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Disclosery

DGS WISDOMTREE TR

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EMG MKTS SMCAP (fund)

250 managers (253 13F filers) reported a position in DGS shares at 2026-06-30, 17,507,298 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
250
13F filers
253
New
12
Added
100
Reduced
80
Sold out
17
Shares held by filers
17,507,298

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning3,960,885$256M0.15%-247,36313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,296,488$83.9M0.01%+13,96113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/614,358$39.7M0.03%+5,75813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY568,016$36.8M<0.01%+11,84713F-HRTimelineGroup
HighTower Advisors, LLC527,269$34.1M0.03%+10,21413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC461,874$29.9M0.01%+21,35313F-HR/ATimelineGroup
Unison Advisors LLC448,588$29M2.02%+3,43913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS436,804$28.3M0.04%+6,04013F-HRTimeline
LPL Financial LLC402,845$26.1M0.01%-14,03413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…379,216$24.5M0.04%+68813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.370,671$24M0.03%+3,55213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding348,991$22.6M-16,144Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC336,448$21.8M0.01%+15,09413F-HRTimelineGroup
OLD MISSION CAPITAL LLC332,421$21.5M0.55%+98,60613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC321,124$20.8M0.04%+321,05513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…308,550$20M0.32%+4,05013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC271,602$17.6M0.11%+11,23713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261,905$16.9M<0.01%+12,97313F-HRTimelineGroup
BIP Wealth, LLC164,935$10.7M0.3%+10,54413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC164,578$10.6M0.01%-2,17813F-HRTimelineGroup
Checchi Capital Advisers, LLC163,820$10.6M0.67%+4,66913F-HRTimeline
Baker Ellis Asset Management LLC163,084$10.6M1.09%-1,38113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC152,299$9.86M<0.01%-213,39913F-HRTimelineGroup
Cascade Financial Partners, LLC151,624$9.81M0.85%+7,53813F-HRTimeline
Portland Global Advisors LLC146,694$9.49M0.9%+73813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,265$8.69M0.01%-1,18313F-HRTimelineGroup
Tortoise Investment Management, LLC128,217$8.3M0.62%-2,92313F-HRTimeline
BLUELINE ADVISORS LLC125,091$8.09M5.61%+7,20113F-HRTimeline
Cambridge Investment Research Advisors,…124,454$8.05M0.02%+2,70713F-HR/ATimeline
UBS Group AGgroup of 2 filers holding124,178$8.04M+6,416Timeline
O'Connor Financial Group LLC122,017$7.9M2.79%+76213F-HRTimeline
Bristlecone Value Partners, LLC118,729$7.68M6.18%-1,25813F-HRTimeline
Discipline Wealth Solutions, LLC118,161$7.65M0.67%-4,15313F-HRTimeline
Stonebridge Wealth Management, LLC117,940$7.63M6.83%+75513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…113,641$7.35M1.98%-4,33813F-HRTimeline
Csenge Advisory Group110,702$7.16M0.29%-3,78213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.95,927$6.21M<0.01%+31,14613F-HRTimelineGroup
Steward Partners Investment Advisory, L…94,814$6.14M0.03%+29813F-HRTimeline
SMITH, MOORE & CO.84,547$6.12M0.4%-9,47613F-HRTimeline
Prosperity Consulting Group, LLC92,842$6.01M0.23%-10,62713F-HRTimeline
TRB Wealth Management, LLC86,696$5.61M0.75%+2,28013F-HRTimeline
Shore Point Advisors, LLC109,806$5.56M1.9%+5,64213F-HRTimeline
Spectrum Wealth Advisory Group, LLC85,575$5.54M1.58%-2,96113F-HRTimeline
Leibman Financial Services, Inc.80,367$5.2M3.46%+12,80013F-HRTimeline
Cetera Investment Advisers76,254$4.93M<0.01%+43713F-HRTimeline
BKM Wealth Management, LLC72,376$4.68M1.66%-6,79513F-HRTimeline
MML INVESTORS SERVICES, LLC68,367$4.42M0.01%+2,50513F-HRTimeline
Inlight Wealth Management, LLC67,498$4.37M1.39%-3,23513F-HRTimeline
Econ Financial Services Corp67,391$4.36M2.04%+43513F-HRTimeline
Causey Wealth LLC67,257$4.35M1.7%-66013F-HRTimeline
Beckerman Institutional, LLC63,195$4.09M1.95%-1,73713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.57,744$3.74M0.04%+1,73513F-HRTimelineGroup
United Advisor Group, LLC54,683$3.54M0.38%+49013F-HRTimeline
Premier Private Wealth Management LLC50,238$3.25M2.84%+89213F-HRTimeline
Haven Private, LLC49,464$3.2M1.22%-53713F-HRTimeline
Nicholas Hoffman & Company, LLC.47,511$3.07M0.06%-7313F-HRTimeline
Janney Montgomery Scott LLC46,876$3.03M0.01%+93713F-HRTimeline
Occidental Asset Management, LLC46,063$2.98M0.3%-27413F-HRTimeline
Midway Capital Research & Management45,268$2.93M2.33%+85413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,065$2.85M0.01%+9,08613F-HRTimelineGroup
Alpha Omega Wealth Management LLC43,252$2.8M0.43%+26213F-HRTimeline
WESCAP Management Group, Inc.42,821$2.77M0.52%-53313F-HRTimeline
Great Point Wealth Advisors, LLC41,317$2.67M0.43%-3,66813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,918$2.65M<0.01%+1,49613F-HRTimelineGroup
Global Retirement Partners, LLC40,222$2.6M0.04%13F-HRTimeline
Sterling Financial Planning, Inc.39,294$2.54M0.69%-32213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,932$2.52M<0.01%+3,00413F-HRTimelineGroup
Texas Yale Capital Corp.38,284$2.48M0.05%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT37,313$2.41M0.73%+26813F-HRTimeline
Sound Stewardship, LLC37,097$2.4M0.99%+2,40813F-HRTimeline
FFG RETIREMENT ADVISORS LLC35,756$2.31M1.22%+28213F-HRTimeline
Marathon Strategic Advisors, LLC34,561$2.24M1.26%+6713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC33,792$2.19M0.67%-33613F-HRTimeline
PINNACLE ASSOCIATES LTD33,699$2.18M0.02%-30013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…32,753$2.12M0.54%+1,06813F-HRTimeline
Empirical Financial Services, LLC d.b.a…30,674$1.98M0.03%-68613F-HRTimeline
Waterfront Wealth Inc.30,203$1.96M0.3%+1,84313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,755$1.93M<0.01%new13F-HR/ATimelineGroup
Lifetime Wealth Management P.C.29,315$1.9M1.11%+6,68613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,421$1.84M<0.01%-7613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC27,069$1.75M0.01%-16013F-HRTimeline
Mariner, LLCin group Mariner, LLC25,871$1.67M<0.01%-14,44713F-HRTimelineGroup
NorthCrest Asset Manangement, LLC25,433$1.63M0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,906$1.42M0.01%-68913F-HRTimelineGroup
Addison Advisors LLC21,834$1.41M0.67%-36,20413F-HRTimeline
Financial Harvest, LLC20,786$1.35M0.56%+64913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC20,538$1.33M0.45%+1613F-HRTimeline
Evanson Financial, LLC20,209$1.31M0.06%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,158$1.3M<0.01%-62413F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.20,151$1.3M1.17%-1,18013F-HRTimeline
Cornerstone Wealth Management, LLC19,712$1.28M0.05%+11713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,218$1.24M<0.01%new13F-HRTimelineGroup
W1M Asset Management Ltd18,640$1.21M0.01%-18013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,579$1.2M<0.01%-3,25313F-HRTimelineGroup
WHITTIER TRUST CO17,494$1.14M0.01%-3,35313F-HRTimeline
Perigon Wealth Management, LLC17,633$1.14M0.02%-2,49313F-HRTimeline
Lodestone Wealth Management LLC16,315$1.06M0.37%+26513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,680$1.01M<0.01%-1,08013F-HR/ATimelineGroup
BOSTON FAMILY OFFICE LLC15,488$1M0.06%-74013F-HRTimeline
American Capital Advisory, LLC15,209$984K0.36%-13413F-HRTimeline
Betterment LLC15,038$973K<0.01%+17613F-HRTimeline
Astra Wealth Partners LLC13,944$902K0.5%+57613F-HRTimeline
Beacon Pointe Advisors, LLC13,752$890K<0.01%013F-HRTimeline
Everest Private Wealth13,581$879K0.33%+69313F-HRTimeline
Avos Capital Management, LLC13,290$860K0.36%-2,42113F-HRTimeline
Modera Wealth Management, LLC13,064$845K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,906$835K<0.01%-4,79013F-HRTimeline
Covenant Asset Management, LLC12,847$831K0.15%+27213F-HRTimeline
TopTier Wealth Management, LLC12,755$825K0.5%-1,95113F-HRTimeline
SIMON QUICK ADVISORS, LLC11,873$768K0.03%013F-HRTimeline
NWAM LLC11,576$749K0.04%+6313F-HRTimeline
Matisse Capital11,518$745K0.3%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,500$744K0.03%+1,20013F-HRTimeline
Sanctuary Advisors, LLC11,431$740K<0.01%+69713F-HRTimeline
WADDELL & ASSOCIATES, LLC11,175$723K0.04%-113F-HRTimeline
Biltmore Family Office, LLC11,063$716K0.09%-1,99113F-HRTimeline
Collaborative Fund Advisors, LLC10,862$703K0.41%new13F-HRTimeline
FMR LLCin group FMR LLC10,558$683K<0.01%+1,40713F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC10,383$672K0.07%+1,37813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,982$646K0.06%-8313F-HRTimeline
BANK OZK9,895$640K0.19%013F-HRTimeline
ProVise Management Group, LLC9,764$632K0.04%+113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,710$628K0.04%-2,76113F-HRTimeline
SigFig Wealth Management, LLC9,365$601K0.02%+6113F-HRTimeline
Columbus Macro, LLC9,218$597K0.06%+21313F-HRTimeline
DAVENPORT & Co LLC9,188$595K<0.01%-64213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,000$582K0.01%-3813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,650$557K<0.01%013F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC8,356$541K0.15%013F-HRTimeline
JFS WEALTH ADVISORS, LLC8,126$526K0.03%+60713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,073$522K<0.01%+4,31313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC7,705$499K0.04%-6613F-HRTimeline
Farther Finance Advisors, LLC7,533$487K<0.01%-8013F-HRTimeline
Wedmont Private Capital7,239$468K0.01%013F-HRTimeline
Cresset Asset Management, LLC7,028$455K<0.01%013F-HRTimeline
PlanVest Financial, Inc6,959$450K0.3%-99613F-HRTimeline
NOVEM GROUP6,690$433K0.04%+99613F-HRTimeline
PFG Investments, LLC6,127$396K0.02%+8013F-HRTimeline
Integrated Wealth Concepts LLC5,996$388K<0.01%+3813F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,971$386K<0.01%-8113F-HRTimelineGroup
Triasima Portfolio Management inc.5,970$386K0.05%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,800$375K<0.01%new13F-HRTimelineGroup
&PARTNERS5,673$367K<0.01%-5313F-HRTimeline
Bison Wealth, LLC5,550$362K0.03%+1,37313F-HRTimeline
Meridian Financial Partners LLC5,519$351K0.12%-45113F-HRTimeline
Advisory Services Network, LLC5,398$349K<0.01%-5513F-HRTimeline
Sovereign Financial Group, Inc.5,333$345K0.05%-48213F-HRTimeline
Colorado Capital Management, Inc.5,307$343K0.12%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,413$336K<0.01%-76213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,238$334K<0.01%+59913F-HRTimelineGroup
FF Advisors,LLC4,980$322K0.12%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,958$321K0.01%013F-HRTimeline
Atria Investments, Inc4,922$318K<0.01%-97913F-HRTimeline
Seed Wealth Management, Inc.4,800$311K0.2%013F-HRTimeline
HighPoint Advisor Group LLC4,766$308K0.01%+5913F-HRTimeline
SageView Advisory Group, LLC4,634$300K0.01%+1113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,611$298K0.01%+45813F-HRTimelineGroup
Private Advisor Group, LLC4,586$297K<0.01%+10513F-HRTimeline
EASTERN BANK4,565$295K<0.01%-2,46513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,475$290K0.09%+613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO4,471$289K0.03%new13F-HRTimelineGroup
Jacobs Equity LLC4,417$286K0.2%+15213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,358$282K0.01%-1,93113F-HRTimeline
Modern Wealth Management, LLC4,180$270K<0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,164$269K<0.01%013F-HRTimeline
Berger Financial Group, Inc3,904$253K0.01%+2613F-HRTimeline
MFA WEALTH ADVISORS, LLC3,703$240K0.04%-2,68613F-HRTimeline
Qube Research & Technologies Ltd3,684$238K<0.01%-5,60113F-HRTimeline
Aptus Capital Advisors, LLC3,611$234K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,603$233K0.01%+4713F-HRTimelineGroup
CAPITAL MANAGEMENT CORP /VA3,600$233K0.03%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,566$231K0.12%new13F-HRTimeline
CoreCap Advisors, LLC3,550$230K0.01%-11113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,575$228K<0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC3,506$227K0.01%new13F-HRTimeline
Aspect Partners, LLC3,364$218K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,258$211K0.01%-66013F-HRTimelineGroup
IFP Advisors, Inc3,002$194K<0.01%+82213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,846$183K<0.01%+1,48013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,672$173K0.1%+6413F-HRTimeline
IFG Advisory, LLC2,513$163K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,492$161K<0.01%+2413F-HRTimeline
Fairman Group, LLC2,356$152K0.12%-1,18913F-HRTimeline
BLAIR WILLIAM & CO/IL2,250$146K<0.01%+2513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,178$141K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC2,040$132K0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT1,564$101K0.05%+2013F-HRTimeline
Legacy Bridge, LLC1,500$97.1K0.03%013F-HRTimeline
Arax Advisory Partners1,494$96.7K<0.01%+1,47613F-HRTimeline
MASECO LLP1,457$94.2K<0.01%+49213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,410$91.2K<0.01%+68013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,342$86.8K<0.01%+3713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,159$75K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management1,142$74K0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,143$74K<0.01%+86013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,050$67.9K<0.01%-1,05513F-HRTimelineGroup
Clearstead Advisors, LLC1,030$66.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors728$46.7K0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC657$42.5K0.01%-13313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.651$42.1K<0.01%013F-HR/ATimeline