Vault-13

WISDOMTREE TR DGS

EMG MKTS SMCAP · ETP · CUSIP 97717W281

259 institutional holders +5 vs Q4 2025
17,776,61117.8m shares reported held*
$1.1bnreported value*
15 new 98 added 90 reduced 11 sold out net bought ≈ $6.4m (+108.3k 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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.94.

Trends to Q1 2026

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: 254Q1 26: 259259Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026259

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 114 bought or addedQ4 25: 79 cut or sold outQ1 26: 113 bought or addedQ1 26: 101 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411095
Q3 202411992
Q4 202410198
Q1 202589121
Q2 202598106
Q3 202510090
Q4 202511479
Q1 2026113101

Biggest buyers

AMERIPRISE FINANCIAL INC Added +229,343+229.3k
OLD MISSION CAPITAL LLC Added +214,780+214.8k
BANK OF AMERICA CORP /DE/ Added +118,461+118.5k
Empowered Funds, LLC New +104,359+104.4k
Discipline Wealth Solutions, LLC Added +64,894+64.9k
Mariner, LLC Added +33,265+33.3k
MORGAN STANLEY Added +32,594+32.6k
NATIONAL BANK OF CANADA /FI/ Added +31,242+31.2k
CAPTRUST FINANCIAL ADVISORS Added +30,466+30.5k
AQR CAPITAL MANAGEMENT LLC New +28,497+28.5k

Biggest sellers

Creative Planning Reduced -308,131-308.1k
Tortoise Investment Management, LLC Reduced -154,227-154.2k
Avos Capital Management, LLC Reduced -99,895-99.9k
SEVEN MILE ADVISORY Sold out -93,119-93.1k
Efficient Advisors, LLC Reduced -71,958-72.0k
Baird Financial Group, Inc. Reduced -63,249-63.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -40,991-41.0k
FLOW TRADERS U.S. LLC Sold out -30,664-30.7k
LPL Financial LLC Reduced -27,619-27.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -24,390-24.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.17% of their portfolio OVERLAND PARK, KS 4,208,2484.2m $252.9m $252.9m 0.17% Reduced -308.1k -308,131
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,282,5271.3m $77.1m $77.1m 0.01% Added +118.5k +118,461
3 NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio MONTREAL, A8 608,600608.6k $36.6m $36.6m 0.04% Added +31.2k +31,242
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 556,169556.2k $33.4m $33.4m 0.00% Added +32.6k +32,594
5 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 517,055517.1k $31.1m $31.1m 0.03% Added +6.1k +6,074
6 Unison Advisors LLC 2.03% of their portfolio PROVIDENCE, RI 445,149445.1k $26.8m $26.8m 2.03% Added +685 +685
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 440,521440.5k $26.5m $26.5m 0.01% Added +25.9k +25,876
8 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 430,764430.8k $25.9m $25.9m 0.05% Added +30.5k +30,466
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 416,879416.9k $25.1m $25.1m 0.01% Reduced -27.6k -27,619
10 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 378,528378.5k $22.7m $22.7m 0.04% Added +15.9k +15,920
11 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 367,119367.1k $22.1m $22.1m 0.03% Reduced -7.5k -7,504
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 365,698365.7k $22.0m $22.0m 0.01% Added +229.3k +229,343
13 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 329,771329.8k $19.8m $19.8m 0.02% Added +2.5k +2,511
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 321,354321.4k $19.3m $19.3m 0.01% Added +15.1k +15,081
15 GREAT VALLEY ADVISOR GROUP, INC. 0.33% of their portfolio WILMINGTON, DE 304,500304.5k $18.3m $18.3m 0.33% Added +14.6k +14,646
16 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 260,365260.4k $15.6m $15.6m 0.12% Added +10.5k +10,497
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 248,932248.9k $15.0m $15.0m 0.00% Added +4.6k +4,616
18 OLD MISSION CAPITAL LLC 0.33% of their portfolio CHICAGO, IL 233,815233.8k $14.1m $14.1m 0.33% Added +214.8k +214,780
19 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 166,756166.8k $10.0m $10.0m 0.01% Reduced -5.3k -5,333
20 Baker Ellis Asset Management LLC 1.17% of their portfolio Vancouver, WA 164,465164.5k $9.9m $9.9m 1.17% Added +10.0k +10,026
21 Checchi Capital Advisers, LLC 0.66% of their portfolio BEVERLY HILLS, CA 159,151159.2k $9.6m $9.6m 0.66% Reduced -10.8k -10,836
22 Neumann Capital Management, LLC 2.79% of their portfolio FOSTER CITY, CA 157,417157.4k $9.5m $9.5m 2.79% Reduced -124 -124
23 BIP Wealth, LLC 0.38% of their portfolio ATLANTA, GA 154,391154.4k $9.3m $9.3m 0.38% Reduced -19.7k -19,688
24 Portland Global Advisors LLC 0.94% of their portfolio PORTLAND, ME 145,956146.0k $8.8m $8.8m 0.94% Added +2.2k +2,162
25 Cascade Financial Partners, LLC 0.89% of their portfolio SAN DIEGO, CA 144,086144.1k $8.7m $8.7m 0.89% Added +7.0k +6,967
26 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 135,448135.4k $8.1m $8.1m 0.01% Reduced -1.8k -1,769
27 Tortoise Investment Management, LLC 0.65% of their portfolio WHITE PLAINS, NY 131,140131.1k $7.9m $7.9m 0.65% Reduced -154.2k -154,227
28 Discipline Wealth Solutions, LLC 0.77% of their portfolio GREENVILLE, SC 122,314122.3k $7.4m $7.4m 0.77% Added +64.9k +64,894
29 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 121,747121.7k $7.3m $7.3m 0.02% Added +16.3k +16,312
30 O'Connor Financial Group LLC 2.98% of their portfolio QUINCY, IL 121,255121.3k $7.3m $7.3m 2.98% Reduced -238 -238
31 Bristlecone Value Partners, LLC 6.35% of their portfolio LOS ANGELES, CA 119,987120.0k $7.2m $7.2m 6.35% Reduced -6 -6
32 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2.10% of their portfolio WALTHAM, MA 117,979118.0k $7.1m $7.1m 2.10% Added +2.9k +2,874
33 BLUELINE ADVISORS LLC 5.49% of their portfolio EXETER, NH 117,890117.9k $7.1m $7.1m 5.49% Added +8.4k +8,365
34 Stonebridge Wealth Management, LLC 6.75% of their portfolio OAK BROOK, IL 117,185117.2k $7.0m $7.0m 6.75% Reduced -1.1k -1,094
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 116,627116.6k $7.0m $7.0m 0.00% Added +12.1k +12,058
36 Csenge Advisory Group 0.32% of their portfolio CLEARWATER, FL 114,484114.5k $6.9m $6.9m 0.32% Reduced -15.1k -15,122
37 Empowered Funds, LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 104,359104.4k $6.3m $6.3m 0.04% New
38 Shore Point Advisors, LLC 1.95% of their portfolio BRIELLE, NJ 104,164104.2k $4.9m $4.9m 1.95% Added +3.7k +3,718
39 Prosperity Consulting Group, LLC 0.28% of their portfolio OWINGS MILLS, MD 103,469103.5k $6.2m $6.2m 0.28% Reduced -8.7k -8,680
40 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 94,51694.5k $5.7m $5.7m 0.03% Added +1.7k +1,728
41 SMITH, MOORE & CO. 0.41% of their portfolio CLAYTON, MO 94,02394.0k $5.7m $5.7m 0.41% Added +1.3k +1,267
42 Spectrum Wealth Advisory Group, LLC 1.98% of their portfolio GRANITE BAY, CA 88,53688.5k $5.3m $5.3m 1.98% Reduced -8.4k -8,420
43 TRB Wealth Management, LLC 0.72% of their portfolio HOUSTON, TX 84,41684.4k $5.1m $5.1m 0.72% First filing
44 BKM Wealth Management, LLC 1.74% of their portfolio BROOKFIELD, WI 79,17179.2k $4.8m $4.8m 1.74% Reduced -489 -489
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 75,81775.8k $4.6m $4.6m 0.00% Reduced -341 -341
46 Inlight Wealth Management, LLC 1.57% of their portfolio ATLANTA, GA 70,73370.7k $4.3m $4.3m 1.57% Reduced -5.3k -5,336
47 Efficient Advisors, LLC 0.29% of their portfolio BEAVERTON, OR 68,93568.9k $4.1m $4.1m 0.29% Reduced -72.0k -71,958
48 Causey Wealth LLC 1.73% of their portfolio GREENWOOD VILLAGE, CO 67,91767.9k $4.1m $4.1m 1.73% Reduced -11.6k -11,604
49 Leibman Financial Services, Inc. 2.98% of their portfolio LOUISVILLE, NE 67,56767.6k $4.1m $4.1m 2.98% Added +1.7k +1,706
50 rebel Financial LLC 1.75% of their portfolio GROVEPORT, OH 67,22867.2k $4.0m $4.0m 1.75% Reduced -3.3k -3,311
51 Econ Financial Services Corp 1.87% of their portfolio HARRISBURG, PA 66,95667.0k $4.0m $4.0m 1.87% Added +10.1k +10,125
52 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 65,86265.9k $4.0m $4.0m 0.01% Added +1.3k +1,336
53 Beckerman Institutional, LLC 2.07% of their portfolio OCEAN GROVE, NJ 64,93264.9k $3.9m $3.9m 2.07% Reduced -1.2k -1,175
54 BlackRock, Inc. 0.00% of their portfolio New York, NY 64,78164.8k $3.9m $3.9m 0.00% Added +26.4k +26,431
55 Addison Advisors LLC 0.77% of their portfolio MIDDLEBURY, VT 58,03858.0k $3.5m $3.5m 0.77% Added +1.9k +1,906
56 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 56,00956.0k $3.4m $3.4m 0.04% Reduced -33 -33
57 United Advisor Group, LLC 0.40% of their portfolio CINCINNATI, OH 54,19354.2k $3.3m $3.3m 0.40% Reduced -406 -406
58 Haven Private, LLC 1.31% of their portfolio ORLANDO, FL 50,00150.0k $3.0m $3.0m 1.31% Added +337 +337
59 Premier Private Wealth Management LLC 3.13% of their portfolio PALM HARBOR, FL 49,34649.3k $3.0m $3.0m 3.13% Reduced -12.1k -12,130
60 Nicholas Hoffman & Company, LLC. 0.07% of their portfolio ATLANTA, GA 47,58447.6k $2.9m $2.9m 0.07% Added +58 +58
61 Occidental Asset Management, LLC 0.33% of their portfolio Burlingame, CA 46,33746.3k $2.8m $2.8m 0.33% Added +4.5k +4,463
62 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 45,93945.9k $2.8m $2.8m 0.01% Reduced -1.5k -1,460
63 Great Point Wealth Advisors, LLC 0.50% of their portfolio BOSTON, MA 44,98545.0k $2.7m $2.7m 0.50% Reduced -5.7k -5,662
64 Midway Capital Research & Management 2.52% of their portfolio CHICAGO, IL 44,41444.4k $2.7m $2.7m 2.52% Added +2.1k +2,058
65 WESCAP Management Group, Inc. 0.51% of their portfolio Glendale, CA 43,35443.4k $2.6m $2.6m 0.51% Reduced -228 -228
66 Alpha Omega Wealth Management LLC 0.42% of their portfolio RICHMOND, VA 42,99043.0k $2.6m $2.6m 0.42% Added +1.1k +1,125
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 40,31840.3k $2.4m $2.4m 0.00% Added +33.3k +33,265
68 Sterling Financial Planning, Inc. 0.71% of their portfolio SPARTA, NJ 39,61639.6k $2.4m $2.4m 0.71% Reduced -269 -269
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 39,42239.4k $2.4m $2.4m 0.00% Reduced -1.2k -1,208
70 Texas Yale Capital Corp. 0.07% of their portfolio ST. PETERSBURG, FL 38,28438.3k $2.3m $2.3m 0.07% Unchanged
71 VISTA INVESTMENT MANAGEMENT 0.75% of their portfolio PITTSBURGH, PA 37,04537.0k $2.2m $2.2m 0.75% Added +930 +930
72 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 35,92835.9k $2.2m $2.2m 0.00% Added +1.1k +1,128
73 FFG RETIREMENT ADVISORS LLC 1.24% of their portfolio CENTENNIAL, CO 35,47435.5k $2.1m $2.1m 1.24% Added +1.3k +1,347
74 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 35,36435.4k $2.1m $2.1m 0.02% Reduced -775 -775
75 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 34,97935.0k $2.1m $2.1m 0.01% Added +2.6k +2,636
76 Sound Stewardship, LLC 0.96% of their portfolio Overland Park, KS 34,68934.7k $2.1m $2.1m 0.96% Reduced -1.2k -1,207
77 Marathon Strategic Advisors, LLC 1.49% of their portfolio PITTSBURGH, PA 34,49434.5k $2.1m $2.1m 1.49% Added +1.1k +1,095
78 FAMILY WEALTH PARTNERS, LLC 0.70% of their portfolio MATTHEWS, NC 34,12834.1k $2.1m $2.1m 0.70% Reduced -717 -717
79 PINNACLE ASSOCIATES LTD 0.03% of their portfolio NEW YORK, NY 33,99934.0k $2.0m $2.0m 0.03% Reduced -4.4k -4,358
80 Farmers & Merchants Trust Co of Chambersburg PA 0.52% of their portfolio CHAMBERSBURG, PA 31,68531.7k $1.9m $1.9m 0.52% Added +13.6k +13,578
81 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 31,36031.4k $1.9m $1.9m 0.03% Added +396 +396
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 31,17531.2k $343.1k $343.1k 0.00% Reduced -24.4k -24,390
83 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,49728.5k $1.7m $1.7m 0.00% New
84 Waterfront Wealth Inc. 0.31% of their portfolio OVERLAND PARK, KS 28,36028.4k $1.7m $1.7m 0.31% Added +4.4k +4,357
85 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,22927.2k $1.6m $1.6m 0.01% Reduced -600 -600
86 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 25,43325.4k $1.5m $1.5m 0.05% New
87 Lifetime Wealth Management P.C. 0.77% of their portfolio ROCKWALL, TX 22,62922.6k $1.4m $1.4m 0.77% Added +1.0k +1,006
88 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 22,59522.6k $1.4m $1.4m 0.01% Reduced -136 -136
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,83221.8k $1.3m $1.3m 0.00% Reduced -41.0k -40,991
90 Three Bearings Fiduciary Advisors, Inc. 1.24% of their portfolio HAMPTON, NH 21,33121.3k $1.3m $1.3m 1.24% Reduced -803 -803
91 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 20,84720.8k $1.3m $1.3m 0.01% Reduced -393 -393
92 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 20,78220.8k $1.2m $1.2m 0.00% Reduced -63.2k -63,249
93 SHRIER WEALTH MANAGEMENT, LLC 0.45% of their portfolio LOS ANGELES, CA 20,52220.5k $1.2m $1.2m 0.45% Reduced -365 -365
94 Financial Harvest, LLC 0.71% of their portfolio WINTER PARK, FL 20,13720.1k $1.2m $1.2m 0.71% Added +719 +719
95 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 20,12620.1k $1.2m $1.2m 0.02% Added +243 +243
96 Evanson Asset Management, LLC 0.06% of their portfolio CARMEL, CA 20,07620.1k $1.2m $1.2m 0.06% Reduced -978 -978
97 Cornerstone Wealth Management, LLC 0.06% of their portfolio ST. PETERS, MO 19,59519.6k $1.2m $1.2m 0.06% Reduced -40 -40
98 W1M Asset Management Ltd 0.01% of their portfolio London, X0 18,82018.8k $1.1m $1.1m 0.01% Reduced -50 -50
99 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,69617.7k $1.1m $1.1m 0.00% Reduced -966 -966
100 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,76016.8k $910.9k $910.9k 0.00% Reduced -4.1k -4,116