Vault-13

WISDOMTREE TR DGS

EMG MKTS SMCAP · ETP · CUSIP 97717W281

227 institutional holders -19 vs Q4 2024
20,631,24520.6m shares reported held*
$996.9mreported value*
18 new 71 added 89 reduced 32 sold out net sold ≈ $151.7m (-3.1m shares)

* 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 ≈ $48.32. Options: 1 managers hold calls ($9.7k notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 177Q4 22: 181Q1 23: 196Q2 23: 193Q3 23: 200Q4 23: 216Q1 24: 223Q2 24: 232Q3 24: 235Q4 24: 246Q1 25: 227227Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022177
Q4 2022181
Q1 2023196
Q2 2023193
Q3 2023200
Q4 2023216
Q1 2024223
Q2 2024232
Q3 2024235
Q4 2024246
Q1 2025227

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 92 bought or addedQ2 23: 84 cut or sold outQ3 23: 97 bought or addedQ3 23: 80 cut or sold outQ3 23Q4 23: 95 bought or addedQ4 23: 91 cut or sold outQ1 24: 110 bought or addedQ1 24: 83 cut or sold outQ1 24Q2 24: 110 bought or addedQ2 24: 95 cut or sold outQ3 24: 119 bought or addedQ3 24: 92 cut or sold outQ3 24Q4 24: 101 bought or addedQ4 24: 98 cut or sold outQ1 25: 89 bought or addedQ1 25: 121 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239284
Q3 20239780
Q4 20239591
Q1 202411083
Q2 202411095
Q3 202411992
Q4 202410198
Q1 202589121

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 24 calls: $10.3kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $934.4kQ3 24 puts: $5.4kQ3 24P/C 0.01Q4 24 calls: $0Q4 24 puts: $4.9kQ4 24P/C —Q1 25 calls: $9.7kQ1 25 puts: $0Q1 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2024$10.3k$00.00
Q3 2024$934.4k$5.4k0.01
Q4 2024$0$4.9k—
Q1 2025$9.7k$00.00

Biggest buyers

CAPTRUST FINANCIAL ADVISORS New +371,009+371.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +114,366+114.4k
Econ Financial Services Corp New +74,924+74.9k
FIFTH THIRD BANCORP Added +46,458+46.5k
Spectrum Wealth Advisory Group, LLC Added +40,032+40.0k
MML INVESTORS SERVICES, LLC Added +37,010+37.0k
HighTower Advisors, LLC Added +35,928+35.9k
Qube Research & Technologies Ltd New +29,743+29.7k
CW Advisors, LLC Added +28,908+28.9k
CITADEL ADVISORS LLC Added +26,458+26.5k

Biggest sellers

Creative Planning Reduced -1,885,753-1.9m
VICTORY CAPITAL MANAGEMENT INC Sold out -284,323-284.3k
EASTERN BANK Reduced -244,832-244.8k
AMERIPRISE FINANCIAL INC Reduced -243,226-243.2k
ROYAL BANK OF CANADA Reduced -143,828-143.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -110,114-110.1k
BANK OF AMERICA CORP /DE/ Reduced -103,718-103.7k
Laurel Wealth Planning LLC Reduced -103,647-103.6k
JANE STREET GROUP, LLC Sold out -101,604-101.6k
LPL Financial LLC Reduced -93,850-93.8k

Biggest calls

CITADEL ADVISORS LLC New $9.7k200 shares

Biggest puts

None

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.32% of their portfolio OVERLAND PARK, KS 7,037,5887.0m $340.0m $340.0m 0.32% Reduced -1.9m -1,885,753
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,095,2281.1m $52.9m $52.9m 0.00% Reduced -103.7k -103,718
3 Unison Advisors LLC 4.42% of their portfolio PROVIDENCE, RI 718,522718.5k $34.7m $34.7m 4.42% Reduced -88.9k -88,935
4 CW Advisors, LLC 0.39% of their portfolio BOSTON, MA 680,695680.7k $32.9m $32.9m 0.39% Added +28.9k +28,908
5 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 571,754571.8k $27.6m $27.6m 0.04% Added +35.9k +35,928
6 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 544,464544.5k $26.3m $26.3m 0.03% Added +8.9k +8,874
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 489,487489.5k $23.6m $23.6m 0.00% Reduced -43.1k -43,061
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 420,120420.1k $20.3m $20.3m 0.01% Reduced -93.8k -93,850
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 398,749398.7k $19.3m $19.3m 0.01% Added +5.5k +5,506
10 OLD MISSION CAPITAL LLC 0.37% of their portfolio CHICAGO, IL 395,232395.2k $19.1m $19.1m 0.37% Added +6.5k +6,510
11 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 371,009371.0k $17.9m $17.9m 0.04% New
12 NorthCoast Asset Management LLC 0.07% of their portfolio STAMFORD, CT 273,414273.4k $13.2m $13.2m 0.07% Added +6.8k +6,834
13 MFA WEALTH ADVISORS, LLC 3.27% of their portfolio PITTSBURGH, PA 273,310273.3k $13.2m $13.2m 3.27% Added +16.4k +16,358
14 GREAT VALLEY ADVISOR GROUP, INC. 0.27% of their portfolio WILMINGTON, DE 257,389257.4k $12.4m $12.4m 0.27% Added +11.0k +11,032
15 Tortoise Investment Management, LLC 1.29% of their portfolio WHITE PLAINS, NY 256,840256.8k $12.4m $12.4m 1.29% Added +17.3k +17,263
16 FIFTH THIRD BANCORP 0.05% of their portfolio CINCINNATI, OH 255,866255.9k $12.4m $12.4m 0.05% Added +46.5k +46,458
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 237,752237.8k $11.5m $11.5m 0.00% Reduced -56.4k -56,361
18 BIP Wealth, LLC 0.72% of their portfolio ATLANTA, GA 228,453228.5k $11.0m $11.0m 0.72% Reduced -36.1k -36,060
19 PARK AVENUE SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 215,173215.2k $10.4m $10.4m 0.13% Added +8.2k +8,211
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 209,619209.6k $10.1m $10.1m 0.01% Reduced -110.1k -110,114
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 200,960201.0k $9.7m $9.7m 0.00% Reduced -23.0k -22,969
22 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 190,185190.2k $9.2m $9.2m 0.02% Reduced -12.2k -12,159
23 Efficient Advisors, LLC 0.59% of their portfolio BEAVERTON, OR 187,718187.7k $9.1m $9.1m 0.59% Reduced -5.9k -5,885
24 Spectrum Wealth Advisory Group, LLC 4.34% of their portfolio GRANITE BAY, CA 187,413187.4k $9.1m $9.1m 4.34% Added +40.0k +40,032
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 185,106185.1k $8.9m $8.9m 0.00% Reduced -3.6k -3,632
26 Checchi Capital Advisers, LLC 0.61% of their portfolio BEVERLY HILLS, CA 178,653178.7k $8.6m $8.6m 0.61% Added +4.1k +4,092
27 Neumann Capital Management, LLC 2.77% of their portfolio FOSTER CITY, CA 166,085166.1k $8.0m $8.0m 2.77% Reduced -236 -236
28 Csenge Advisory Group 0.42% of their portfolio CLEARWATER, FL 155,768155.8k $7.4m $7.4m 0.42% Reduced -2.9k -2,923
29 Prosperity Consulting Group, LLC 0.52% of their portfolio OWINGS MILLS, MD 138,974139.0k $6.7m $6.7m 0.52% Reduced -4.9k -4,897
30 Cascade Financial Partners, LLC 0.84% of their portfolio SAN DIEGO, CA 138,376138.4k $6.7m $6.7m 0.84% Added +7.9k +7,907
31 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 135,834135.8k $6.6m $6.6m 0.02% Added +3.6k +3,648
32 Portland Global Advisors LLC 0.81% of their portfolio PORTLAND, ME 133,716133.7k $6.5m $6.5m 0.81% Added +4.3k +4,289
33 Baker Ellis Asset Management LLC 0.87% of their portfolio Vancouver, WA 125,409125.4k $6.1m $6.1m 0.87% Reduced -1.4k -1,405
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 122,653122.7k $5.9m $5.9m 0.01% Added +114.4k +114,366
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 121,848121.8k $5.9m $5.9m 0.00% Reduced -243.2k -243,226
36 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2.06% of their portfolio WALTHAM, MA 114,656114.7k $5.5m $5.5m 2.06% Reduced -363 -363
37 O'Connor Financial Group LLC 2.78% of their portfolio QUINCY, IL 110,767110.8k $5.4m $5.4m 2.78% Added +5.0k +5,049
38 Inlight Wealth Management, LLC 3.05% of their portfolio ATLANTA, GA 102,162102.2k $4.9m $4.9m 3.05% Reduced -9.3k -9,288
39 Causey Wealth LLC 2.67% of their portfolio GREENWOOD VILLAGE, CO 98,75898.8k $4.8m $4.8m 2.67% Reduced -12.7k -12,693
40 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 93,83493.8k $4.5m $4.5m 0.04% Reduced -9.3k -9,299
41 SMITH, MOORE & CO. 0.40% of their portfolio CLAYTON, MO 89,90689.9k $4.3m $4.3m 0.40% Added +3.6k +3,618
42 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 84,14084.1k $4.1m $4.1m 0.01% Added +973 +973
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 82,57182.6k $4.0m $4.0m 0.01% Added +16.9k +16,902
44 BKM Wealth Management, LLC 1.60% of their portfolio BROOKFIELD, WI 80,25680.3k $3.9m $3.9m 1.60% Added +1.4k +1,419
45 Shore Point Advisors, LLC 1.94% of their portfolio BRIELLE, NJ 76,05276.1k $3.7m $3.7m 1.94% Reduced -667 -667
46 Great Point Wealth Advisors, LLC 0.79% of their portfolio BOSTON, MA 75,91875.9k $3.7m $3.7m 0.79% Reduced -1.5k -1,502
47 Econ Financial Services Corp 1.93% of their portfolio HARRISBURG, PA 74,92474.9k $3.6m $3.6m 1.93% New
48 Avos Capital Management, LLC 2.30% of their portfolio SEATTLE, WA 72,27472.3k $3.5m $3.5m 2.30% Added +1.3k +1,331
49 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,82071.8k $3.5m $3.5m 0.01% Added +37.0k +37,010
50 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 58,85858.9k $2.8m $2.8m 0.01% Reduced -5.3k -5,273
51 Beckerman Institutional, LLC 2.04% of their portfolio OCEAN GROVE, NJ 58,45958.5k $2.8m $2.8m 2.04% Added +3.9k +3,850
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 55,67255.7k $2.7m $2.7m 0.01% Reduced -1.7k -1,673
53 United Advisor Group, LLC 0.54% of their portfolio CINCINNATI, OH 54,77954.8k $2.6m $2.6m 0.54% Added +2.5k +2,458
54 Addison Advisors LLC 0.67% of their portfolio MIDDLEBURY, VT 51,03051.0k $2.5m $2.5m 0.67% Added +575 +575
55 Haven Private, LLC 1.34% of their portfolio ORLANDO, FL 48,91448.9k $2.4m $2.4m 1.34% Reduced -432 -432
56 WESCAP Management Group, Inc. 0.57% of their portfolio Glendale, CA 48,66848.7k $2.4m $2.4m 0.57% Reduced -925 -925
57 Nicholas Hoffman & Company, LLC. 0.09% of their portfolio ATLANTA, GA 47,25947.3k $2.3m $2.3m 0.09% Reduced -70 -70
58 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 42,99843.0k $2.1m $2.1m 0.03% Added +2.1k +2,085
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 42,87342.9k $2.1m $2.1m 0.00% Added +459 +459
60 Occidental Asset Management, LLC 0.31% of their portfolio Burlingame, CA 42,71042.7k $2.1m $2.1m 0.31% Added +15.0k +15,002
61 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 41,88441.9k $2.0m $2.0m 0.03% Added +2.1k +2,121
62 Sterling Financial Planning, Inc. 0.70% of their portfolio SPARTA, NJ 39,95440.0k $1.9m $1.9m 0.70% Reduced -303 -303
63 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 39,84739.8k $1.9m $1.9m 0.03% Reduced -250 -250
64 Alpha Omega Wealth Management LLC 0.36% of their portfolio RICHMOND, VA 39,18639.2k $1.9m $1.9m 0.36% Reduced -9.7k -9,660
65 Texas Yale Capital Corp. 0.08% of their portfolio ST. PETERSBURG, FL 38,28338.3k $1.8m $1.8m 0.08% Reduced -11.8k -11,775
66 VISTA INVESTMENT MANAGEMENT 0.71% of their portfolio PITTSBURGH, PA 37,73537.7k $1.8m $1.8m 0.71% Reduced -511 -511
67 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 37,19537.2k $1.8m $1.8m 0.01% Added +3.8k +3,824
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,18037.2k $1.8m $1.8m 0.00% Reduced -143.8k -143,828
69 FFG RETIREMENT ADVISORS LLC 1.16% of their portfolio CENTENNIAL, CO 35,12235.1k $1.7m $1.7m 1.16% Added +4.8k +4,795
70 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 34,47634.5k $1.7m $1.7m 0.01% Reduced -924 -924
71 FAMILY WEALTH PARTNERS, LLC 0.76% of their portfolio MATTHEWS, NC 34,43934.4k $1.7m $1.7m 0.76% Reduced -356 -356
72 EASTERN BANK 0.03% of their portfolio BOSTON, MA 34,07934.1k $1.6m $1.6m 0.03% Reduced -244.8k -244,832
73 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 33,87833.9k $1.6m $1.6m 0.02% Reduced -1.1k -1,071
74 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,35832.4k $1.6m $1.6m 0.00% Added +26.5k +26,458
75 Sound Stewardship, LLC 0.87% of their portfolio Overland Park, KS 31,75731.8k $1.5m $1.5m 0.87% Added +735 +735
76 Marathon Strategic Advisors, LLC 1.59% of their portfolio PITTSBURGH, PA 30,59930.6k $1.5m $1.5m 1.59% Added +422 +422
77 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 30,28030.3k $1.5m $1.5m 0.04% Reduced -2.2k -2,194
78 Bison Wealth, LLC 0.14% of their portfolio ATLANTA, GA 29,95330.0k $1.5m $1.5m 0.14% Added +21.5k +21,510
79 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 29,74329.7k $1.4m $1.4m 0.00% New
80 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,70327.7k $1.3m $1.3m 0.01% Unchanged
81 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,68426.7k $1.3m $1.3m 0.00% Added +8.1k +8,077
82 Insight Advisors, LLC/ PA 0.21% of their portfolio Newtown, PA 25,16425.2k $1.2m $1.2m 0.21% Reduced -15.6k -15,559
83 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 24,28024.3k $1.2m $1.2m 0.08% Added +311 +311
84 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 22,97323.0k $1.1m $1.1m 0.03% Reduced -2.5k -2,521
85 Moser Wealth Advisors, LLC 0.58% of their portfolio BELLEVUE, WA 22,96123.0k $1.1m $1.1m 0.58% Reduced -697 -697
86 Evanson Asset Management, LLC 0.07% of their portfolio CARMEL, CA 21,82921.8k $1.1m $1.1m 0.07% Added +8 +8
87 Waterfront Wealth Inc. 0.25% of their portfolio OVERLAND PARK, KS 21,09021.1k $1.0m $1.0m 0.25% Added +665 +665
88 Asset Allocation & Management Company, LLC 0.49% of their portfolio CHICAGO, IL 20,00020.0k $966.0k $966.0k 0.49% New
89 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 19,32119.3k $933.4k $933.4k 0.01% Added +1.2k +1,172
90 TRUSTMARK BANK TRUST DEPARTMENT 0.06% of their portfolio JACKSON, MS 16,60616.6k $802.2k $802.2k 0.06% Reduced -1.1k -1,070
91 Lodestone Wealth Management LLC 0.43% of their portfolio SPOKANE, WA 16,54216.5k $799.1k $799.1k 0.43% New
92 Exchange Capital Management, Inc. 0.13% of their portfolio Ann Arbor, MI 16,10316.1k $777.9k $777.9k 0.13% Added +1.1k +1,057
93 Covenant Asset Management, LLC 0.19% of their portfolio CHESTER, NJ 15,43715.4k $745.8k $745.8k 0.19% Unchanged
94 Farmers & Merchants Trust Co of Chambersburg PA 0.26% of their portfolio CHAMBERSBURG, PA 15,33615.3k $741.0k $741.0k 0.26% Added +1.3k +1,334
95 American Capital Advisory, LLC 0.40% of their portfolio KETCHUM, ID 15,17215.2k $733.0k $733.0k 0.40% Reduced -23 -23
96 Biltmore Family Office, LLC 0.12% of their portfolio CHARLOTTE, NC 14,65314.7k $707.9k $707.9k 0.12% Unchanged
97 ProVise Management Group, LLC 0.06% of their portfolio CLEARWATER, FL 14,16514.2k $684.3k $684.3k 0.06% Reduced -1.3k -1,286
98 DHK Financial Advisors, Inc. 0.37% of their portfolio PORTSMOUTH, NH 14,10014.1k $681.2k $681.2k 0.37% New
99 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,89013.9k $671.0k $671.0k 0.00% Reduced -567 -567
100 Columbus Macro, LLC 0.09% of their portfolio NEW CASTLE, PA 13,81413.8k $667.4k $667.4k 0.09% Reduced -816 -816