Vault-13

WISDOMTREE TR DGS

EMG MKTS SMCAP · ETP · CUSIP 97717W281

254 institutional holders -5 vs Q1 2026
17,631,95217.6m shares reported held*
$1.1bnreported value*
12 new 101 added 80 reduced 17 sold out net sold ≈ $3.5m (-62.8k 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 ($73.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.57. Options: 1 managers hold calls ($220.0k notional), 0 hold puts (—).

Trends to Q2 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: 259Q2 26: 254254Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026254

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 113 bought or addedQ1 26: 101 cut or sold outQ2 26: 113 bought or addedQ2 26: 97 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411992
Q4 202410198
Q1 202589121
Q2 202598106
Q3 202510090
Q4 202511479
Q1 2026113101
Q2 202611397

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $220.0kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$220.0k$00.00

Biggest buyers

ASSETMARK, INC Added +321,055+321.1k
Cambridge Investment Research Advisors, Inc. Added +127,150+127.2k
OLD MISSION CAPITAL LLC Added +98,606+98.6k
BlackRock, Inc. Added +31,146+31.1k
CITADEL ADVISORS LLC New +29,755+29.8k
ENVESTNET ASSET MANAGEMENT INC Added +21,353+21.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +19,218+19.2k
RAYMOND JAMES FINANCIAL INC Added +15,094+15.1k
BANK OF AMERICA CORP /DE/ Added +13,961+14.0k
WELLS FARGO & COMPANY/MN Added +12,973+13.0k

Biggest sellers

Creative Planning Reduced -247,363-247.4k
AMERIPRISE FINANCIAL INC Reduced -213,399-213.4k
Neumann Capital Management, LLC Sold out -157,417-157.4k
Empowered Funds, LLC Sold out -104,359-104.4k
Addison Advisors LLC Reduced -36,204-36.2k
Mariner, LLC Reduced -14,447-14.4k
Focus Partners Advisor Solutions, LLC Reduced -14,327-14.3k
LPL Financial LLC Reduced -14,034-14.0k
Independent Advisor Alliance Sold out -13,902-13.9k
Prosperity Consulting Group, LLC Reduced -10,627-10.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $220.0k3.4k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.15% of their portfolio OVERLAND PARK, KS 3,960,8854.0m $256.3m $256.3m 0.15% Reduced -247.4k -247,363
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,296,4881.3m $83.9m $83.9m 0.01% Added +14.0k +13,961
3 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 614,358614.4k $39.7m $39.7m 0.03% Added +5.8k +5,758
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 568,016568.0k $36.8m $36.8m 0.00% Added +11.8k +11,847
5 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 527,269527.3k $34.1m $34.1m 0.03% Added +10.2k +10,214
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 461,874461.9k $29.9m $29.9m 0.01% Added +21.4k +21,353
7 Unison Advisors LLC 2.02% of their portfolio PROVIDENCE, RI 448,588448.6k $29.0m $29.0m 2.02% Added +3.4k +3,439
8 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 436,804436.8k $28.3m $28.3m 0.04% Added +6.0k +6,040
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 402,845402.8k $26.1m $26.1m 0.01% Reduced -14.0k -14,034
10 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 379,216379.2k $24.5m $24.5m 0.04% Added +688 +688
11 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 370,671370.7k $24.0m $24.0m 0.03% Added +3.6k +3,552
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 336,448336.4k $21.8m $21.8m 0.01% Added +15.1k +15,094
13 OLD MISSION CAPITAL LLC 0.55% of their portfolio CHICAGO, IL 332,421332.4k $21.5m $21.5m 0.55% Added +98.6k +98,606
14 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 327,954328.0k $21.2m $21.2m 0.02% Reduced -1.8k -1,817
15 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 321,124321.1k $20.8m $20.8m 0.04% Added +321.1k +321,055
16 GREAT VALLEY ADVISOR GROUP, INC. 0.32% of their portfolio WILMINGTON, DE 308,550308.6k $20.0m $20.0m 0.32% Added +4.0k +4,050
17 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 271,602271.6k $17.6m $17.6m 0.11% Added +11.2k +11,237
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 261,905261.9k $16.9m $16.9m 0.00% Added +13.0k +12,973
19 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 248,897248.9k $16.1m $16.1m 0.02% Added +127.2k +127,150
20 BIP Wealth, LLC 0.30% of their portfolio ATLANTA, GA 164,935164.9k $10.7m $10.7m 0.30% Added +10.5k +10,544
21 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 164,578164.6k $10.6m $10.6m 0.01% Reduced -2.2k -2,178
22 Checchi Capital Advisers, LLC 0.67% of their portfolio BEVERLY HILLS, CA 163,820163.8k $10.6m $10.6m 0.67% Added +4.7k +4,669
23 Baker Ellis Asset Management LLC 1.09% of their portfolio Vancouver, WA 163,084163.1k $10.6m $10.6m 1.09% Reduced -1.4k -1,381
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 152,299152.3k $9.9m $9.9m 0.00% Reduced -213.4k -213,399
25 Cascade Financial Partners, LLC 0.85% of their portfolio SAN DIEGO, CA 151,624151.6k $9.8m $9.8m 0.85% Added +7.5k +7,538
26 Portland Global Advisors LLC 0.90% of their portfolio PORTLAND, ME 146,694146.7k $9.5m $9.5m 0.90% Added +738 +738
27 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 134,265134.3k $8.7m $8.7m 0.01% Reduced -1.2k -1,183
28 Tortoise Investment Management, LLC 0.62% of their portfolio WHITE PLAINS, NY 128,217128.2k $8.3m $8.3m 0.62% Reduced -2.9k -2,923
29 BLUELINE ADVISORS LLC 5.61% of their portfolio EXETER, NH 125,091125.1k $8.1m $8.1m 5.61% Added +7.2k +7,201
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 123,043123.0k $8.0m $8.0m 0.00% Added +6.4k +6,416
31 O'Connor Financial Group LLC 2.79% of their portfolio QUINCY, IL 122,017122.0k $7.9m $7.9m 2.79% Added +762 +762
32 Bristlecone Value Partners, LLC 6.18% of their portfolio LOS ANGELES, CA 118,729118.7k $7.7m $7.7m 6.18% Reduced -1.3k -1,258
33 Discipline Wealth Solutions, LLC 0.67% of their portfolio GREENVILLE, SC 118,161118.2k $7.6m $7.6m 0.67% Reduced -4.2k -4,153
34 Stonebridge Wealth Management, LLC 6.83% of their portfolio OAK BROOK, IL 117,940117.9k $7.6m $7.6m 6.83% Added +755 +755
35 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1.98% of their portfolio WALTHAM, MA 113,641113.6k $7.4m $7.4m 1.98% Reduced -4.3k -4,338
36 Csenge Advisory Group 0.29% of their portfolio CLEARWATER, FL 110,702110.7k $7.2m $7.2m 0.29% Reduced -3.8k -3,782
37 Shore Point Advisors, LLC 1.90% of their portfolio BRIELLE, NJ 109,806109.8k $5.6m $5.6m 1.90% Added +5.6k +5,642
38 BlackRock, Inc. 0.00% of their portfolio New York, NY 95,92795.9k $6.2m $6.2m 0.00% Added +31.1k +31,146
39 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 94,81494.8k $6.1m $6.1m 0.03% Added +298 +298
40 Prosperity Consulting Group, LLC 0.23% of their portfolio OWINGS MILLS, MD 92,84292.8k $6.0m $6.0m 0.23% Reduced -10.6k -10,627
41 TRB Wealth Management, LLC 0.75% of their portfolio HOUSTON, TX 86,69686.7k $5.6m $5.6m 0.75% Added +2.3k +2,280
42 Spectrum Wealth Advisory Group, LLC 1.58% of their portfolio GRANITE BAY, CA 85,57585.6k $5.5m $5.5m 1.58% Reduced -3.0k -2,961
43 SMITH, MOORE & CO. 0.40% of their portfolio CLAYTON, MO 84,54784.5k $6.1m $6.1m 0.40% Reduced -9.5k -9,476
44 Leibman Financial Services, Inc. 3.46% of their portfolio LOUISVILLE, NE 80,36780.4k $5.2m $5.2m 3.46% Added +12.8k +12,800
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 76,25476.3k $4.9m $4.9m 0.00% Added +437 +437
46 BKM Wealth Management, LLC 1.66% of their portfolio BROOKFIELD, WI 72,37672.4k $4.7m $4.7m 1.66% Reduced -6.8k -6,795
47 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 68,36768.4k $4.4m $4.4m 0.01% Added +2.5k +2,505
48 Inlight Wealth Management, LLC 1.39% of their portfolio ATLANTA, GA 67,49867.5k $4.4m $4.4m 1.39% Reduced -3.2k -3,235
49 Econ Financial Services Corp 2.04% of their portfolio HARRISBURG, PA 67,39167.4k $4.4m $4.4m 2.04% Added +435 +435
50 Causey Wealth LLC 1.70% of their portfolio GREENWOOD VILLAGE, CO 67,25767.3k $4.4m $4.4m 1.70% Reduced -660 -660
51 Beckerman Institutional, LLC 1.95% of their portfolio OCEAN GROVE, NJ 63,19563.2k $4.1m $4.1m 1.95% Reduced -1.7k -1,737
52 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 57,74457.7k $3.7m $3.7m 0.04% Added +1.7k +1,735
53 United Advisor Group, LLC 0.38% of their portfolio CINCINNATI, OH 54,68354.7k $3.5m $3.5m 0.38% Added +490 +490
54 Premier Private Wealth Management LLC 2.84% of their portfolio PALM HARBOR, FL 50,23850.2k $3.3m $3.3m 2.84% Added +892 +892
55 Haven Private, LLC 1.22% of their portfolio ORLANDO, FL 49,46449.5k $3.2m $3.2m 1.22% Reduced -537 -537
56 Nicholas Hoffman & Company, LLC. 0.06% of their portfolio ATLANTA, GA 47,51147.5k $3.1m $3.1m 0.06% Reduced -73 -73
57 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 46,87646.9k $3.0m $3.0m 0.01% Added +937 +937
58 Occidental Asset Management, LLC 0.30% of their portfolio Burlingame, CA 46,06346.1k $3.0m $3.0m 0.30% Reduced -274 -274
59 Midway Capital Research & Management 2.33% of their portfolio CHICAGO, IL 45,26845.3k $2.9m $2.9m 2.33% Added +854 +854
60 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 44,06544.1k $2.9m $2.9m 0.01% Added +9.1k +9,086
61 Alpha Omega Wealth Management LLC 0.43% of their portfolio RICHMOND, VA 43,25243.3k $2.8m $2.8m 0.43% Added +262 +262
62 WESCAP Management Group, Inc. 0.52% of their portfolio Glendale, CA 42,82142.8k $2.8m $2.8m 0.52% Reduced -533 -533
63 Great Point Wealth Advisors, LLC 0.43% of their portfolio BOSTON, MA 41,31741.3k $2.7m $2.7m 0.43% Reduced -3.7k -3,668
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 40,91840.9k $2.6m $2.6m 0.00% Added +1.5k +1,496
65 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 40,22240.2k $2.6m $2.6m 0.04% First filing
66 Sterling Financial Planning, Inc. 0.69% of their portfolio SPARTA, NJ 39,29439.3k $2.5m $2.5m 0.69% Reduced -322 -322
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 38,93238.9k $2.5m $2.5m 0.00% Added +3.0k +3,004
68 Texas Yale Capital Corp. 0.05% of their portfolio ST. PETERSBURG, FL 38,28438.3k $2.5m $2.5m 0.05% Unchanged
69 VISTA INVESTMENT MANAGEMENT 0.73% of their portfolio PITTSBURGH, PA 37,31337.3k $2.4m $2.4m 0.73% Added +268 +268
70 Sound Stewardship, LLC 0.99% of their portfolio Overland Park, KS 37,09737.1k $2.4m $2.4m 0.99% Added +2.4k +2,408
71 FFG RETIREMENT ADVISORS LLC 1.22% of their portfolio CENTENNIAL, CO 35,75635.8k $2.3m $2.3m 1.22% Added +282 +282
72 Marathon Strategic Advisors, LLC 1.26% of their portfolio PITTSBURGH, PA 34,56134.6k $2.2m $2.2m 1.26% Added +67 +67
73 FAMILY WEALTH PARTNERS, LLC 0.67% of their portfolio MATTHEWS, NC 33,79233.8k $2.2m $2.2m 0.67% Reduced -336 -336
74 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 33,69933.7k $2.2m $2.2m 0.02% Reduced -300 -300
75 Farmers & Merchants Trust Co of Chambersburg PA 0.54% of their portfolio CHAMBERSBURG, PA 32,75332.8k $2.1m $2.1m 0.54% Added +1.1k +1,068
76 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 30,67430.7k $2.0m $2.0m 0.03% Reduced -686 -686
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,41330.4k $336.5k $336.5k 0.00% Reduced -762 -762
78 Waterfront Wealth Inc. 0.30% of their portfolio OVERLAND PARK, KS 30,20330.2k $2.0m $2.0m 0.30% Added +1.8k +1,843
79 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,75529.8k $1.9m $1.9m 0.00% New
80 Lifetime Wealth Management P.C. 1.11% of their portfolio ROCKWALL, TX 29,31529.3k $1.9m $1.9m 1.11% Added +6.7k +6,686
81 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,42128.4k $1.8m $1.8m 0.00% Reduced -76 -76
82 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,06927.1k $1.8m $1.8m 0.01% Reduced -160 -160
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,87125.9k $1.7m $1.7m 0.00% Reduced -14.4k -14,447
84 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 25,43325.4k $1.6m $1.6m 0.04% Unchanged
85 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 21,90621.9k $1.4m $1.4m 0.01% Reduced -689 -689
86 Addison Advisors LLC 0.67% of their portfolio MIDDLEBURY, VT 21,83421.8k $1.4m $1.4m 0.67% Reduced -36.2k -36,204
87 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 21,03721.0k $1.4m $1.4m 0.01% Reduced -14.3k -14,327
88 Financial Harvest, LLC 0.56% of their portfolio WINTER PARK, FL 20,78620.8k $1.3m $1.3m 0.56% Added +649 +649
89 SHRIER WEALTH MANAGEMENT, LLC 0.45% of their portfolio LOS ANGELES, CA 20,53820.5k $1.3m $1.3m 0.45% Added +16 +16
90 Evanson Financial, LLC 0.06% of their portfolio MCLEAN, VA 20,20920.2k $1.3m $1.3m 0.06% First filing
91 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 20,15820.2k $1.3m $1.3m 0.00% Reduced -624 -624
92 Three Bearings Fiduciary Advisors, Inc. 1.17% of their portfolio HAMPTON, NH 20,15120.2k $1.3m $1.3m 1.17% Reduced -1.2k -1,180
93 Cornerstone Wealth Management, LLC 0.05% of their portfolio ST. PETERS, MO 19,71219.7k $1.3m $1.3m 0.05% Added +117 +117
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,21819.2k $1.2m $1.2m 0.00% New
95 W1M Asset Management Ltd 0.01% of their portfolio London, X0 18,64018.6k $1.2m $1.2m 0.01% Reduced -180 -180
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,57918.6k $1.2m $1.2m 0.00% Reduced -3.3k -3,253
97 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 17,63317.6k $1.1m $1.1m 0.02% Reduced -2.5k -2,493
98 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 17,49417.5k $1.1m $1.1m 0.01% Reduced -3.4k -3,353
99 Lodestone Wealth Management LLC 0.37% of their portfolio SPOKANE, WA 16,31516.3k $1.1m $1.1m 0.37% Added +265 +265
100 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,68015.7k $1.0m $1.0m 0.00% Reduced -1.1k -1,080