Wisdomtree Em Small CapDGSETF
13F holders, Q1 2026 (March 31)258holders +5
15new positions
11sold out
1famous investor
$59.94avg. 13F price*
At the end of Q1 2026, 258 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, up 5 from Q4 2025. 15 opened new positions and 11 sold out. The largest holders were Creative Planning ($252.9M), Bank of America Corp. ($77.1M) and National Bank of Canada ($36.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree Em Small Cap
- CUSIP
- 97717W281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.1M |
| Exits | 11 | $8.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,225,906 shares bought and 1,111,416 shares sold, net +114,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Creative Planning | 0.17% | Reduce -6.8% | 4,208,248 | $252.9M |
| Bank of America Corp. | 0.01% | Add +10.2% | 1,282,527 | $77.1M |
| National Bank of Canada | 0.04% | Add +5.4% | 608,600 | $36.6M |
| Morgan Stanley | 0.00% | Add +6.2% | 556,169 | $33.4M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 517,055 | $31.1M |
| Unison Advisors LLC | 2.03% | Add +0.1% | 445,149 | $26.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.2% | 440,521 | $26.5M |
| Captrust Financial Advisors | 0.05% | Add +7.6% | 430,764 | $25.9M |
| LPL Financial LLC | 0.01% | Reduce -6.2% | 416,879 | $25.1M |
| Fifth Third Bancorp | 0.04% | Add +4.4% | 378,528 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.0% | 367,119 | $22.1M |
| Ameriprise Financial Inc. | 0.01% | Add +168.2% | 365,698 | $22.0M |
| Focus Partners Wealth | 0.02% | Add +0.8% | 329,771 | $19.8M |
| Raymond James Financial Inc. | 0.01% | Add +4.9% | 321,354 | $19.3M |
| Great Valley Advisor Group, Inc. | 0.33% | Add +5.0% | 304,500 | $18.3M |
| Park Avenue Securities LLC | 0.12% | Add +4.2% | 260,365 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 248,932 | $15.0M |
| Old Mission Capital LLC | 0.33% | Add +1128.3% | 233,815 | $14.1M |
| Cerity Partners LLC | 0.01% | Reduce -3.1% | 166,756 | $10.0M |
| Baker Ellis Asset Management LLC | 1.17% | Add +6.5% | 164,465 | $9.9M |
| Checchi Capital Advisers, LLC | 0.66% | Reduce -6.4% | 159,151 | $9.6M |
| Neumann Capital Management, LLC | 2.79% | Reduce -0.1% | 157,417 | $9.5M |
| BIP Wealth, LLC | 0.38% | Reduce -11.3% | 154,391 | $9.3M |
| Portland Global Advisors LLC | 0.94% | Add +1.5% | 145,956 | $8.8M |
| Cascade Financial Partners, LLC | 0.89% | Add +5.1% | 144,086 | $8.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.3% | 135,448 | $8.1M |
| Tortoise Investment Management, LLC | 0.65% | Reduce -54.0% | 131,140 | $7.9M |
| Discipline Wealth Solutions, LLC | 0.77% | Add +113.0% | 122,314 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.5% | 121,747 | $7.3M |
| O'Connor Financial Group LLC | 2.98% | Reduce -0.2% | 121,255 | $7.3M |
| Bristlecone Value Partners, LLC | 6.35% | Reduce -0.0% | 119,987 | $7.2M |
| Pension & Wealth Management Advisors, Inc. | 2.10% | Add +2.5% | 117,979 | $7.1M |
| Blueline Advisors LLC | 5.49% | Add +7.6% | 117,890 | $7.1M |
| Stonebridge Wealth Management, LLC | 6.77% | Reduce -0.9% | 117,185 | $7.0M |
| UBS Group AG | 0.00% | Add +11.5% | 116,627 | $7.0M |
| Csenge Advisory Group | 0.32% | Reduce -11.7% | 114,484 | $6.9M |
| Empowered Funds, LLC | 0.04% | New | 104,359 | $6.3M |
| Prosperity Consulting Group, LLC | 0.28% | Reduce -7.7% | 103,469 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.9% | 94,516 | $5.7M |
| Smith, Moore & Co. | 0.41% | Add +1.4% | 94,023 | $5.7M |
| Spectrum Wealth Advisory Group, LLC | 1.98% | Reduce -8.7% | 88,536 | $5.3M |
| TRB Wealth Management, LLC | 0.72% | — | 84,416 | $5.1M |
| Shore Point Advisors, LLC | 1.95% | Add +3.7% | 104,164 | $4.9M |
| BKM Wealth Management, LLC | 1.74% | Reduce -0.6% | 79,171 | $4.8M |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 75,817 | $4.6M |
| Inlight Wealth Management, LLC | 1.57% | Reduce -7.0% | 70,733 | $4.3M |
| Efficient Advisors, LLC | 0.29% | Reduce -51.1% | 68,935 | $4.1M |
| Causey Wealth LLC | 1.73% | Reduce -14.6% | 67,917 | $4.1M |
| Leibman Financial Services, Inc. | 2.98% | Add +2.6% | 67,567 | $4.1M |
| rebel Financial LLC | 1.75% | Reduce -4.7% | 67,228 | $4.0M |
| Econ Financial Services Corp | 1.87% | Add +17.8% | 66,956 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +2.1% | 65,862 | $4.0M |
| Beckerman Institutional, LLC | 2.07% | Reduce -1.8% | 64,932 | $3.9M |
| BlackRock, Inc. | 0.00% | Add +68.9% | 64,781 | $3.9M |
| Addison Advisors LLC | 0.77% | Add +3.4% | 58,038 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.1% | 56,009 | $3.4M |
| United Advisor Group, LLC | 0.40% | Reduce -0.7% | 54,193 | $3.3M |
| Haven Private, LLC | 1.31% | Add +0.7% | 50,001 | $3.0M |
| Premier Private Wealth Management LLC | 3.13% | Reduce -19.7% | 49,346 | $3.0M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.1% | 47,584 | $2.9M |
| Occidental Asset Management, LLC | 0.33% | Add +10.7% | 46,337 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.1% | 45,939 | $2.8M |
| Great Point Wealth Advisors, LLC | 0.50% | Reduce -11.2% | 44,985 | $2.7M |
| Midway Capital Research & Management | 2.52% | Add +4.9% | 44,414 | $2.7M |
| WESCAP Management Group, Inc. | 0.51% | Reduce -0.5% | 43,354 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.42% | Add +2.7% | 42,990 | $2.6M |
| Mariner, LLC | 0.00% | Add +471.6% | 40,318 | $2.4M |
| Sterling Financial Planning, Inc. | 0.71% | Reduce -0.7% | 39,616 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 39,422 | $2.4M |
| Texas Yale Capital Corp. | 0.07% | No change | 38,284 | $2.3M |
| Vista Investment Management | 0.75% | Add +2.6% | 37,045 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 35,928 | $2.2M |
| FFG Retirement Advisors LLC | 1.24% | Add +4.0% | 35,474 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -2.1% | 35,364 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.2% | 34,979 | $2.1M |
| Sound Stewardship, LLC | 0.96% | Reduce -3.4% | 34,689 | $2.1M |
| Marathon Strategic Advisors, LLC | 1.49% | Add +3.3% | 34,494 | $2.1M |
| Family Wealth Partners, LLC | 0.70% | Reduce -2.1% | 34,128 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -11.4% | 33,999 | $2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.52% | Add +75.0% | 31,685 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +1.3% | 31,360 | $1.9M |
| AQR Capital Management | 0.00% | New | 28,497 | $1.7M |
| Waterfront Wealth Inc. | 0.31% | Add +18.1% | 28,360 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.2% | 27,229 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | New | 25,433 | $1.5M |
| Lifetime Wealth Management P.C. | 0.79% | Add +4.7% | 22,629 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -0.6% | 22,595 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -65.3% | 21,832 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.24% | Reduce -3.6% | 21,331 | $1.3M |
| Whittier Trust Co. | 0.01% | Reduce -1.9% | 20,847 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -75.3% | 20,782 | $1.2M |
| Shrier Wealth Management, LLC | 0.46% | Reduce -1.8% | 20,522 | $1.2M |
| Financial Harvest, LLC | 0.71% | Add +3.7% | 20,137 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +1.2% | 20,126 | $1.2M |
| Evanson Asset Management, LLC | 0.06% | Reduce -4.7% | 20,076 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.2% | 19,595 | $1.2M |
| W1M Asset Management Ltd | 0.01% | Reduce -0.3% | 18,820 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.2% | 17,696 | $1.1M |
| Boston Family Office LLC | 0.06% | Add +30.3% | 16,228 | $975K |
| Lodestone Wealth Management LLC | 0.38% | Add +5.5% | 16,050 | $965K |
"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.