Vault-13

WISDOMTREE TR DGS

EMG MKTS SMCAP · ETP · CUSIP 97717W281

254 institutional holders +21 vs Q3 2025
17,633,88317.6m shares reported held*
$1.0bnreported value*
19 new 95 added 67 reduced 12 sold out net sold ≈ $32.1m (-535.6k 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 ($916 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.24.

Trends to Q4 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: 233Q4 25: 254254Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025254

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 100 bought or addedQ3 25: 90 cut or sold outQ4 25: 114 bought or addedQ4 25: 79 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202411083
Q2 202411095
Q3 202411992
Q4 202410198
Q1 202589121
Q2 202598106
Q3 202510090
Q4 202511479

Calls vs puts

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

CallsPuts
$0$2.5k$5k$7.5k$10kQ1 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 —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$9.7k$00.00
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

Focus Partners Wealth Added +320,773+320.8k
rebel Financial LLC Added +70,539+70.5k
Leibman Financial Services, Inc. New +65,861+65.9k
Econ Financial Services Corp New +56,831+56.8k
Discipline Wealth Solutions, LLC Added +39,313+39.3k
FLOW TRADERS U.S. LLC New +30,664+30.7k
RAYMOND JAMES FINANCIAL INC Added +29,927+29.9k
MORGAN STANLEY Added +28,543+28.5k
BANK OF AMERICA CORP /DE/ Added +24,236+24.2k
FIFTH THIRD BANCORP Added +22,128+22.1k

Biggest sellers

Creative Planning Reduced -440,769-440.8k
NorthCoast Asset Management LLC Sold out -288,183-288.2k
Spectrum Wealth Advisory Group, LLC Reduced -257,796-257.8k
AMERIPRISE FINANCIAL INC Reduced -235,417-235.4k
Diversify Advisory Services, LLC Reduced -42,251-42.3k
Efficient Advisors, LLC Reduced -38,426-38.4k
CITADEL ADVISORS LLC Sold out -36,406-36.4k
Focus Partners Advisor Solutions, LLC Reduced -32,360-32.4k
LPL Financial LLC Reduced -22,164-22.2k
Sanctuary Advisors, LLC Reduced -20,933-20.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.19% of their portfolio OVERLAND PARK, KS 4,516,3794.5m $258.5m $258.5m 0.19% Reduced -440.8k -440,769
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,164,0661.2m $66.6m $66.6m 0.00% Added +24.2k +24,236
3 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 577,358577.4k $33.0m $33.0m 0.03% Added +6.5k +6,533
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 523,575523.6k $30.0m $30.0m 0.00% Added +28.5k +28,543
5 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 510,981511.0k $29.2m $29.2m 0.03% Added +1.2k +1,215
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 444,498444.5k $25.4m $25.4m 0.01% Reduced -22.2k -22,164
7 Unison Advisors LLC 2.22% of their portfolio PROVIDENCE, RI 444,464444.5k $25.4m $25.4m 2.22% Added +2.5k +2,530
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 414,645414.6k $23.7m $23.7m 0.01% Added +14.8k +14,803
9 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 400,298400.3k $22.9m $22.9m 0.04% Added +13.0k +13,043
10 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 374,623374.6k $21.4m $21.4m 0.03% Reduced -331 -331
11 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 362,608362.6k $20.8m $20.8m 0.07% Added +22.1k +22,128
12 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 327,260327.3k $18.7m $18.7m 0.02% Added +320.8k +320,773
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 306,273306.3k $17.5m $17.5m 0.01% Added +29.9k +29,927
14 GREAT VALLEY ADVISOR GROUP, INC. 0.32% of their portfolio WILMINGTON, DE 289,854289.9k $16.6m $16.6m 0.32% Added +4.5k +4,528
15 Tortoise Investment Management, LLC 1.43% of their portfolio WHITE PLAINS, NY 285,367285.4k $16.3m $16.3m 1.43% Added +7.8k +7,770
16 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 249,868249.9k $14.3m $14.3m 0.12% Added +10.9k +10,895
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 244,316244.3k $14.0m $14.0m 0.00% Added +6.7k +6,689
18 BIP Wealth, LLC 0.35% of their portfolio ATLANTA, GA 174,079174.1k $10.0m $10.0m 0.35% Reduced -10.1k -10,086
19 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 172,089172.1k $9.9m $9.9m 0.01% Reduced -4.4k -4,382
20 Checchi Capital Advisers, LLC 0.66% of their portfolio BEVERLY HILLS, CA 169,987170.0k $9.7m $9.7m 0.66% Added +19.2k +19,193
21 Neumann Capital Management, LLC 2.61% of their portfolio FOSTER CITY, CA 157,541157.5k $9.0m $9.0m 2.61% Reduced -3.2k -3,196
22 Baker Ellis Asset Management LLC 1.06% of their portfolio Vancouver, WA 154,439154.4k $8.8m $8.8m 1.06% Added +11.3k +11,312
23 Portland Global Advisors LLC 0.88% of their portfolio PORTLAND, ME 143,794143.8k $8.2m $8.2m 0.88% Added +2.4k +2,404
24 Efficient Advisors, LLC 0.47% of their portfolio BEAVERTON, OR 140,893140.9k $8.1m $8.1m 0.47% Reduced -38.4k -38,426
25 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 137,217137.2k $7.9m $7.9m 0.01% Added +3.9k +3,897
26 Cascade Financial Partners, LLC 0.80% of their portfolio SAN DIEGO, CA 137,119137.1k $7.8m $7.8m 0.80% Added +2.1k +2,072
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 136,355136.4k $7.8m $7.8m 0.00% Reduced -235.4k -235,417
28 Csenge Advisory Group 0.34% of their portfolio CLEARWATER, FL 129,606129.6k $7.4m $7.4m 0.34% Reduced -13.1k -13,061
29 O'Connor Financial Group LLC 2.96% of their portfolio QUINCY, IL 121,493121.5k $7.4m $7.4m 2.96% Added +2.1k +2,095
30 Bristlecone Value Partners, LLC 7.93% of their portfolio LOS ANGELES, CA 119,993120.0k $6.9m $6.9m 7.93% First filing
31 Stonebridge Wealth Management, LLC 6.40% of their portfolio OAK BROOK, IL 118,279118.3k $6.8m $6.8m 6.40% Reduced -1.3k -1,322
32 Avos Capital Management, LLC 2.89% of their portfolio SEATTLE, WA 115,606115.6k $6.6m $6.6m 2.89% Added +299 +299
33 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1.95% of their portfolio WALTHAM, MA 115,105115.1k $6.6m $6.6m 1.95% Added +5.5k +5,458
34 Prosperity Consulting Group, LLC 0.29% of their portfolio OWINGS MILLS, MD 112,149112.1k $6.4m $6.4m 0.29% Reduced -4.8k -4,831
35 BLUELINE ADVISORS LLC 5.12% of their portfolio EXETER, NH 109,525109.5k $6.3m $6.3m 5.12% First filing
36 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 105,435105.4k $6.0m $6.0m 0.02% Added +9.9k +9,898
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 104,569104.6k $6.0m $6.0m 0.00% Reduced -9.9k -9,928
38 Shore Point Advisors, LLC 1.95% of their portfolio BRIELLE, NJ 100,446100.4k $4.6m $4.6m 1.95% Added +21.6k +21,647
39 Spectrum Wealth Advisory Group, LLC 2.04% of their portfolio GRANITE BAY, CA 96,95697.0k $5.5m $5.5m 2.04% Reduced -257.8k -257,796
40 SEVEN MILE ADVISORY 0.92% of their portfolio TALLAHASSEE, FL 93,11993.1k $5.3m $5.3m 0.92% Added +1.9k +1,936
41 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 92,78892.8k $5.3m $5.3m 0.03% Added +1.2k +1,183
42 SMITH, MOORE & CO. 0.40% of their portfolio CLAYTON, MO 92,75692.8k $5.3m $5.3m 0.40% Added +3.2k +3,241
43 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 84,03184.0k $4.8m $4.8m 0.01% Reduced -5.9k -5,937
44 BKM Wealth Management, LLC 1.67% of their portfolio BROOKFIELD, WI 79,66079.7k $4.6m $4.6m 1.67% Added +1.9k +1,852
45 Causey Wealth LLC 2.07% of their portfolio GREENWOOD VILLAGE, CO 79,52179.5k $4.6m $4.6m 2.07% Added +2.1k +2,118
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 76,15876.2k $4.4m $4.4m 0.00% Added +1.9k +1,913
47 Inlight Wealth Management, LLC 1.59% of their portfolio ATLANTA, GA 76,06976.1k $4.4m $4.4m 1.59% Reduced -11.8k -11,796
48 rebel Financial LLC 1.73% of their portfolio GROVEPORT, OH 70,53970.5k $4.0m $4.0m 1.73% Added +70.5k +70,539
49 Beckerman Institutional, LLC 2.12% of their portfolio OCEAN GROVE, NJ 66,10766.1k $3.8m $3.8m 2.12% Added +1.7k +1,657
50 Leibman Financial Services, Inc. 2.72% of their portfolio LOUISVILLE, NE 65,86165.9k $3.8m $3.8m 2.72% New
51 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 64,52664.5k $3.7m $3.7m 0.01% Reduced -2.2k -2,234
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 62,82362.8k $3.6m $3.6m 0.00% Added +91 +91
53 Premier Private Wealth Management LLC 3.92% of their portfolio PALM HARBOR, FL 61,47661.5k $3.8m $3.8m 3.92% First filing
54 Discipline Wealth Solutions, LLC 0.61% of their portfolio GREENVILLE, SC 57,42057.4k $3.3m $3.3m 0.61% Added +39.3k +39,313
55 Econ Financial Services Corp 1.63% of their portfolio HARRISBURG, PA 56,83156.8k $3.3m $3.3m 1.63% New
56 Addison Advisors LLC 0.72% of their portfolio MIDDLEBURY, VT 56,13256.1k $3.2m $3.2m 0.72% Added +4.1k +4,119
57 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 56,04256.0k $3.2m $3.2m 0.04% Added +4.6k +4,601
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 55,56555.6k $3.2m $3.2m 0.00% Added +1.5k +1,468
59 United Advisor Group, LLC 0.40% of their portfolio CINCINNATI, OH 54,59954.6k $3.1m $3.1m 0.40% Reduced -4.4k -4,366
60 Great Point Wealth Advisors, LLC 0.53% of their portfolio BOSTON, MA 50,64750.6k $2.9m $2.9m 0.53% Reduced -2.8k -2,789
61 Haven Private, LLC 1.24% of their portfolio ORLANDO, FL 49,66449.7k $2.8m $2.8m 1.24% Reduced -193 -193
62 Nicholas Hoffman & Company, LLC. 0.06% of their portfolio ATLANTA, GA 47,52647.5k $2.7m $2.7m 0.06% Added +121 +121
63 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 47,39947.4k $2.7m $2.7m 0.01% Added +13.2k +13,226
64 WESCAP Management Group, Inc. 0.51% of their portfolio Glendale, CA 43,58243.6k $2.5m $2.5m 0.51% Reduced -1.2k -1,156
65 Midway Capital Research & Management 2.36% of their portfolio CHICAGO, IL 42,35642.4k $2.4m $2.4m 2.36% First filing
66 Occidental Asset Management, LLC 0.29% of their portfolio Burlingame, CA 41,87441.9k $2.4m $2.4m 0.29% Added +436 +436
67 Alpha Omega Wealth Management LLC 0.40% of their portfolio RICHMOND, VA 41,86541.9k $2.4m $2.4m 0.40% Added +395 +395
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,63040.6k $2.3m $2.3m 0.00% Added +2.7k +2,661
69 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 40,33940.3k $2.3m $2.3m 0.04% Added +690 +690
70 Sterling Financial Planning, Inc. 0.69% of their portfolio SPARTA, NJ 39,88539.9k $2.3m $2.3m 0.69% Added +10 +10
71 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 38,35738.4k $2.2m $2.2m 0.03% Reduced -480 -480
72 BlackRock, Inc. 0.00% of their portfolio New York, NY 38,35038.4k $2.2m $2.2m 0.00% Added +17.2k +17,158
73 Texas Yale Capital Corp. 0.07% of their portfolio ST. PETERSBURG, FL 38,28438.3k $2.2m $2.2m 0.07% Added +1 +1
74 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 36,13936.1k $2.1m $2.1m 0.03% Reduced -32.4k -32,360
75 VISTA INVESTMENT MANAGEMENT 0.68% of their portfolio PITTSBURGH, PA 36,11536.1k $2.1m $2.1m 0.68% Added +1.3k +1,307
76 Sound Stewardship, LLC 0.98% of their portfolio Overland Park, KS 35,89635.9k $2.1m $2.1m 0.98% Added +154 +154
77 FAMILY WEALTH PARTNERS, LLC 0.72% of their portfolio MATTHEWS, NC 34,84534.8k $2.0m $2.0m 0.72% Added +15 +15
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 34,80034.8k $2.0m $2.0m 0.00% Added +2.4k +2,433
79 FFG RETIREMENT ADVISORS LLC 1.21% of their portfolio CENTENNIAL, CO 34,12734.1k $2.0m $2.0m 1.21% Reduced -492 -492
80 Marathon Strategic Advisors, LLC 1.46% of their portfolio PITTSBURGH, PA 33,39933.4k $1.9m $1.9m 1.46% Added +1.1k +1,089
81 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,34332.3k $1.9m $1.9m 0.01% Reduced -117 -117
82 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 30,96431.0k $1.8m $1.8m 0.03% Reduced -331 -331
83 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 30,66430.7k $1.8m $1.8m 0.06% New
84 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,82927.8k $1.6m $1.6m 0.01% Reduced -50 -50
85 Waterfront Wealth Inc. 0.28% of their portfolio OVERLAND PARK, KS 24,00324.0k $1.5m $1.5m 0.28% Added +1.3k +1,299
86 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 22,73122.7k $1.3m $1.3m 0.01% Added +674 +674
87 Three Bearings Fiduciary Advisors, Inc. 1.27% of their portfolio HAMPTON, NH 22,13422.1k $1.4m $1.4m 1.27% First filing
88 Lifetime Wealth Management P.C. 0.78% of their portfolio ROCKWALL, TX 21,62321.6k $1.2m $1.2m 0.78% First filing
89 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 21,24021.2k $1.2m $1.2m 0.01% Reduced -2.2k -2,154
90 Evanson Asset Management, LLC 0.07% of their portfolio CARMEL, CA 21,05421.1k $1.2m $1.2m 0.07% Reduced -439 -439
91 SHRIER WEALTH MANAGEMENT, LLC 0.47% of their portfolio LOS ANGELES, CA 20,88720.9k $1.2m $1.2m 0.47% First filing
92 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 20,87620.9k $1.2m $1.2m 0.00% Added +14.7k +14,691
93 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 19,88319.9k $1.1m $1.1m 0.02% Reduced -88 -88
94 Cornerstone Wealth Management, LLC 0.06% of their portfolio ST. PETERS, MO 19,63519.6k $1.1m $1.1m 0.06% Reduced -126 -126
95 Financial Harvest, LLC 0.69% of their portfolio WINTER PARK, FL 19,41819.4k $1.1m $1.1m 0.69% Added +1.7k +1,675
96 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 19,03519.0k $1.1m $1.1m 0.04% New
97 W1M Asset Management Ltd 0.01% of their portfolio London, X0 18,87018.9k $1.1m $1.1m 0.01% New
98 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,66218.7k $1.1m $1.1m 0.00% Reduced -515 -515
99 Farmers & Merchants Trust Co of Chambersburg PA 0.29% of their portfolio CHAMBERSBURG, PA 18,10718.1k $1.0m $1.0m 0.29% Unchanged
100 American Capital Advisory, LLC 0.38% of their portfolio KETCHUM, ID 15,31415.3k $876.6k $876.6k 0.38% Added +368 +368