Vault-13

WISDOMTREE TR DGS

EMG MKTS SMCAP · ETP · CUSIP 97717W281

233 institutional holders -1 vs Q2 2025
17,762,30317.8m shares reported held*
$1.0bnreported value*
17 new 83 added 79 reduced 11 sold out net sold ≈ $8.0m (-148.6k 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 ≈ $57.33.

Trends to Q3 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: 234Q3 25: 233233Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025233

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 98 bought or addedQ2 25: 106 cut or sold outQ3 25: 100 bought or addedQ3 25: 90 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20239591
Q1 202411083
Q2 202411095
Q3 202411992
Q4 202410198
Q1 202589121
Q2 202598106
Q3 202510090

Calls vs puts

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

CallsPuts
$0$2.5k$5k$7.5k$10kQ4 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 —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$4.9k—
Q1 2025$9.7k$00.00
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

OSAIC HOLDINGS, INC. Added +345,720+345.7k
Spectrum Wealth Advisory Group, LLC Added +271,528+271.5k
AMERIPRISE FINANCIAL INC Added +229,008+229.0k
SEVEN MILE ADVISORY New +91,183+91.2k
Diversify Advisory Services, LLC New +53,420+53.4k
LPL Financial LLC Added +45,161+45.2k
BANK OF AMERICA CORP /DE/ Added +34,261+34.3k
RAYMOND JAMES FINANCIAL INC Added +29,290+29.3k
Focus Partners Advisor Solutions, LLC Added +27,752+27.8k
Lido Advisors, LLC New +22,057+22.1k

Biggest sellers

Creative Planning Reduced -468,226-468.2k
FLOW TRADERS U.S. LLC Sold out -234,537-234.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -153,595-153.6k
Rockefeller Capital Management L.P. Reduced -141,482-141.5k
Unison Advisors LLC Reduced -91,987-92.0k
ROYAL BANK OF CANADA Reduced -83,573-83.6k
rebel Financial LLC Reduced -71,998-72.0k
OLD MISSION CAPITAL LLC Sold out -65,140-65.1k
Focus Partners Wealth Reduced -31,880-31.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -22,137-22.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.22% of their portfolio OVERLAND PARK, KS 4,957,1485.0m $283.1m $283.1m 0.22% Reduced -468.2k -468,226
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,139,8301.1m $65.1m $65.1m 0.00% Added +34.3k +34,261
3 NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio MONTREAL, A8 570,825570.8k $32.5m $32.5m 0.04% Added +13.9k +13,902
4 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 509,766509.8k $29.1m $29.1m 0.03% Added +2.0k +1,965
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 495,032495.0k $28.3m $28.3m 0.00% Reduced -7.6k -7,613
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 466,662466.7k $26.6m $26.6m 0.01% Added +45.2k +45,161
7 Unison Advisors LLC 2.30% of their portfolio PROVIDENCE, RI 441,934441.9k $25.2m $25.2m 2.30% Reduced -92.0k -91,987
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 399,842399.8k $22.8m $22.8m 0.01% Reduced -22.1k -22,137
9 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 387,255387.3k $22.1m $22.1m 0.05% Added +7.6k +7,620
10 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 374,954375.0k $21.4m $21.4m 0.03% Added +345.7k +345,720
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 371,772371.8k $21.2m $21.2m 0.00% Added +229.0k +229,008
12 Spectrum Wealth Advisory Group, LLC 8.36% of their portfolio GRANITE BAY, CA 354,752354.8k $20.3m $20.3m 8.36% Added +271.5k +271,528
13 FIFTH THIRD BANCORP 0.06% of their portfolio CINCINNATI, OH 340,480340.5k $19.4m $19.4m 0.06% Added +5.7k +5,723
14 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 288,183288.2k $16.5m $16.5m 0.06% Added +4.9k +4,863
15 GREAT VALLEY ADVISOR GROUP, INC. 0.33% of their portfolio WILMINGTON, DE 285,326285.3k $16.3m $16.3m 0.33% Added +5.4k +5,406
16 Tortoise Investment Management, LLC 1.41% of their portfolio WHITE PLAINS, NY 277,597277.6k $15.9m $15.9m 1.41% Added +10.4k +10,382
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 276,346276.3k $15.8m $15.8m 0.01% Added +29.3k +29,290
18 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 238,973239.0k $13.6m $13.6m 0.11% Added +5.9k +5,925
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 237,627237.6k $13.6m $13.6m 0.00% Reduced -3.4k -3,404
20 BIP Wealth, LLC 0.52% of their portfolio ATLANTA, GA 184,165184.2k $10.5m $10.5m 0.52% Reduced -21.0k -20,960
21 Efficient Advisors, LLC 0.58% of their portfolio BEAVERTON, OR 179,319179.3k $10.2m $10.2m 0.58% Reduced -1.6k -1,559
22 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 176,471176.5k $10.1m $10.1m 0.02% Reduced -4.3k -4,290
23 Neumann Capital Management, LLC 2.68% of their portfolio FOSTER CITY, CA 160,737160.7k $9.2m $9.2m 2.68% Reduced -1.8k -1,767
24 Checchi Capital Advisers, LLC 0.59% of their portfolio BEVERLY HILLS, CA 150,794150.8k $8.6m $8.6m 0.59% Reduced -3.3k -3,291
25 Baker Ellis Asset Management LLC 1.01% of their portfolio Vancouver, WA 143,127143.1k $8.2m $8.2m 1.01% Added +13.9k +13,939
26 Csenge Advisory Group 0.39% of their portfolio CLEARWATER, FL 142,667142.7k $8.1m $8.1m 0.39% Reduced -12.6k -12,572
27 Portland Global Advisors LLC 0.90% of their portfolio PORTLAND, ME 141,390141.4k $8.1m $8.1m 0.90% Added +3.3k +3,345
28 Cascade Financial Partners, LLC 0.88% of their portfolio SAN DIEGO, CA 135,047135.0k $7.7m $7.7m 0.88% Added +1.6k +1,594
29 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 133,320133.3k $7.6m $7.6m 0.01% Reduced -141.5k -141,482
30 Stonebridge Wealth Management, LLC 5.86% of their portfolio OAK BROOK, IL 119,601119.6k $6.8m $6.8m 5.86% Reduced -2.2k -2,196
31 O'Connor Financial Group LLC 2.86% of their portfolio QUINCY, IL 119,398119.4k $6.8m $6.8m 2.86% Added +2.8k +2,798
32 Prosperity Consulting Group, LLC 0.33% of their portfolio OWINGS MILLS, MD 116,980117.0k $6.7m $6.7m 0.33% Reduced -12.3k -12,326
33 Avos Capital Management, LLC 3.07% of their portfolio SEATTLE, WA 115,307115.3k $6.6m $6.6m 3.07% Added +19.9k +19,914
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 114,497114.5k $6.5m $6.5m 0.00% Reduced -12.0k -12,046
35 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1.97% of their portfolio WALTHAM, MA 109,647109.6k $6.3m $6.3m 1.97% Reduced -7.7k -7,676
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 95,53795.5k $5.5m $5.5m 0.01% Added +3.3k +3,339
37 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 91,60591.6k $5.2m $5.2m 0.03% Reduced -3.8k -3,815
38 SEVEN MILE ADVISORY 0.84% of their portfolio TALLAHASSEE, FL 91,18391.2k $5.2m $5.2m 0.84% New
39 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 89,96890.0k $5.1m $5.1m 0.01% Added +13 +13
40 SMITH, MOORE & CO. 0.39% of their portfolio CLAYTON, MO 89,51589.5k $5.1m $5.1m 0.39% Added +1.2k +1,202
41 Inlight Wealth Management, LLC 2.36% of their portfolio ATLANTA, GA 87,86587.9k $5.0m $5.0m 2.36% Reduced -9.7k -9,654
42 Shore Point Advisors, LLC 1.99% of their portfolio BRIELLE, NJ 78,79978.8k $4.5m $4.5m 1.99% Added +1.3k +1,282
43 BKM Wealth Management, LLC 1.64% of their portfolio BROOKFIELD, WI 77,80877.8k $4.4m $4.4m 1.64% Reduced -1.4k -1,383
44 Causey Wealth LLC 2.16% of their portfolio GREENWOOD VILLAGE, CO 77,40377.4k $4.4m $4.4m 2.16% Reduced -992 -992
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 74,24574.2k $4.2m $4.2m 0.00% Added +16.9k +16,908
46 Focus Partners Advisor Solutions, LLC 0.04% of their portfolio SAINT LOUIS, MO 68,49968.5k $3.9m $3.9m 0.04% Added +27.8k +27,752
47 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 66,76066.8k $3.8m $3.8m 0.01% Reduced -14.5k -14,535
48 Beckerman Institutional, LLC 2.17% of their portfolio OCEAN GROVE, NJ 64,45064.5k $3.7m $3.7m 2.17% Added +3.2k +3,192
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 62,73262.7k $3.6m $3.6m 0.00% Added +235 +235
50 United Advisor Group, LLC 0.45% of their portfolio CINCINNATI, OH 58,96559.0k $3.4m $3.4m 0.45% Added +3.4k +3,424
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 54,09754.1k $3.1m $3.1m 0.00% Added +615 +615
52 Great Point Wealth Advisors, LLC 0.57% of their portfolio BOSTON, MA 53,43653.4k $3.1m $3.1m 0.57% First filing
53 Diversify Advisory Services, LLC 0.10% of their portfolio SANDY, UT 53,42053.4k $3.0m $3.0m 0.10% New
54 Addison Advisors LLC 0.69% of their portfolio MIDDLEBURY, VT 52,01352.0k $3.0m $3.0m 0.69% Added +1.1k +1,071
55 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 51,44151.4k $2.9m $2.9m 0.03% Added +3.9k +3,900
56 Haven Private, LLC 1.26% of their portfolio ORLANDO, FL 49,85749.9k $2.8m $2.8m 1.26% Added +1.3k +1,297
57 Nicholas Hoffman & Company, LLC. 0.07% of their portfolio ATLANTA, GA 47,40547.4k $2.7m $2.7m 0.07% Added +232 +232
58 WESCAP Management Group, Inc. 0.54% of their portfolio Glendale, CA 44,73844.7k $2.6m $2.6m 0.54% Reduced -1.9k -1,868
59 Alpha Omega Wealth Management LLC 0.39% of their portfolio RICHMOND, VA 41,47041.5k $2.4m $2.4m 0.39% Added +1.6k +1,624
60 Occidental Asset Management, LLC 0.30% of their portfolio Burlingame, CA 41,43841.4k $2.4m $2.4m 0.30% Reduced -593 -593
61 Sterling Financial Planning, Inc. 0.72% of their portfolio SPARTA, NJ 39,87539.9k $2.3m $2.3m 0.72% Reduced -220 -220
62 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 39,64939.6k $2.3m $2.3m 0.05% Reduced -114 -114
63 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 38,83738.8k $2.2m $2.2m 0.03% Reduced -35 -35
64 Texas Yale Capital Corp. 0.07% of their portfolio ST. PETERSBURG, FL 38,28338.3k $2.2m $2.2m 0.07% Unchanged
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,96938.0k $2.2m $2.2m 0.00% Reduced -83.6k -83,573
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 36,40636.4k $2.1m $2.1m 0.00% Added +21.2k +21,243
67 Sound Stewardship, LLC 0.98% of their portfolio Overland Park, KS 35,74235.7k $2.0m $2.0m 0.98% Added +1.4k +1,419
68 FAMILY WEALTH PARTNERS, LLC 0.75% of their portfolio MATTHEWS, NC 34,83034.8k $2.0m $2.0m 0.75% Added +506 +506
69 VISTA INVESTMENT MANAGEMENT 0.69% of their portfolio PITTSBURGH, PA 34,80834.8k $2.0m $2.0m 0.69% Added +84 +84
70 FFG RETIREMENT ADVISORS LLC 1.23% of their portfolio CENTENNIAL, CO 34,61934.6k $2.0m $2.0m 1.23% Reduced -625 -625
71 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 34,17334.2k $2.0m $2.0m 0.00% Reduced -3.6k -3,555
72 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,46032.5k $1.9m $1.9m 0.01% Reduced -2.2k -2,192
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 32,36732.4k $1.8m $1.8m 0.00% Reduced -11.1k -11,113
74 Marathon Strategic Advisors, LLC 1.48% of their portfolio PITTSBURGH, PA 32,31032.3k $1.8m $1.8m 1.48% Added +905 +905
75 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 31,29531.3k $1.8m $1.8m 0.04% Added +113 +113
76 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 30,58130.6k $1.6m $1.6m 0.00% Added +19.8k +19,848
77 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,87927.9k $1.6m $1.6m 0.01% Added +421 +421
78 EASTERN BANK 0.03% of their portfolio BOSTON, MA 27,67827.7k $1.6m $1.6m 0.03% Reduced -1.4k -1,378
79 WHITTIER TRUST CO 0.02% of their portfolio SOUTH PASADENA, CA 23,39423.4k $1.3m $1.3m 0.02% Reduced -447 -447
80 Waterfront Wealth Inc. 0.26% of their portfolio OVERLAND PARK, KS 22,70422.7k $1.3m $1.3m 0.26% Added +769 +769
81 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 22,05722.1k $1.3m $1.3m 0.01% New
82 Evanson Asset Management, LLC 0.07% of their portfolio CARMEL, CA 21,49321.5k $1.2m $1.2m 0.07% Added +73 +73
83 BlackRock, Inc. 0.00% of their portfolio New York, NY 21,19221.2k $1.2m $1.2m 0.00% Added +20.2k +20,183
84 MFA WEALTH ADVISORS, LLC 0.25% of their portfolio PITTSBURGH, PA 20,31720.3k $1.2m $1.2m 0.25% Reduced -12.0k -12,019
85 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 19,97120.0k $1.1m $1.1m 0.02% Reduced -2.6k -2,577
86 Cornerstone Wealth Management, LLC 0.06% of their portfolio ST. PETERS, MO 19,76119.8k $1.1m $1.1m 0.06% Reduced -133 -133
87 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,17719.2k $1.1m $1.1m 0.00% Added +8.0k +8,012
88 Farmers & Merchants Trust Co of Chambersburg PA 0.29% of their portfolio CHAMBERSBURG, PA 18,10718.1k $1.0m $1.0m 0.29% Reduced -1.5k -1,475
89 Discipline Wealth Solutions, LLC 0.27% of their portfolio GREENVILLE, SC 18,10718.1k $1.0m $1.0m 0.27% Added +9.2k +9,175
90 Financial Harvest, LLC 0.68% of their portfolio WINTER PARK, FL 17,74317.7k $1.0m $1.0m 0.68% Added +979 +979
91 Lodestone Wealth Management LLC 0.40% of their portfolio SPOKANE, WA 15,76515.8k $900.2k $900.2k 0.40% Added +589 +589
92 American Capital Advisory, LLC 0.40% of their portfolio KETCHUM, ID 14,94614.9k $853.4k $853.4k 0.40% Added +46 +46
93 Covenant Asset Management, LLC 0.16% of their portfolio CHESTER, NJ 14,78714.8k $844.3k $844.3k 0.16% Reduced -275 -275
94 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 13,32313.3k $760.7k $760.7k 0.01% Added +8 +8
95 Biltmore Family Office, LLC 0.11% of their portfolio CHARLOTTE, NC 12,98813.0k $741.6k $741.6k 0.11% Unchanged
96 Betterment LLC 0.00% of their portfolio NEW YORK, NY 12,91512.9k $737.0k $737.0k 0.00% Added +324 +324
97 TRUSTMARK BANK TRUST DEPARTMENT 0.05% of their portfolio JACKSON, MS 12,71312.7k $725.9k $725.9k 0.05% Reduced -569 -569
98 BOSTON FAMILY OFFICE LLC 0.05% of their portfolio BOSTON, MA 12,67512.7k $724.0k $724.0k 0.05% Added +16 +16
99 SIMON QUICK ADVISORS, LLC 0.03% of their portfolio MORRISTOWN, NJ 11,87311.9k $677.9k $677.9k 0.03% Reduced -1 -1
100 Everest Private Wealth 0.42% of their portfolio CUPERTINO, CA 11,63511.6k $664.4k $664.4k 0.42% Added +2.0k +2,028