inc. | 0.03% | No change | 3,970 | $227K |
| StoneX Group Inc. | 0.01% | Add +5.9% | 3,957 | $227K |
| Jones Financial Companies LLLP | 0.00% | Reduce -23.1% | 3,787 | $217K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.4% | 3,786 | $217K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 3,703 | $212K |
| Jacobs Equity LLC | 0.20% | — | 3,686 | $211K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -37.1% | 3,575 | $209K |
| Albion Financial Group | 0.01% | Reduce -45.1% | 3,620 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.0% | 3,611 | $207K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 3,552 | $203K |
| Fairman Group, LLC | 0.16% | Reduce -14.5% | 3,533 | $202K |
| Aspect Partners, LLC | 0.08% | No change | 3,364 | $193K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 3,200 | $183K |
| Evolution Wealth Management Inc. | 0.13% | Reduce -14.5% | 2,697 | $154K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.1% | 2,685 | $154K |
| US Bancorp \de | 0.00% | No change | 2,678 | $153K |
| Optima Capital LLC | 0.06% | New | 2,447 | $140K |
| Russell Investments Group, Ltd. | 0.00% | No change | 2,402 | $137K |
| Quadrant Capital Group LLC | 0.00% | Reduce -11.3% | 2,395 | $137K |
| Blair William & Co. | 0.00% | No change | 2,243 | $128K |
| IFP Advisors, Inc | 0.00% | Add +17.2% | 2,179 | $125K |
| Spire Wealth Management | 0.00% | Add +12.9% | 2,102 | $120K |
| Comerica Bank | 0.00% | No change | 1,862 | $107K |
| Cwm, LLC | 0.00% | Add +0.9% | 1,511 | $87K |
| Legacy Bridge, LLC | 0.03% | No change | 1,500 | $86K |
| Bank of Montreal | 0.00% | Add +24.1% | 1,492 | $85K |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.7% | 1,254 | $72K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.2% | 1,137 | $65K |
| Allworth Financial LP | 0.00% | Add +462.4% | 1,046 | $60K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,030 | $59K |
| Maseco LLP | 0.00% | No change | 928 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 800 | $46K |
| Princeton Global Asset Management LLC | 0.01% | No change | 790 | $45K |
| Colonial Trust Co / SC | 0.01% | No change | 752 | $43K |
| Bokf, NA | 0.00% | Add +112.6% | 744 | $43K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 730 | $42K |
| Atlas Capital Advisors Inc. | 0.00% | — | 651 | $37K |
| Walsh & Associates, LLC | 0.03% | — | 605 | $35K |
| Founders Financial Alliance, LLC | 0.01% | No change | 555 | $32K |
| Osbon Capital Management LLC | 0.03% | — | 529 | $30K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 483 | $29K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 473 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -89.0% | 440 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 423 | $24K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.5% | 405 | $23K |
| Montag A & Associates Inc. | 0.00% | No change | 400 | $23K |
| MAI Capital Management | 0.00% | No change | 400 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -9.3% | 304 | $17K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 300 | $17K |
| Private Trust Co. NA | 0.00% | No change | 292 | $17K |
| International Assets Investment Management, LLC | 0.00% | New | 261 | $15K |
| AE Wealth Management LLC | 0.00% | Add +0.4% | 249 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 220 | $13K |
| Trust Co | 0.00% | New | 215 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | Add +0.6% | 182 | $10K |
| Rossby Financial, LCC | 0.00% | New | 175 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 157 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 153 | $9K |
| AlphaCore Capital LLC | 0.00% | No change | 150 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 141 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 126 | $7K |
| Larson Financial Group LLC | 0.00% | New | 125 | $7K |
| Qube Research & Technologies Ltd | 0.00% | New | 121 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 108 | $6K |
| SHP Wealth Management | 0.00% | — | 107 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 93 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +1.1% | 91 | $5K |
| Team Financial Group, LLC | 0.00% | No change | 89 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 75 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 65 | $4K |
| Sachetta, LLC | 0.00% | No change | 59 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +1.9% | 54 | $3K |
| PFS Partners, LLC | 0.00% | New | 53 | $3K |
| LRI Investments, LLC | 0.00% | No change | 50 | $3K |
| Tidemark, LLC | 0.00% | No change | 44 | $3K |
| Signaturefd, LLC | 0.00% | No change | 40 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 35 | $2K |
| CX Institutional | 0.00% | Reduce -97.5% | 29 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 22 | $1K |
| Assetmark, Inc. | 0.00% | No change | 22 | $1K |
| Arax Advisory Partners | 0.00% | Add +5.9% | 18 | $1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 16 | $916 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16 | $916 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 15 | $859 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 15 | $845 |
| Asset Dedication, LLC | 0.00% | No change | 13 | $745 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.8% | 7 | $401 |
| Kilter Group LLC | 0.00% | Reduce -77.8% | 2 | $131 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 2 | $114 |
| Sankala Group LLC | 0.00% | — | 1 | $80 |
| Blue Trust, Inc. | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.