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

0100200300 Q1 2024: 221Q1 2024Q2 2024: 230Q2 2024Q3 2024: 233Q3 2024Q4 2024: 244Q4 2024Q1 2025: 225Q1 2025Q2 2025: 232Q2 2025Q3 2025: 231Q3 2025Q4 2025: 253Q4 2025Q1 2026: 258Q1 2026Q2 2026: 253Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$12.1M
Exits11$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
Avos Capital Management, LLC 0.37% Reduce -86.4% 15,711 $944K
American Capital Advisory, LLC 0.37% Add +0.2% 15,343 $922K
Corient Private Wealth LP 0.00% Add +14.0% 16,760 $911K
Betterment LLC 0.00% Add +2.4% 14,862 $893K
TopTier Wealth Management, LLC 0.54% Add +0.1% 14,706 $884K
Independent Advisor Alliance 0.01% New 13,902 $836K
Beacon Pointe Advisors, LLC 0.00% Add +6.1% 13,752 $827K
Astra Wealth Partners LLC 0.51% Add +5.9% 13,368 $803K
Modera Wealth Management, LLC 0.01% Reduce -0.4% 13,064 $785K
Biltmore Family Office, LLC 0.11% No change 13,054 $785K
Everest Private Wealth 0.39% Add +10.7% 12,888 $775K
Covenant Asset Management, LLC 0.15% Reduce -2.1% 12,575 $756K
Trustmark Bank Trust Department 0.05% Reduce -1.6% 12,471 $750K
Simon Quick Advisors, LLC 0.03% No change 11,873 $714K
Matisse Capital 0.30% No change 11,518 $692K
Nwam LLC 0.04% Add +11.4% 11,513 $692K
Phillip James Consulting Co. 0.51% New 9,652 $674K
Waddell & Associates, LLC 0.04% No change 11,176 $672K
Sanctuary Advisors, LLC 0.00% Add +11.3% 10,734 $645K
Leavell Investment Management, Inc. 0.03% Add +2.3% 10,300 $619K
Cahill Financial Advisors Inc. 0.07% Reduce -5.9% 10,065 $605K
Bank Ozk 0.21% No change 9,895 $595K
DAVENPORT & Co LLC 0.00% Reduce -0.5% 9,830 $591K
ProVise Management Group, LLC 0.04% Reduce -4.1% 9,763 $587K
SigFig Wealth Management, LLC 0.02% Add +7.8% 9,304 $559K
Qube Research & Technologies Ltd 0.00% Add +7573.6% 9,285 $558K
FMR LLC 0.00% Add +2.1% 9,151 $550K
Flputnam Investment Management Co. 0.01% Add +0.4% 9,038 $543K
Columbus Macro, LLC 0.06% Reduce -12.2% 9,005 $541K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -3.6% 9,005 $540K
United Capital Financial Advisors, LLC 0.00% Add +1.8% 8,650 $520K
Watershed Private Wealth LLC 0.16% Reduce -13.8% 8,356 $502K
PlanVest Financial, Inc 0.36% — 7,955 $478K
Hengehold Capital Management LLC 0.04% Add +15.1% 7,771 $467K
Farther Finance Advisors, LLC 0.00% Reduce -0.7% 7,613 $459K
Wedmont Private Capital 0.01% No change 7,239 $453K
JFS Wealth Advisors, LLC 0.03% Reduce -0.3% 7,519 $452K
Chokshi & Queen Wealth Advisors, Inc 0.23% No change 7,099 $427K
Eastern Bank 0.01% Reduce -38.9% 7,030 $423K
Cresset Asset Management, LLC 0.00% Add +1.2% 7,028 $422K
Mfa Wealth Advisors, LLC 0.08% Reduce -56.7% 6,389 $384K
Thoroughbred Financial Services, LLC 0.02% Add +2.6% 6,289 $378K
Northern Trust Corp. 0.00% Add +0.4% 6,052 $364K
PFG Investments, LLC 0.02% Add +0.6% 6,047 $363K
Triasima Portfolio Management inc. 0.05% Add +50.4% 5,970 $359K
Integrated Wealth Concepts LLC 0.00% New 5,958 $358K
Meridian Financial Partners LLC 0.14% No change 5,970 $357K
Atria Investments, Inc 0.00% Reduce -1.6% 5,901 $355K
Sovereign Financial Group, Inc. 0.06% Reduce -40.7% 5,815 $349K
&partners 0.00% Reduce -3.3% 5,726 $344K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -43.9% 31,175 $343K
Novem Group 0.04% Add +29.2% 5,694 $342K
Advisory Services Network, LLC 0.00% Reduce -0.8% 5,453 $328K
Colorado Capital Management, Inc. 0.12% Reduce -11.4% 5,307 $319K
FF Advisors,LLC 0.13% Reduce -2.7% 4,980 $316K
Evergreen Capital Management LLC 0.01% No change 4,958 $298K
Seed Wealth Management, Inc. 0.20% Reduce -9.4% 4,800 $288K
HighPoint Advisor Group LLC 0.01% Add +0.3% 4,707 $283K
SageView Advisory Group, LLC 0.01% Reduce -1.4% 4,623 $278K
Jones Financial Companies LLLP 0.00% Add +22.5% 4,639 $273K
Bison Wealth, LLC 0.03% Add +0.1% 4,177 $270K
Private Advisor Group, LLC 0.00% Add +21.0% 4,481 $269K
Avaii Wealth Management, LLC 0.09% Reduce -0.6% 4,469 $269K
Jacobs Equity LLC 0.23% Add +15.7% 4,265 $256K
Modern Wealth Management, LLC 0.00% No change 4,180 $252K
Rwa Wealth Partners, LLC 0.00% No change 4,164 $250K
Ameritas Advisory Services, LLC 0.01% Add +0.0% 4,153 $250K
StoneX Group Inc. 0.01% Reduce -1.0% 3,918 $235K
Berger Financial Group, Inc 0.01% Reduce -5.2% 3,878 $233K
Goldman Sachs Group Inc. 0.00% Reduce -72.8% 3,760 $226K
CoreCap Advisors, LLC 0.01% Reduce -3.3% 3,661 $220K
Aptus Capital Advisors, LLC 0.00% No change 3,611 $217K
Capital Management Corp. 0.04% Reduce -10.0% 3,600 $216K
Whittier Trust Co. of Nevada Inc. 0.00% No change 3,575 $214K
Capital Analysts, LLC 0.01% Add +0.1% 3,556 $214K
Fairman Group, LLC 0.18% Add +0.3% 3,545 $213K
Mercer Global Advisors Inc. 0.00% New 3,382 $203K
Aspect Partners, LLC 0.08% No change 3,364 $202K
Passive Capital Management, LLC. 0.06% New 3,361 $202K
Evolution Wealth Management Inc. 0.11% Reduce -3.3% 2,608 $157K
SBI Securities Co., Ltd. 0.00% Reduce -8.1% 2,468 $148K
Quadrant Capital Group LLC 0.00% No change 2,395 $144K
Blair William & Co. 0.00% Reduce -0.8% 2,225 $134K
IFP Advisors, Inc 0.00% Add +0.1% 2,180 $131K
US Bancorp \de 0.00% Reduce -18.7% 2,178 $131K
Spire Wealth Management 0.00% Add +0.1% 2,105 $127K
Private Wealth Asset Management, LLC 0.01% New 2,040 $123K
Cwm, LLC 0.00% Add +29.4% 1,955 $118K
Peterson Wealth Management 0.05% New 1,544 $93K
Legacy Bridge, LLC 0.03% No change 1,500 $90K
JPMorgan Chase & Co. 0.00% Add +8.9% 1,366 $80K
Bank of Montreal 0.00% Reduce -12.5% 1,305 $78K
PNC Financial Services Group, Inc. 0.00% Add +44.9% 1,159 $70K
AE Wealth Management LLC 0.00% Add +360.6% 1,147 $69K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6993.8% 1,135 $68K
Hanson & Doremus Investment Management 0.01% Add +0.1% 1,138 $68K
Allworth Financial LP 0.00% Add +0.3% 1,049 $63K
Clearstead Advisors, LLC 0.00% No change 1,030 $62K
Maseco LLP 0.00% Add +4.0% 965 $58K
Princeton Global Asset Management LLC 0.01% No change 790 $47K
Atlantic Union Bankshares Corp 0.00% No change 730 $44K
Colonial Trust Co / SC 0.01% Reduce -3.2% 728 $43K
Atlas Capital Advisors Inc. 0.00% No change 651 $39K
O'shaughnessy Asset Management, LLC 0.00% Add +568.8% 622 $37K
Hickory Point Bank & Trust 0.02% New 600 $36K
Sound Income Strategies, LLC 0.00% Add +16.1% 561 $34K
Vanguard National Trust Co 0.00% — 557 $33K
Founders Financial Alliance, LLC 0.01% No change 555 $33K
Philadelphia Investment Partners, LLC 0.02% — 533 $32K
Osbon Capital Management LLC 0.03% No change 529 $32K
Walsh & Associates, LLC 0.03% Reduce -16.5% 505 $30K
Rothschild Investment LLC 0.00% Add +0.2% 474 $28K
Lanark Financial, Inc. 0.00% Reduce -0.7% 437 $26K
NBT Bank, N.A. 0.00% No change 423 $25K
Montag A & Associates Inc. 0.00% No change 400 $24K
MAI Capital Management 0.00% No change 400 $24K
Bokf, NA 0.00% Reduce -53.0% 350 $21K
Piscataqua Savings Bank 0.01% New 328 $20K
Keating Financial Advisory Services, Inc. 0.00% No change 300 $18K
Private Trust Co. NA 0.00% No change 292 $18K
Creative Financial Designs Inc. 0.00% Reduce -30.1% 283 $17K
Elevation Wealth Partners, LLC 0.01% Reduce -9.5% 275 $17K
International Assets Investment Management, LLC 0.00% No change 261 $16K
Trust Co 0.00% No change 215 $13K
Harbour Investments, Inc. 0.00% Add +150.7% 188 $11K
Duncker Streett & Co. Inc. 0.00% Add +0.6% 183 $11K
Frazier Financial Advisors, LLC 0.01% No change 157 $9K
SHP Wealth Management 0.00% Add +44.9% 155 $9K
Millstone Evans Group, LLC 0.01% No change 153 $9K
Broadwater Capital Management LLC 0.01% No change 141 $8K
Hurley Capital, LLC 0.00% New 127 $8K
AdvisorNet Financial, Inc 0.00% No change 126 $8K
Larson Financial Group LLC 0.00% No change 125 $8K
Strategic Wealth Partners, Ltd. 0.00% No change 108 $6K
Russell Investments Group, Ltd. 0.00% Reduce -96.0% 95 $6K
Steigerwald, Gordon & Koch Inc. 0.00% Add +1.1% 92 $6K
Team Financial Group, LLC 0.00% No change 89 $5K
POM Investment Strategies, LLC 0.01% New 79 $5K
Assetmark, Inc. 0.00% Add +213.6% 69 $4K
REAP Financial Group, LLC 0.00% No change 65 $4K
Sachetta, LLC 0.00% No change 59 $4K
Dunhill Financial, LLC 0.00% Reduce -1.9% 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
CX Institutional 0.00% No change 29 $2K
Vanguard Advisers Inc. 0.00% — 33 $2K
Smartleaf Asset Management LLC 0.00% No change 22 $1K
Financial Life Planners 0.00% New 21 $1K
Arax Advisory Partners 0.00% No change 18 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 16 $962
Glen Eagle Advisors, LLC 0.00% No change 15 $890
Asset Dedication, LLC 0.00% No change 13 $782
Tower Research Capital LLC (TRC) 0.00% Reduce -28.6% 5 $300
Sankala Group LLC 0.00% Add +100.0% 2 $153
Central Pacific Bank - Trust Division 0.00% No change 2 $120
Kilter Group LLC 0.00% Reduce -50.0% 1 $90
Blue Trust, Inc. 0.00% No change 1 $60

"% of holder's portfolio" is DGS's weight in each manager's 13F, not the share of Wisdomtree Em Small Cap the manager owns.