Skip to content
Disclosery

DGS WISDOMTREE TR

Follow

EMG MKTS SMCAP (fund)

251 managers (253 13F filers) reported a position in DGS shares at 2025-12-31, 17,627,724 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
251
13F filers
253
New
19
Added
95
Reduced
66
Sold out
12
Shares held by filers
17,627,724

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Osbon Capital Management LLC529$30.3K0.03%13F-HRTimeline
Sound Income Strategies, LLC483$28.6K<0.01%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC473$27.1K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.440$25.2K<0.01%-3,55713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.423$24.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV405$23.2K<0.01%-2813F-HRTimeline
MONTAG A & ASSOCIATES INC400$22.9K<0.01%013F-HRTimeline
MAI Capital Management400$22.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC304$17.4K0.01%-3113F-HRTimeline
Keating Financial Advisory Services, In…300$17.2K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA292$16.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…261$14.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC249$14.3K<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC220$12.6K<0.01%013F-HRTimeline
Trust Co215$12.3K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC182$10.4K<0.01%+113F-HRTimeline
Rossby Financial, LCC175$10K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC157$8.99K0.01%013F-HRTimeline
Millstone Evans Group, LLC153$8.76K0.01%013F-HRTimeline
AlphaCore Capital LLC150$8.59K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC141$8.07K0.01%013F-HRTimeline
AdvisorNet Financial, Inc126$7.21K<0.01%013F-HRTimeline
Larson Financial Group LLC125$7.16K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd121$6.93K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.108$6.18K<0.01%013F-HRTimeline
SHP Wealth Management107$6.12K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC93$5.32K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.91$5.23K<0.01%+113F-HRTimeline
Team Financial Group, LLC89$5.09K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.75$4.29K<0.01%013F-HRTimeline
REAP Financial Group, LLC65$3.72K<0.01%013F-HRTimeline
Sachetta, LLC59$3.38K<0.01%013F-HRTimeline
Dunhill Financial, LLC54$3.08K<0.01%+113F-HRTimeline
PFS Partners, LLC53$3.01K<0.01%new13F-HRTimeline
LRI Investments, LLC50$2.86K<0.01%013F-HRTimeline
Tidemark, LLC44$2.52K<0.01%013F-HRTimeline
SIGNATUREFD, LLC40$2.29K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.35$2K<0.01%013F-HRTimelineGroup
CX Institutional29$2K<0.01%-1,14813F-HRTimeline
Smartleaf Asset Management LLC22$1.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22$1.26K<0.01%013F-HRTimelineGroup
Arax Advisory Partners18$1.02K<0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…16$916<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC15$859<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC15$845<0.01%013F-HRTimeline
Asset Dedication, LLC13$745<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$401<0.01%-1013F-HRTimelineGroup
Kilter Group LLC2$131<0.01%-713F-HRTimeline
Central Pacific Bank - Trust Division2$114<0.01%013F-HRTimeline
Sankala Group LLC1$80<0.01%13F-HRTimeline
Blue Trust, Inc.1$57<0.01%013F-HRTimeline