Wisdomtree Em Small CapDGSETF

13F holders, Q2 2026 (June 30)
253holders −5
12new positions
17sold out
2famous investors
$64.56avg. 13F price*

At the end of Q2 2026, 253 institutions reported holding Wisdomtree Em Small Cap (DGS) in their 13F filings, down 5 from Q1 2026. 12 opened new positions and 17 sold out. The largest holders were Creative Planning ($256.3M), Bank of America Corp. ($83.9M) and National Bank of Canada ($39.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$5.2M
Exits17$18.3M

All 13F filers, Q1 2026 → Q2 2026: 771,511 shares bought and 960,052 shares sold, net −188,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 253 holders

Creative Planning 0.15% Reduce -5.9% 3,960,885 $256.3M
Bank of America Corp. 0.01% Add +1.1% 1,296,488 $83.9M
National Bank of Canada 0.03% Add +0.9% 614,358 $39.7M
Morgan Stanley 0.00% Add +2.1% 568,016 $36.8M
HighTower Advisors, LLC 0.03% Add +2.0% 527,269 $34.1M
Envestnet Asset Management Inc. 0.01% Add +4.8% 461,874 $29.9M
Unison Advisors LLC 2.02% Add +0.8% 448,588 $29.0M
Captrust Financial Advisors 0.04% Add +1.4% 436,804 $28.3M
LPL Financial LLC 0.01% Reduce -3.4% 402,845 $26.1M
Fifth Third Bancorp 0.04% Add +0.2% 379,216 $24.5M
Osaic Holdings, Inc. 0.03% Add +1.0% 370,671 $24.0M
Raymond James Financial Inc. 0.01% Add +4.7% 336,448 $21.8M
Old Mission Capital LLC 0.55% Add +42.2% 332,421 $21.5M
Focus Partners Wealth 0.02% Reduce -0.6% 327,954 $21.2M
Assetmark, Inc. 0.04% Add +465297.1% 321,124 $20.8M
Great Valley Advisor Group, Inc. 0.32% Add +1.3% 308,550 $20.0M
Park Avenue Securities LLC 0.11% Add +4.3% 271,602 $17.6M
Wells Fargo & Company 0.00% Add +5.2% 261,905 $16.9M
BIP Wealth, LLC 0.30% Add +6.8% 164,935 $10.7M
Cerity Partners LLC 0.01% Reduce -1.3% 164,578 $10.6M
Checchi Capital Advisers, LLC 0.67% Add +2.9% 163,820 $10.6M
Baker Ellis Asset Management LLC 1.09% Reduce -0.8% 163,084 $10.6M
Ameriprise Financial Inc. 0.00% Reduce -58.4% 152,299 $9.9M
Cascade Financial Partners, LLC 0.85% Add +5.2% 151,624 $9.8M
Portland Global Advisors LLC 0.90% Add +0.5% 146,694 $9.5M
Rockefeller Capital Management L.P. 0.01% Reduce -0.9% 134,265 $8.7M
Tortoise Investment Management, LLC 0.62% Reduce -2.2% 128,217 $8.3M
Blueline Advisors LLC 5.61% Add +6.1% 125,091 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.2% 124,454 $8.1M
UBS Group AG 0.00% Add +5.5% 123,043 $8.0M
O'Connor Financial Group LLC 2.79% Add +0.6% 122,017 $7.9M
Bristlecone Value Partners, LLC 6.18% Reduce -1.1% 118,729 $7.7M
Discipline Wealth Solutions, LLC 0.67% Reduce -3.4% 118,161 $7.6M
Stonebridge Wealth Management, LLC 6.83% Add +0.6% 117,940 $7.6M
Pension & Wealth Management Advisors, Inc. 1.98% Reduce -3.7% 113,641 $7.4M
Csenge Advisory Group 0.29% Reduce -3.3% 110,702 $7.2M
BlackRock, Inc. 0.00% Add +48.1% 95,927 $6.2M
Steward Partners Investment Advisory, LLC 0.03% Add +0.3% 94,814 $6.1M
Smith, Moore & Co. 0.40% Reduce -10.1% 84,547 $6.1M
Prosperity Consulting Group, LLC 0.23% Reduce -10.3% 92,842 $6.0M
TRB Wealth Management, LLC 0.75% Add +2.7% 86,696 $5.6M
Shore Point Advisors, LLC 1.90% Add +5.4% 109,806 $5.6M
Spectrum Wealth Advisory Group, LLC 1.58% Reduce -3.3% 85,575 $5.5M
Leibman Financial Services, Inc. 3.46% Add +18.9% 80,367 $5.2M
Cetera Investment Advisers 0.00% Add +0.6% 76,254 $4.9M
BKM Wealth Management, LLC 1.66% Reduce -8.6% 72,376 $4.7M
MML Investors Services, LLC 0.01% Add +3.8% 68,367 $4.4M
Inlight Wealth Management, LLC 1.39% Reduce -4.6% 67,498 $4.4M
Econ Financial Services Corp 2.04% Add +0.7% 67,391 $4.4M
Causey Wealth LLC 1.70% Reduce -1.0% 67,257 $4.4M
Beckerman Institutional, LLC 1.95% Reduce -2.7% 63,195 $4.1M
Stratos Wealth Partners, LTD. 0.04% Add +3.1% 57,744 $3.7M
United Advisor Group, LLC 0.38% Add +0.9% 54,683 $3.5M
Premier Private Wealth Management LLC 2.84% Add +1.8% 50,238 $3.3M
Haven Private, LLC 1.22% Reduce -1.1% 49,464 $3.2M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -0.1% 47,511 $3.1M
Janney Montgomery Scott LLC 0.01% Add +2.0% 46,876 $3.0M
Occidental Asset Management, LLC 0.30% Reduce -0.6% 46,063 $3.0M
Midway Capital Research & Management 2.33% Add +1.9% 45,268 $2.9M
Kestra Advisory Services, LLC 0.01% Add +26.0% 44,065 $2.9M
Alpha Omega Wealth Management LLC 0.43% Add +0.6% 43,252 $2.8M
WESCAP Management Group, Inc. 0.52% Reduce -1.2% 42,821 $2.8M
Great Point Wealth Advisors, LLC 0.43% Reduce -8.2% 41,317 $2.7M
Royal Bank of Canada 0.00% Add +3.8% 40,918 $2.6M
Global Retirement Partners, LLC 0.04% — 40,222 $2.6M
Sterling Financial Planning, Inc. 0.69% Reduce -0.8% 39,294 $2.5M
Stifel Financial Corp. 0.00% Add +8.4% 38,932 $2.5M
Texas Yale Capital Corp. 0.05% No change 38,284 $2.5M
Vista Investment Management 0.73% Add +0.7% 37,313 $2.4M
Sound Stewardship, LLC 0.99% Add +6.9% 37,097 $2.4M
FFG Retirement Advisors LLC 1.22% Add +0.8% 35,756 $2.3M
Marathon Strategic Advisors, LLC 1.26% Add +0.2% 34,561 $2.2M
Family Wealth Partners, LLC 0.67% Reduce -1.0% 33,792 $2.2M
Pinnacle Associates Ltd. 0.02% Reduce -0.9% 33,699 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.54% Add +3.4% 32,753 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -2.2% 30,674 $2.0M
Waterfront Wealth Inc. 0.30% Add +6.5% 30,203 $2.0M
Citadel Advisors 0.00% New 29,755 $1.9M
Lifetime Wealth Management P.C. 1.12% Add +29.6% 29,315 $1.9M
AQR Capital Management 0.00% Reduce -0.3% 28,421 $1.8M
Johnson Investment Counsel Inc. 0.01% Reduce -0.6% 27,069 $1.8M
Mariner, LLC 0.00% Reduce -35.8% 25,871 $1.7M
NorthCrest Asset Manangement, LLC 0.04% No change 25,433 $1.6M
Lido Advisors, LLC 0.01% Reduce -3.0% 21,906 $1.4M
Addison Advisors LLC 0.67% Reduce -62.4% 21,834 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -40.5% 21,037 $1.4M
Financial Harvest, LLC 0.56% Add +3.2% 20,786 $1.3M
Shrier Wealth Management, LLC 0.45% Add +0.1% 20,538 $1.3M
Evanson Financial, LLC 0.06% — 20,209 $1.3M
Baird Financial Group, Inc. 0.00% Reduce -3.0% 20,158 $1.3M
Three Bearings Fiduciary Advisors, Inc. 1.17% Reduce -5.5% 20,151 $1.3M
Cornerstone Wealth Management, LLC 0.05% Add +0.6% 19,712 $1.3M
Susquehanna International Group, LLP 0.00% New 19,218 $1.2M
W1M Asset Management Ltd 0.01% Reduce -1.0% 18,640 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.9% 18,579 $1.2M
Whittier Trust Co. 0.01% Reduce -16.1% 17,494 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -12.4% 17,633 $1.1M
Lodestone Wealth Management LLC 0.37% Add +1.6% 16,315 $1.1M
Corient Private Wealth LP 0.00% Reduce -6.4% 15,680 $1.0M
Boston Family Office LLC 0.06% Reduce -4.6% 15,488 $1.0M
American Capital Advisory, LLC 0.36% Reduce -0.9% 15,209 $984K
Betterment LLC 0.00% Add +1.2% 15,038 $973K
Astra Wealth Partners LLC 0.50% Add +4.3% 13,944 $902K
Beacon Pointe Advisors, LLC 0.00% No change 13,752 $890K
Everest Private Wealth 0.33% Add +5.4% 13,581 $879K
Avos Capital Management, LLC 0.36% Reduce -15.4% 13,290 $860K
Modera Wealth Management, LLC 0.01% No change 13,064 $845K
Commonwealth Equity Services, LLC 0.00% Reduce -27.1% 12,906 $835K
Covenant Asset Management, LLC 0.15% Add +2.2% 12,847 $831K
TopTier Wealth Management, LLC 0.50% Reduce -13.3% 12,755 $825K
Simon Quick Advisors, LLC 0.03% No change 11,873 $768K
Nwam LLC 0.04% Add +0.6% 11,576 $749K
Matisse Capital 0.30% No change 11,518 $745K
Leavell Investment Management, Inc. 0.03% Add +11.7% 11,500 $744K
Sanctuary Advisors, LLC 0.00% Add +6.5% 11,431 $740K
Waddell & Associates, LLC 0.04% Reduce -0.0% 11,175 $723K
Biltmore Family Office, LLC 0.09% Reduce -15.3% 11,063 $716K
Collaborative Fund Advisors, LLC 0.41% New 10,862 $703K
FMR LLC 0.00% Add +15.4% 10,558 $683K
AssuredPartners Investment Advisors, LLC 0.07% Add +15.3% 10,383 $672K
Cahill Financial Advisors Inc. 0.06% Reduce -0.8% 9,982 $646K
Bank Ozk 0.19% No change 9,895 $640K
ProVise Management Group, LLC 0.04% Add +0.0% 9,764 $632K
Trustmark Bank Trust Department 0.04% Reduce -22.1% 9,710 $628K
SigFig Wealth Management, LLC 0.02% Add +0.7% 9,365 $601K
Columbus Macro, LLC 0.06% Add +2.4% 9,218 $597K
DAVENPORT & Co LLC 0.00% Reduce -6.5% 9,188 $595K
Flputnam Investment Management Co. 0.01% Reduce -0.4% 9,000 $582K
United Capital Financial Advisors, LLC 0.00% No change 8,650 $557K
Watershed Private Wealth LLC 0.15% No change 8,356 $541K
JFS Wealth Advisors, LLC 0.03% Add +8.1% 8,126 $526K
Goldman Sachs Group Inc. 0.00% Add +114.7% 8,073 $522K
Hengehold Capital Management LLC 0.04% Reduce -0.8% 7,705 $499K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 7,533 $487K
Wedmont Private Capital 0.01% No change 7,239 $468K
Cresset Asset Management, LLC 0.00% No change 7,028 $455K
PlanVest Financial, Inc 0.30% Reduce -12.5% 6,959 $450K
Novem Group 0.04% Add +17.5% 6,690 $433K
PFG Investments, LLC 0.02% Add +1.3% 6,127 $396K
Integrated Wealth Concepts LLC 0.00% Add +0.6% 5,996 $388K
Northern Trust Corp. 0.00% Reduce -1.3% 5,971 $386K
Triasima Portfolio Management inc. 0.05% No change 5,970 $386K
Vontobel Holding Ltd. 0.00% New 5,800 $375K
&partners 0.00% Reduce -0.9% 5,673 $367K
Bison Wealth, LLC 0.03% Add +32.9% 5,550 $362K
Meridian Financial Partners LLC 0.12% Reduce -7.5% 5,519 $351K
Advisory Services Network, LLC 0.00% Reduce -1.0% 5,398 $349K
Sovereign Financial Group, Inc. 0.05% Reduce -8.3% 5,333 $345K
Colorado Capital Management, Inc. 0.12% No change 5,307 $343K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.4% 30,413 $336K
Jones Financial Companies LLLP 0.00% Add +12.9% 5,238 $334K
FF Advisors,LLC 0.12% No change 4,980 $322K
Evergreen Capital Management LLC 0.01% No change 4,958 $321K
Atria Investments, Inc 0.00% Reduce -16.6% 4,922 $318K
Seed Wealth Management, Inc. 0.20% No change 4,800 $311K
HighPoint Advisor Group LLC 0.01% Add +1.3% 4,766 $308K
SageView Advisory Group, LLC 0.01% Add +0.2% 4,634 $300K
Ameritas Advisory Services, LLC 0.01% Add +11.0% 4,611 $298K
Private Advisor Group, LLC 0.00% Add +2.3% 4,586 $297K
Eastern Bank 0.00% Reduce -35.1% 4,565 $295K
Avaii Wealth Management, LLC 0.09% Add +0.1% 4,475 $290K
Pitcairn Wealth Advisors LLC 0.03% New 4,471 $289K
Jacobs Equity LLC 0.20% Add +3.6% 4,417 $286K
Thoroughbred Financial Services, LLC 0.01% Reduce -30.7% 4,358 $282K
Modern Wealth Management, LLC 0.00% No change 4,180 $270K
Rwa Wealth Partners, LLC 0.00% No change 4,164 $269K
Berger Financial Group, Inc 0.01% Add +0.7% 3,904 $253K
Mfa Wealth Advisors, LLC 0.04% Reduce -42.0% 3,703 $240K
Qube Research & Technologies Ltd 0.00% Reduce -60.3% 3,684 $238K
Aptus Capital Advisors, LLC 0.00% No change 3,611 $234K
Capital Analysts, LLC 0.01% Add +1.3% 3,603 $233K
Capital Management Corp. 0.04% No change 3,600 $233K
Tru Independence Asset Management 2, LLC 0.13% New 3,566 $231K
CoreCap Advisors, LLC 0.01% Reduce -3.0% 3,550 $230K
Whittier Trust Co. of Nevada Inc. 0.00% No change 3,575 $228K
Gladstone Institutional Advisory LLC 0.01% New 3,506 $227K
Aspect Partners, LLC 0.08% No change 3,364 $218K
StoneX Group Inc. 0.01% Reduce -16.9% 3,258 $211K
IFP Advisors, Inc 0.00% Add +37.7% 3,002 $194K
JPMorgan Chase & Co. 0.00% Add +108.3% 2,846 $183K
Evolution Wealth Management Inc. 0.10% Add +2.5% 2,672 $173K
IFG Advisory, LLC 0.01% New 2,513 $163K
SBI Securities Co., Ltd. 0.00% Add +1.0% 2,492 $161K
Fairman Group, LLC 0.12% Reduce -33.5% 2,356 $152K
Blair William & Co. 0.00% Add +1.1% 2,250 $146K
US Bancorp \de 0.00% No change 2,178 $141K
Private Wealth Asset Management, LLC 0.01% No change 2,040 $132K
Peterson Wealth Management 0.05% Add +1.3% 1,564 $101K
Legacy Bridge, LLC 0.03% No change 1,500 $97K
Arax Advisory Partners 0.00% Add +8200.0% 1,494 $97K
Maseco LLP 0.00% Add +51.0% 1,457 $94K
Atlantic Union Bankshares Corp 0.00% Add +93.2% 1,410 $91K
Bank of Montreal 0.00% Add +2.8% 1,342 $87K
PNC Financial Services Group, Inc. 0.00% No change 1,159 $75K
Hanson & Doremus Investment Management 0.01% Add +0.3% 1,142 $74K
Creative Financial Designs Inc. 0.00% Add +303.9% 1,143 $74K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 1,135 $73K
Spire Wealth Management 0.00% Reduce -50.1% 1,050 $68K
Clearstead Advisors, LLC 0.00% No change 1,030 $67K
Colonial Trust Co / SC 0.01% No change 728 $47K
Princeton Global Asset Management LLC 0.01% Reduce -16.8% 657 $43K
Atlas Capital Advisors Inc. 0.00% No change 651 $42K
Hickory Point Bank & Trust 0.02% No change 600 $39K
Vanguard National Trust Co 0.00% No change 557 $36K
Osbon Capital Management LLC 0.03% No change 529 $34K
Philadelphia Investment Partners, LLC 0.02% Reduce -5.6% 503 $33K
Decker Retirement Planning Inc. 0.01% New 485 $31K
Rothschild Investment LLC 0.00% Add +0.6% 477 $31K
NBT Bank, N.A. 0.00% No change 423 $27K
Montag A & Associates Inc. 0.00% No change 400 $26K
Bokf, NA 0.00% No change 350 $23K
Walsh & Associates, LLC 0.02% Reduce -34.6% 330 $21K
Piscataqua Savings Bank 0.01% No change 328 $21K
Institute for Wealth Management, LLC. 0.00% New 323 $21K
Allworth Financial LP 0.00% Reduce -70.9% 305 $20K
Private Trust Co. NA 0.00% No change 292 $19K
Elevation Wealth Partners, LLC 0.01% Add +1.4% 279 $18K
International Assets Investment Management, LLC 0.00% No change 261 $17K
AE Wealth Management LLC 0.00% Reduce -79.3% 238 $15K
Trust Co 0.00% No change 215 $14K
First Bancorp, Inc 0.01% New 200 $13K
Harbour Investments, Inc. 0.00% Add +1.1% 190 $12K
Duncker Streett & Co. Inc. 0.00% Add +1.1% 185 $12K
Frazier Financial Advisors, LLC 0.01% No change 157 $10K
Millstone Evans Group, LLC 0.01% No change 153 $10K
Broadwater Capital Management LLC 0.01% No change 141 $9K
Compass Financial Management LLC 0.00% — 132 $9K
Hurley Capital, LLC 0.00% Add +1.6% 129 $8K
Russell Investments Group, Ltd. 0.00% Add +33.7% 127 $8K
Strategic Wealth Partners, Ltd. 0.00% No change 108 $7K
SHP Wealth Management 0.00% Reduce -31.0% 107 $7K
O'shaughnessy Asset Management, LLC 0.00% Reduce -85.0% 93 $6K
Steigerwald, Gordon & Koch Inc. 0.00% Add +1.1% 93 $6K
Larson Financial Group LLC 0.00% Reduce -40.0% 75 $5K
AdvisorNet Financial, Inc 0.00% Reduce -49.2% 64 $4K
Sachetta, LLC 0.00% No change 59 $4K
Dunhill Financial, LLC 0.00% Add +1.9% 54 $4K
LRI Investments, LLC 0.00% No change 50 $3K
Tidemark, LLC 0.00% No change 44 $3K
Signaturefd, LLC 0.00% No change 40 $3K
Lanark Financial, Inc. 0.00% Reduce -91.3% 38 $2K
Vanguard Advisers Inc. 0.00% No change 33 $2K
CX Institutional 0.00% Add +3.5% 30 $2K
Smartleaf Asset Management LLC 0.00% No change 22 $1K
Financial Life Planners 0.00% No change 21 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 16 $1K
Glen Eagle Advisors, LLC 0.00% No change 15 $971
Asset Dedication, LLC 0.00% No change 13 $842
Planning Strategies Inc. 0.00% — 13 $841
Continuum Advisory, LLC 0.00% New 8 $518
Central Pacific Bank - Trust Division 0.00% No change 2 $129
Kilter Group LLC 0.00% No change 1 $97
Blue Trust, Inc. 0.00% No change 1 $65

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