WISDOMTREE TR DGS
EMG MKTS SMCAP · ETP · CUSIP 97717W281
177
institutional holders
38.4m
shares reported held*
$1.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.83. Options: 1 managers hold calls ($307.0k notional), 1 hold puts ($3.7m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $307.0k7.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.7m93.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Creative Planning 1.85% of their portfolio | 26.9m $1.1bn | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $41.3m | — |
| Cerity Partners LLC 0.35% of their portfolio | 733.1k $29.2m | — |
| WADDELL & ASSOCIATES, LLC 4.52% of their portfolio | 586.4k $23.4m | — |
| MORGAN STANLEY 0.00% of their portfolio | 498.2k $19.8m | — |
| Financial Planning & Information Services, Inc. 4.79% of their portfolio | 496.4k $19.8m | — |
| HighTower Advisors, LLC 0.05% of their portfolio | 435.7k $17.4m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 433.4k $17.3m | — |
| Aprio Wealth Management, LLC 6.21% of their portfolio | 388.4k $15.5m | — |
| NATIONAL BANK OF CANADA /FI/ 0.09% of their portfolio | 383.2k $15.1m | — |
| BOSTON FINANCIAL MANGEMENT LLC 0.60% of their portfolio | 344.5k $13.7m | — |
| EisnerAmper Wealth Management Corporate Benefits, LLC 6.73% of their portfolio | 296.6k $11.8m | — |
| Great Point Wealth Advisors, LLC 4.39% of their portfolio | 295.5k $11.8m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 284.3k $11.3m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.61% of their portfolio | 275.0k $11.0m | — |
| Efficient Advisors, LLC 0.79% of their portfolio | 227.0k $9.0m | — |
| Baker Ellis Asset Management LLC 1.92% of their portfolio | 221.0k $8.8m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 210.7k $8.4m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 196.2k $7.8m | — |
| UBS Group AG 0.00% of their portfolio | 194.4k $7.7m | — |
| Csenge Advisory Group 0.61% of their portfolio | 183.8k $7.3m | — |
| Neumann Capital Management, LLC 3.39% of their portfolio | 165.4k $6.6m | — |
| Relative Value Partners Group, LLC 0.50% of their portfolio | 154.5k $6.2m | — |
| Tortoise Investment Management, LLC 1.05% of their portfolio | 135.0k $5.4m | — |
| FIFTH THIRD BANCORP 0.03% of their portfolio | 126.3k $5.0m | — |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 118.2k $4.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 110.9k $4.4m | — |
| LPL Financial LLC 0.00% of their portfolio | 97.8k $3.9m | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.27% of their portfolio | 97.7k $3.9m | — |
| Shore Point Advisors, LLC 3.78% of their portfolio | 97.2k $3.9m | — |
| Steward Partners Investment Advisory, LLC 0.07% of their portfolio | 90.4k $3.6m | — |
| Unison Advisors LLC 0.66% of their portfolio | 88.9k $3.5m | — |
| TRUSTMARK BANK TRUST DEPARTMENT 0.33% of their portfolio | 86.6k $3.5m | — |
| Portland Global Advisors LLC 0.65% of their portfolio | 81.9k $3.3m | — |
| SMITH, MOORE & CO. 0.48% of their portfolio | 79.6k $3.2m | — |
| PARK AVENUE SECURITIES LLC 0.06% of their portfolio | 74.6k $3.0m | — |
| Cetera Advisors LLC 0.06% of their portfolio | 70.2k $2.8m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 67.2k $2.7m | — |
| PINNACLE ASSOCIATES LTD 0.06% of their portfolio | 66.3k $2.6m | — |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 60.1k $2.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 59.8k $2.4m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 57.9k $2.3m | — |
| Checchi Capital Advisers, LLC 0.25% of their portfolio | 57.8k $2.3m | — |
| Tacita Capital Inc 1.70% of their portfolio | 55.2k $2.2m | — |
| Focus Partners Advisor Solutions, LLC 0.13% of their portfolio | 55.0k $2.2m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 54.3k $2.2m | — |
| WESCAP Management Group, Inc. 0.80% of their portfolio | 52.3k $2.1m | — |
| Texas Yale Capital Corp. 0.13% of their portfolio | 50.3k $2.0m | — |
| Baird Financial Group, Inc. 0.01% of their portfolio | 50.3k $2.0m | — |
| ProVise Management Group, LLC 0.20% of their portfolio | 45.8k $1.8m | — |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 45.8k $1.8m | — |
| Alpha Omega Wealth Management LLC 0.33% of their portfolio | 43.8k $1.7m | — |
| Addison Advisors LLC 1.05% of their portfolio | 42.7k $1.7m | — |
| Armor Investment Advisors, LLC 1.14% of their portfolio | 42.1k $1.7m | — |
| VISTA INVESTMENT MANAGEMENT 1.03% of their portfolio | 42.0k $1.7m | — |
| OLD MISSION CAPITAL LLC 0.07% of their portfolio | 41.9k $1.7m | — |
| Chemistry Wealth Management LLC 0.59% of their portfolio | 37.7k $1.5m | — |
| WHITTIER TRUST CO 0.03% of their portfolio | 35.9k $1.4m | — |
| Sterling Financial Planning, Inc. 0.97% of their portfolio | 34.9k $1.4m | — |
| Nicholas Hoffman & Company, LLC. 0.06% of their portfolio | 34.5k $1.4m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% of their portfolio | 34.1k $1.4m | — |
| Perigon Wealth Management, LLC 0.12% of their portfolio | 33.6k $1.3m | — |
| Private Advisor Group, LLC 0.02% of their portfolio | 33.3k $1.3m | — |
| Insight Advisors, LLC/ PA 0.45% of their portfolio | 28.9k $1.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 25.9k $1.0m | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 25.8k $1.0m | — |
| Kathleen S. Wright Associates Inc. 0.82% of their portfolio | 25.5k $1.0m | — |
| Moser Wealth Advisors, LLC 0.75% of their portfolio | 24.0k $957.0k | — |
| Evanson Asset Management, LLC 0.11% of their portfolio | 24.0k $957.0k | — |
| Sovereign Financial Group, Inc. 0.39% of their portfolio | 24.0k $955.0k | — |
| BOSTON FAMILY OFFICE LLC 0.08% of their portfolio | 23.6k $942.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 23.6k $942.0k | — |
| Waterfront Wealth Inc. 0.35% of their portfolio | 22.7k $911.0k | — |
| Covenant Asset Management, LLC 0.35% of their portfolio | 22.1k $880.0k | — |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 20.8k $828.0k | — |
| Marion Wealth Management 0.42% of their portfolio | 20.4k $811.0k | — |
| Clearstead Advisors, LLC 0.07% of their portfolio | 20.2k $806.0k | — |
| Columbus Macro, LLC 0.33% of their portfolio | 20.0k $795.0k | — |
| Cetera Investment Advisers 0.01% of their portfolio | 19.2k $765.0k | — |
| AVAII WEALTH MANAGEMENT, LLC 0.79% of their portfolio | 19.0k $757.0k | — |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 16.1k $641.0k | — |
| 55I, LLC 0.02% of their portfolio | 15.7k $626.0k | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 15.1k $600.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 14.5k $576.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 14.2k $566.0k | — |
| ROPES WEALTH ADVISORS LLC 0.12% of their portfolio | 14.1k $561.0k | — |
| IFP Advisors, Inc 0.02% of their portfolio | 14.0k $730.0k | — |
| Parsec Financial Management, Inc. 0.03% of their portfolio | 13.8k $551.0k | — |
| Princeton Global Asset Management LLC 0.18% of their portfolio | 13.2k $526.0k | — |
| SIMON QUICK ADVISORS, LLC 0.07% of their portfolio | 13.2k $526.0k | — |
| My Legacy Advisors, LLC 0.26% of their portfolio | 12.8k $506.0k | — |
| BLUESTEIN R H & CO LLC 0.03% of their portfolio | 12.4k $495.0k | — |
| Betterment LLC 0.00% of their portfolio | 11.9k $529.0k | — |
| JFS WEALTH ADVISORS, LLC 0.05% of their portfolio | 11.7k $464.0k | — |
| LEAVELL INVESTMENT MANAGEMENT, INC. 0.04% of their portfolio | 11.5k $459.0k | — |
| RPG Investment Advisory, LLC 0.10% of their portfolio | 11.3k $450.0k | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 11.0k $439.0k | — |
| DAVENPORT & Co LLC 0.00% of their portfolio | 11.0k $436.0k | — |
| OneDigital Investment Advisors LLC 0.02% of their portfolio | 10.9k $434.0k | — |
| Chicago Partners Investment Group LLC 0.03% of their portfolio | 10.0k $416.0k | — |