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DGS · WisdomTree Emerging Markets SmallCap Dividend Fund ETF

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$65.24 +0.28 (+0.43%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 150
Total Value: $925,790,416
Total Shares: 14,306,761
Showing 1–100 of 151 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 150 13F filers · Δ vs Mar 31, 2026
Top Holder
27.7%
Sep 2023 → Jun 2026 · range 23.7% – 68.7%
+4.0 pts
Top 5
48.7%
Sep 2023 → Jun 2026 · range 40.4% – 76.9%
+8.3 pts
Top 10
63.0%
Sep 2023 → Jun 2026 · range 52.3% – 81.7%
+10.7 pts
HHI
979
Sep 2023 → Jun 2026 · range 713 – 4,752
Broadly held+265

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
59
Decreased
50
Sold Out
117
Unchanged
31
Holder count: -107
Institutional value: -13.2%
Shares held: -19.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
OLD MISSION CAPITAL LLC +98,606 332,421
BlackRock, Inc. +31,146 95,927
ENVESTNET ASSET MANAGEMENT INC +21,353 461,874
RAYMOND JAMES FINANCIAL INC +15,094 336,448
BANK OF AMERICA CORP /DE/ +13,961 1,296,488

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Creative Planning −247,363 3,960,885
AMERIPRISE FINANCIAL INC −213,399 152,299
Addison Advisors LLC −36,204 21,834
Mariner, LLC −14,447 25,871
Focus Partners Advisor Solutions, LLC −14,327 21,037

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Global Retirement Partners, LLC 40,222 $2,602,765
CITADEL ADVISORS LLC 29,755 $1,925,446
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,618 $1,463,610
Vontobel Holding Ltd. 5,800 $375,318
Pitcairn Wealth Advisors LLC 4,471 $289,318

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Unison Advisors LLC 445,149 $26,753,454
PARK AVENUE SECURITIES LLC 260,365 $15,647,936
Baker Ellis Asset Management LLC 164,465 $9,884,346
Neumann Capital Management, LLC 157,417 $9,460,761
Discipline Wealth Solutions, LLC 122,314 $7,351,071
Filter: New 10 Increased 59 Reduced 50 Sold out 117 Unchanged 31
Showing 100 of 151
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Creative Planning $256,308,867 27.69% 3,960,885
BANK OF AMERICA CORP /DE/ $83,895,736 9.06% 1,296,488
NATIONAL BANK OF CANADA /FI/ $39,755,106 4.29% 614,358
MORGAN STANLEY $36,756,313 3.97% 568,016
HighTower Advisors, LLC $34,119,576 3.69% 527,269
ENVESTNET ASSET MANAGEMENT INC $29,887,866 3.23% 461,874
CAPTRUST FINANCIAL ADVISORS $28,265,586 3.05% 436,804
LPL Financial LLC $26,068,099 2.82% 402,845
FIFTH THIRD BANCORP $24,539,067 2.65% 379,216
OSAIC HOLDINGS, INC. $23,986,119 2.59% 370,671
RAYMOND JAMES FINANCIAL INC $21,771,549 2.35% 336,448
OLD MISSION CAPITAL LLC $21,510,962 2.32% 332,421
Focus Partners Wealth $21,221,903 2.29% 327,954
GREAT VALLEY ADVISOR GROUP, INC. $19,966,270 2.16% 308,550
WELLS FARGO & COMPANY/MN $16,947,872 1.83% 261,905
BIP Wealth, LLC $10,672,943 1.15% 164,935
Cerity Partners LLC $10,649,842 1.15% 164,578
Checchi Capital Advisers, LLC $10,600,792 1.15% 163,820
AMERIPRISE FINANCIAL INC $9,855,268 1.06% 152,299
Cascade Financial Partners, LLC $9,811,589 1.06% 151,624
Portland Global Advisors LLC $9,492,568 1.03% 146,694
Rockefeller Capital Management L.P. $8,688,287 0.94% 134,265
Tortoise Investment Management, LLC $8,296,922 0.90% 128,217
UBS Group AG $7,962,112 0.86% 123,043
Bristlecone Value Partners, LLC $7,682,953 0.83% 118,729
PENSION & WEALTH MANAGEMENT ADVISORS, INC. $7,353,709 0.79% 113,641
Csenge Advisory Group $7,163,526 0.77% 110,702
BlackRock, Inc. $6,207,436 0.67% 95,927
Steward Partners Investment Advisory, LLC $6,135,413 0.66% 94,814
Prosperity Consulting Group, LLC $6,007,805 0.65% 92,842
TRB Wealth Management, LLC $5,610,098 0.61% 86,696
Spectrum Wealth Advisory Group, LLC $5,537,558 0.60% 85,575
SMITH, MOORE & CO. $5,471,036 0.59% 84,547
Cetera Investment Advisers $4,934,396 0.53% 76,254
MML INVESTORS SERVICES, LLC $4,424,028 0.48% 68,367
Causey Wealth LLC $4,352,200 0.47% 67,257
Beckerman Institutional, LLC $4,089,348 0.44% 63,195
Stratos Wealth Partners, LTD. $3,736,614 0.40% 57,744
Premier Private Wealth Management LLC $3,250,900 0.35% 50,238
Nicholas Hoffman & Company, LLC. $3,074,436 0.33% 47,511
Janney Montgomery Scott LLC $3,033,345 0.33% 46,876
Occidental Asset Management, LLC $2,980,736 0.32% 46,063
WESCAP Management Group, Inc. $2,770,946 0.30% 42,821
ROYAL BANK OF CANADA $2,647,803 0.29% 40,918
Global Retirement Partners, LLC $2,602,765 0.28% 40,222
Sterling Financial Planning, Inc. $2,542,714 0.27% 39,294
STIFEL FINANCIAL CORP $2,519,289 0.27% 38,932
Texas Yale Capital Corp. $2,477,357 0.27% 38,284
VISTA INVESTMENT MANAGEMENT $2,414,524 0.26% 37,313
PINNACLE ASSOCIATES LTD $2,180,662 0.24% 33,699
CITADEL ADVISORS LLC $1,925,446 0.21% 29,755
Lifetime Wealth Management P.C. $1,896,973 0.20% 29,315
AQR CAPITAL MANAGEMENT LLC $1,839,122 0.20% 28,421
Mariner, LLC $1,674,112 0.18% 25,871
Lido Advisors, LLC $1,417,537 0.15% 21,906
Addison Advisors LLC $1,412,878 0.15% 21,834
Focus Partners Advisor Solutions, LLC $1,361,304 0.15% 21,037
Financial Harvest, LLC $1,345,062 0.15% 20,786
Baird Financial Group, Inc. $1,304,424 0.14% 20,158
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,243,596 0.13% 19,218
London & Capital Asset Management Ltd $1,206,194 0.13% 18,640
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,202,247 0.13% 18,579
Perigon Wealth Management, LLC $1,141,031 0.12% 17,633
Corient Private Wealth LLC $1,014,652 0.11% 15,680
BOSTON FAMILY OFFICE LLC $1,002,228 0.11% 15,488
Betterment LLC $973,108 0.11% 15,038
Astra Wealth Partners LLC $902,316 0.10% 13,944
Beacon Pointe Advisors, LLC $889,891 0.10% 13,752
Everest Management Corp. $878,826 0.09% 13,581
Avos Capital Management, LLC $859,995 0.09% 13,290
Modera Wealth Management, LLC $845,371 0.09% 13,064
Matisse Capital $745,329 0.08% 11,518
Sanctuary Advisors, LLC $739,700 0.08% 11,431
Biltmore Family Office, LLC $715,886 0.08% 11,063
FMR LLC $683,207 0.07% 10,558
AssuredPartners Investment Advisors, LLC $671,883 0.07% 10,383
CAHILL FINANCIAL ADVISORS INC $645,935 0.07% 9,982
BANK OZK $640,305 0.07% 9,895
ProVise Management Group, LLC $631,828 0.07% 9,764
TRUSTMARK BANK TRUST DEPARTMENT $628,334 0.07% 9,710
FLPUTNAM INVESTMENT MANAGEMENT CO $582,390 0.06% 9,000
UNITED CAPITAL FINANCIAL ADVISORS, LLC $559,741 0.06% 8,650
GOLDMAN SACHS GROUP INC $522,403 0.06% 8,073
Integrated Wealth Concepts LLC $475,100 0.05% 7,342
Cresset Asset Management, LLC $454,781 0.05% 7,028
PlanVest Financial, Inc $450,316 0.05% 6,959
NORTHERN TRUST CORP $386,383 0.04% 5,971
Vontobel Holding Ltd. $375,318 0.04% 5,800
&PARTNERS $367,099 0.04% 5,673
Advisory Services Network, LLC $349,304 0.04% 5,398
JONES FINANCIAL COMPANIES LLLP $338,950 0.04% 5,238
HighPoint Advisor Group LLC $308,407 0.03% 4,766
SageView Advisory Group, LLC $299,866 0.03% 4,634
Ameritas Advisory Services, LLC $298,377 0.03% 4,611
AVAII WEALTH MANAGEMENT, LLC $289,577 0.03% 4,475
Pitcairn Wealth Advisors LLC $289,318 0.03% 4,471
Jacobs Equity LLC $285,824 0.03% 4,417
THOROUGHBRED FINANCIAL SERVICES, LLC $282,006 0.03% 4,358
Modern Wealth Management, LLC $270,487 0.03% 4,180
RWA WEALTH PARTNERS, LLC $269,452 0.03% 4,164