Vault-13

WISDOMTREE TR DGS

EMG MKTS SMCAP · ETP · CUSIP 97717W281

234 institutional holders +7 vs Q1 2025
18,649,25818.6m shares reported held*
$1.0bnreported value*
23 new 75 added 85 reduced 21 sold out net sold ≈ $118.9m (-2.1m 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 ≈ $55.22.

Trends to Q2 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: 227Q2 25: 234234Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025234

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 97 bought or addedQ3 23: 80 cut or sold outQ4 23: 95 bought or addedQ4 23: 91 cut or sold outQ4 23Q1 24: 110 bought or addedQ1 24: 83 cut or sold outQ2 24: 110 bought or addedQ2 24: 95 cut or sold outQ2 24Q3 24: 119 bought or addedQ3 24: 92 cut or sold outQ4 24: 101 bought or addedQ4 24: 98 cut or sold outQ4 24Q1 25: 89 bought or addedQ1 25: 121 cut or sold outQ2 25: 98 bought or addedQ2 25: 106 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20239780
Q4 20239591
Q1 202411083
Q2 202411095
Q3 202411992
Q4 202410198
Q1 202589121
Q2 202598106

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ3 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 0.00Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$934.4k$5.4k0.01
Q4 2024$0$4.9k—
Q1 2025$9.7k$00.00
Q2 2025$0$0—

Biggest buyers

FLOW TRADERS U.S. LLC New +234,537+234.5k
Rockefeller Capital Management L.P. Added +138,968+139.0k
ROYAL BANK OF CANADA Added +84,362+84.4k
FIFTH THIRD BANCORP Added +78,891+78.9k
RAYMOND JAMES FINANCIAL INC Added +46,096+46.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +34,682+34.7k
Focus Partners Wealth Added +31,611+31.6k
ENVESTNET ASSET MANAGEMENT INC Added +23,230+23.2k
Avos Capital Management, LLC Added +23,119+23.1k
GREAT VALLEY ADVISOR GROUP, INC. Added +22,531+22.5k

Biggest sellers

Creative Planning Reduced -1,612,214-1.6m
OLD MISSION CAPITAL LLC Reduced -330,092-330.1k
MFA WEALTH ADVISORS, LLC Reduced -240,974-241.0k
Unison Advisors LLC Reduced -184,601-184.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -147,122-147.1k
Spectrum Wealth Advisory Group, LLC Reduced -104,189-104.2k
Econ Financial Services Corp Sold out -74,924-74.9k
HighTower Advisors, LLC Reduced -63,953-64.0k
UBS Group AG Reduced -58,563-58.6k
Qube Research & Technologies Ltd Sold out -29,743-29.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.26% of their portfolio OVERLAND PARK, KS 5,425,3745.4m $299.7m $299.7m 0.26% Reduced -1.6m -1,612,214
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,105,5691.1m $61.1m $61.1m 0.00% Added +10.3k +10,341
3 CW Advisors, LLC 0.38% of their portfolio BOSTON, MA 702,311702.3k $38.8m $38.8m 0.38% Added +21.6k +21,616
4 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 556,923556.9k $30.7m $30.7m 0.03% Added +12.5k +12,459
5 Unison Advisors LLC 3.30% of their portfolio PROVIDENCE, RI 533,921533.9k $29.5m $29.5m 3.30% Reduced -184.6k -184,601
6 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 507,801507.8k $28.1m $28.1m 0.04% Reduced -64.0k -63,953
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 502,645502.6k $27.8m $27.8m 0.00% Added +13.2k +13,158
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 421,979422.0k $23.3m $23.3m 0.01% Added +23.2k +23,230
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 421,501421.5k $23.3m $23.3m 0.01% Added +1.4k +1,381
10 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 379,635379.6k $21.0m $21.0m 0.05% Added +8.6k +8,626
11 FIFTH THIRD BANCORP 0.06% of their portfolio CINCINNATI, OH 334,757334.8k $18.5m $18.5m 0.06% Added +78.9k +78,891
12 NorthCoast Asset Management LLC 0.07% of their portfolio STAMFORD, CT 283,320283.3k $15.7m $15.7m 0.07% Added +9.9k +9,906
13 GREAT VALLEY ADVISOR GROUP, INC. 0.34% of their portfolio WILMINGTON, DE 279,920279.9k $15.5m $15.5m 0.34% Added +22.5k +22,531
14 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 274,802274.8k $15.2m $15.2m 0.02% Added +139.0k +138,968
15 Tortoise Investment Management, LLC 1.41% of their portfolio WHITE PLAINS, NY 267,215267.2k $14.8m $14.8m 1.41% Added +10.4k +10,375
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 247,056247.1k $13.6m $13.6m 0.00% Added +46.1k +46,096
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 241,031241.0k $13.3m $13.3m 0.00% Added +3.3k +3,279
18 FLOW TRADERS U.S. LLC 0.48% of their portfolio NEW YORK, NY 234,537234.5k $13.0m $13.0m 0.48% New
19 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 233,048233.0k $12.9m $12.9m 0.12% Added +17.9k +17,875
20 BIP Wealth, LLC 0.70% of their portfolio ATLANTA, GA 205,125205.1k $11.3m $11.3m 0.70% Reduced -23.3k -23,328
21 Efficient Advisors, LLC 0.59% of their portfolio BEAVERTON, OR 180,878180.9k $10.0m $10.0m 0.59% Reduced -6.8k -6,840
22 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 180,761180.8k $10.0m $10.0m 0.02% Reduced -9.4k -9,424
23 Neumann Capital Management, LLC 2.82% of their portfolio FOSTER CITY, CA 162,504162.5k $9.0m $9.0m 2.82% Reduced -3.6k -3,581
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 157,335157.3k $8.7m $8.7m 0.01% Added +34.7k +34,682
25 Csenge Advisory Group 0.43% of their portfolio CLEARWATER, FL 155,239155.2k $8.2m $8.2m 0.43% Reduced -529 -529
26 Checchi Capital Advisers, LLC 0.59% of their portfolio BEVERLY HILLS, CA 154,085154.1k $8.5m $8.5m 0.59% Reduced -24.6k -24,568
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 142,764142.8k $7.9m $7.9m 0.00% Added +20.9k +20,916
28 Portland Global Advisors LLC 0.90% of their portfolio PORTLAND, ME 138,045138.0k $7.6m $7.6m 0.90% Added +4.3k +4,329
29 Cascade Financial Partners, LLC 0.89% of their portfolio SAN DIEGO, CA 133,453133.5k $7.4m $7.4m 0.89% Reduced -4.9k -4,923
30 Prosperity Consulting Group, LLC 0.52% of their portfolio OWINGS MILLS, MD 129,306129.3k $7.1m $7.1m 0.52% Reduced -9.7k -9,668
31 Baker Ellis Asset Management LLC 0.98% of their portfolio Vancouver, WA 129,188129.2k $7.1m $7.1m 0.98% Added +3.8k +3,779
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 126,543126.5k $7.0m $7.0m 0.00% Reduced -58.6k -58,563
33 Stonebridge Wealth Management, LLC 6.35% of their portfolio OAK BROOK, IL 121,797121.8k $6.7m $6.7m 6.35% First filing
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 121,542121.5k $6.7m $6.7m 0.00% Added +84.4k +84,362
35 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2.17% of their portfolio WALTHAM, MA 117,323117.3k $6.5m $6.5m 2.17% Added +2.7k +2,667
36 O'Connor Financial Group LLC 2.89% of their portfolio QUINCY, IL 116,600116.6k $6.6m $6.6m 2.89% Added +5.8k +5,833
37 Inlight Wealth Management, LLC 2.79% of their portfolio ATLANTA, GA 97,51997.5k $5.4m $5.4m 2.79% Reduced -4.6k -4,643
38 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 95,42095.4k $5.3m $5.3m 0.04% Added +1.6k +1,586
39 Avos Capital Management, LLC 3.00% of their portfolio SEATTLE, WA 95,39395.4k $5.3m $5.3m 3.00% Added +23.1k +23,119
40 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 92,19892.2k $5.1m $5.1m 0.02% Added +9.6k +9,627
41 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 89,95590.0k $5.0m $5.0m 0.01% Added +5.8k +5,815
42 SMITH, MOORE & CO. 0.41% of their portfolio CLAYTON, MO 88,31388.3k $4.9m $4.9m 0.41% Reduced -1.6k -1,593
43 Spectrum Wealth Advisory Group, LLC 2.14% of their portfolio GRANITE BAY, CA 83,22483.2k $4.6m $4.6m 2.14% Reduced -104.2k -104,189
44 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 81,29581.3k $4.5m $4.5m 0.01% Added +9.5k +9,475
45 BKM Wealth Management, LLC 1.71% of their portfolio BROOKFIELD, WI 79,19179.2k $4.4m $4.4m 1.71% Reduced -1.1k -1,065
46 Causey Wealth LLC 2.23% of their portfolio GREENWOOD VILLAGE, CO 78,39578.4k $4.3m $4.3m 2.23% Reduced -20.4k -20,363
47 Shore Point Advisors, LLC 2.06% of their portfolio BRIELLE, NJ 77,51777.5k $4.3m $4.3m 2.06% Added +1.5k +1,465
48 rebel Financial LLC 1.81% of their portfolio GROVEPORT, OH 71,99872.0k $4.0m $4.0m 1.81% First filing
49 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 65,14065.1k $3.6m $3.6m 0.10% Reduced -330.1k -330,092
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 62,49762.5k $3.5m $3.5m 0.00% Reduced -147.1k -147,122
51 Beckerman Institutional, LLC 2.25% of their portfolio OCEAN GROVE, NJ 61,25861.3k $3.4m $3.4m 2.25% Added +2.8k +2,799
52 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 57,33757.3k $3.2m $3.2m 0.01% Reduced -1.5k -1,521
53 United Advisor Group, LLC 0.53% of their portfolio CINCINNATI, OH 55,54155.5k $3.1m $3.1m 0.53% Added +762 +762
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 53,48253.5k $3.0m $3.0m 0.00% Reduced -2.2k -2,190
55 Addison Advisors LLC 0.70% of their portfolio MIDDLEBURY, VT 50,94250.9k $2.8m $2.8m 0.70% Reduced -88 -88
56 Haven Private, LLC 1.19% of their portfolio ORLANDO, FL 48,56048.6k $2.7m $2.7m 1.19% Reduced -354 -354
57 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 47,54147.5k $2.6m $2.6m 0.04% Added +5.7k +5,657
58 Nicholas Hoffman & Company, LLC. 0.07% of their portfolio ATLANTA, GA 47,17347.2k $2.6m $2.6m 0.07% Reduced -86 -86
59 WESCAP Management Group, Inc. 0.59% of their portfolio Glendale, CA 46,60646.6k $2.6m $2.6m 0.59% Reduced -2.1k -2,062
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 43,48043.5k $2.4m $2.4m 0.00% Added +607 +607
61 Occidental Asset Management, LLC 0.32% of their portfolio Burlingame, CA 42,03142.0k $2.3m $2.3m 0.32% Reduced -679 -679
62 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 40,74740.7k $2.3m $2.3m 0.03% Reduced -2.3k -2,251
63 Sterling Financial Planning, Inc. 0.74% of their portfolio SPARTA, NJ 40,09540.1k $2.2m $2.2m 0.74% Added +141 +141
64 Alpha Omega Wealth Management LLC 0.39% of their portfolio RICHMOND, VA 39,84639.8k $2.2m $2.2m 0.39% Added +660 +660
65 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 39,76339.8k $2.2m $2.2m 0.05% First filing
66 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 38,87238.9k $2.1m $2.1m 0.03% Reduced -975 -975
67 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 38,36738.4k $2.1m $2.1m 0.00% Added +31.6k +31,611
68 Texas Yale Capital Corp. 0.07% of their portfolio ST. PETERSBURG, FL 38,28338.3k $2.1m $2.1m 0.07% Unchanged
69 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 37,72837.7k $2.1m $2.1m 0.01% Added +533 +533
70 FFG RETIREMENT ADVISORS LLC 1.22% of their portfolio CENTENNIAL, CO 35,24435.2k $1.9m $1.9m 1.22% Added +122 +122
71 VISTA INVESTMENT MANAGEMENT 0.71% of their portfolio PITTSBURGH, PA 34,72434.7k $1.9m $1.9m 0.71% Reduced -3.0k -3,011
72 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 34,65234.7k $1.9m $1.9m 0.01% Added +176 +176
73 FAMILY WEALTH PARTNERS, LLC 0.76% of their portfolio MATTHEWS, NC 34,32434.3k $1.9m $1.9m 0.76% Reduced -115 -115
74 Sound Stewardship, LLC 0.98% of their portfolio Overland Park, KS 34,32334.3k $1.9m $1.9m 0.98% Added +2.6k +2,566
75 MFA WEALTH ADVISORS, LLC 0.42% of their portfolio PITTSBURGH, PA 32,33632.3k $1.8m $1.8m 0.42% Reduced -241.0k -240,974
76 Marathon Strategic Advisors, LLC 1.61% of their portfolio PITTSBURGH, PA 31,40531.4k $1.7m $1.7m 1.61% Added +806 +806
77 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 31,18231.2k $1.7m $1.7m 0.04% Added +902 +902
78 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,23429.2k $1.6m $1.6m 0.00% Added +2.5k +2,550
79 EASTERN BANK 0.03% of their portfolio BOSTON, MA 29,05629.1k $1.6m $1.6m 0.03% Reduced -5.0k -5,023
80 DHK Financial Advisors, Inc. 0.84% of their portfolio PORTSMOUTH, NH 28,20028.2k $1.5m $1.5m 0.84% Added +14.1k +14,100
81 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,45827.5k $1.5m $1.5m 0.01% Reduced -245 -245
82 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 23,84123.8k $1.3m $1.3m 0.02% Reduced -10.0k -10,037
83 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 22,54822.5k $1.2m $1.2m 0.03% Reduced -425 -425
84 Waterfront Wealth Inc. 0.27% of their portfolio OVERLAND PARK, KS 21,93521.9k $1.2m $1.2m 0.27% Added +845 +845
85 Evanson Asset Management, LLC 0.07% of their portfolio CARMEL, CA 21,42021.4k $1.2m $1.2m 0.07% Reduced -409 -409
86 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,17521.2k $1.2m $1.2m 0.00% Added +15.0k +15,020
87 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 19,89419.9k $1.1m $1.1m 0.07% Reduced -4.4k -4,386
88 Farmers & Merchants Trust Co of Chambersburg PA 0.34% of their portfolio CHAMBERSBURG, PA 19,58219.6k $1.1m $1.1m 0.34% Added +4.2k +4,246
89 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 19,41319.4k $1.1m $1.1m 0.01% Added +92 +92
90 Exchange Capital Management, Inc. 0.15% of their portfolio Ann Arbor, MI 18,22518.2k $1.0m $1.0m 0.15% Added +2.1k +2,122
91 Financial Harvest, LLC 0.69% of their portfolio WINTER PARK, FL 16,76416.8k $926.1k $926.1k 0.69% New
92 Lodestone Wealth Management LLC 0.41% of their portfolio SPOKANE, WA 15,17615.2k $838.3k $838.3k 0.41% Reduced -1.4k -1,366
93 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,16315.2k $837.6k $837.6k 0.00% Reduced -17.2k -17,195
94 Covenant Asset Management, LLC 0.17% of their portfolio CHESTER, NJ 15,06215.1k $832.0k $832.0k 0.17% Reduced -375 -375
95 American Capital Advisory, LLC 0.41% of their portfolio KETCHUM, ID 14,90014.9k $823.1k $823.1k 0.41% Reduced -272 -272
96 Moser Wealth Advisors, LLC 0.38% of their portfolio BELLEVUE, WA 14,47614.5k $799.6k $799.6k 0.38% Reduced -8.5k -8,485
97 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 13,31513.3k $735.5k $735.5k 0.01% Added +5 +5
98 TRUSTMARK BANK TRUST DEPARTMENT 0.05% of their portfolio JACKSON, MS 13,28213.3k $733.7k $733.7k 0.05% Reduced -3.3k -3,324
99 Biltmore Family Office, LLC 0.12% of their portfolio CHARLOTTE, NC 12,98813.0k $717.5k $717.5k 0.12% Reduced -1.7k -1,665
100 BOSTON FAMILY OFFICE LLC 0.05% of their portfolio BOSTON, MA 12,65912.7k $699.0k $699.0k 0.05% Added +467 +467