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Disclosery

DGS WISDOMTREE TR

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EMG MKTS SMCAP (fund)

244 managers (245 13F filers) reported a position in DGS shares at 2024-12-31, 24,186,511 shares in all. 13 filers opened a position and 20 filers sold out during the quarter.

Managers
244
13F filers
245
New
13
Added
88
Reduced
78
Sold out
20
Shares held by filers
24,186,511

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Creative Planningin group Creative Planning8,923,341$437M0.42%-4,170,91613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,198,946$58.7M0.01%+21,53713F-HRTimelineGroup
Unison Advisors LLC807,457$39.5M4.7%-8,92113F-HRTimeline
CW Advisors, LLC651,787$31.9M0.44%+11,00213F-HRTimeline
HighTower Advisors, LLC535,826$26.2M0.04%-31,45813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/535,590$26.2M0.03%+117,35813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY532,548$26.1M<0.01%-184,19313F-HR/ATimelineGroup
LPL Financial LLC513,970$25.1M0.01%+4,05313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC393,243$19.2M0.01%+17,50913F-HRTimelineGroup
OLD MISSION CAPITAL LLC388,722$19M0.44%-250,65113F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC366,668$17.9M0.54%+2,95813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC365,074$17.9M<0.01%+214,93013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…319,733$15.6M0.01%+3,63013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN294,113$14.4M<0.01%-78,12413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC284,323$13.9M0.01%013F-HRTimeline
EASTERN BANK278,911$13.6M0.25%+96013F-HRTimeline
NorthCoast Asset Management LLC266,580$13M0.06%+13,84113F-HR/ATimeline
BIP Wealth, LLC264,513$12.9M0.87%+8,42013F-HRTimeline
MFA WEALTH ADVISORS, LLC256,952$12.6M3.22%+25,74813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…246,357$12.1M0.27%+16,06713F-HRTimelineGroup
Tortoise Investment Management, LLC239,577$11.7M1.24%+8,65813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC223,929$11M<0.01%13F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…209,408$10.2M0.04%+33,79213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC206,962$10.1M0.1%+18,63713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC202,344$9.9M0.02%-13,50813F-HRTimelineGroup
Efficient Advisors, LLC193,603$9.47M0.61%+7,63313F-HRTimeline
UBS Group AGgroup of 2 filers holding188,738$9.23M-2,709Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,008$8.86M<0.01%+40,33413F-HRTimelineGroup
Checchi Capital Advisers, LLC174,561$8.54M0.64%-54,28113F-HRTimeline
Neumann Capital Management, LLC166,321$8.14M2.7%+98713F-HRTimeline
Csenge Advisory Group158,691$7.76M0.42%-8,18113F-HRTimeline
Spectrum Wealth Advisory Group, LLC147,381$7.21M3.4%+28,53813F-HRTimeline
Prosperity Consulting Group, LLC143,871$7.04M0.53%-16,86013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132,186$6.47M0.02%+2,16913F-HRTimelineGroup
Cascade Financial Partners, LLC130,469$6.38M0.83%+4,72613F-HRTimeline
Portland Global Advisors LLC129,427$6.33M0.8%+3,22713F-HRTimeline
Baker Ellis Asset Management LLC126,814$6.2M0.91%+2,09713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…115,019$5.63M2.25%+10,73713F-HRTimeline
Causey Wealth LLC111,451$5.45M3.18%13F-HRTimeline
Inlight Wealth Management, LLC111,450$5.45M3.59%13F-HRTimeline
Laurel Wealth Planning LLC108,409$5.3M3.42%-13,55213F-HRTimeline
O'Connor Financial Group LLC105,718$5.17M2.7%+3,73313F-HRTimeline
Steward Partners Investment Advisory, L…103,133$5.05M0.04%+1,35213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC101,604$4.97M0.01%+95,88313F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC87,912$4.3M1.8%+9,85413F-HRTimeline
SMITH, MOORE & CO.86,288$4.22M0.39%+1,69013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,167$4.07M0.01%+51413F-HRTimelineGroup
BKM Wealth Management, LLC78,837$3.86M1.58%+96713F-HRTimeline
Great Point Wealth Advisors, LLC77,420$3.79M0.83%-6,88513F-HRTimeline
Shore Point Advisors, LLC76,719$3.75M2.02%-42,29013F-HRTimeline
Avos Capital Management, LLC70,943$3.45M2.8%13F-HRTimeline
Cambridge Investment Research Advisors,…65,669$3.21M0.01%-1,06113F-HRTimeline
Cetera Investment Advisers64,131$3.14M0.01%+2,44713F-HRTimeline
Atria Investments, Inc62,760$3.07M0.04%+7,44213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,345$2.81M0.01%+1,20413F-HR/ATimeline
Beckerman Institutional, LLC54,609$2.67M2.14%+3,55213F-HRTimeline
United Advisor Group, LLC52,321$2.56M0.51%+8,88613F-HRTimeline
Addison Advisors LLC50,455$2.47M0.69%+1,00013F-HRTimeline
Texas Yale Capital Corp.50,058$2.45M0.1%013F-HRTimeline
WESCAP Management Group, Inc.49,593$2.43M0.59%+1,14213F-HRTimeline
Haven Private, LLC49,346$2.41M1.35%13F-HRTimeline
Alpha Omega Wealth Management LLC48,846$2.39M0.45%+53413F-HRTimeline
CoreCap Advisors, LLC48,176$2.36M0.11%-2,26813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding48,063$2.35M+8,089Timeline
Nicholas Hoffman & Company, LLC.47,329$2.32M0.09%-5,15513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Defined Financial Planning LLC42,441$2.08M2.22%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,414$2.07M<0.01%+71013F-HRTimelineGroup
Insight Advisors, LLC/ PA40,723$1.99M0.34%+3,36813F-HRTimeline
Global Retirement Partners, LLC40,292$1.97M0.06%+54513F-HRTimeline
Sterling Financial Planning, Inc.40,257$1.97M0.72%+39513F-HRTimeline
PINNACLE ASSOCIATES LTD40,097$1.96M0.03%-7,99313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,763$1.95M0.03%+2,68113F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT38,246$1.87M0.71%+48513F-HRTimeline
Private Advisor Group, LLC38,059$1.86M0.01%+1,74113F-HRTimeline
Quantum Portfolio Management LLC36,665$1.79M0.96%-1,65313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,400$1.73M0.01%-14,38613F-HRTimelineGroup
WHITTIER TRUST CO34,949$1.71M0.02%-50313F-HRTimeline
MML INVESTORS SERVICES, LLC34,810$1.7M0.01%+10,70413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC34,795$1.7M0.81%+5,02513F-HRTimeline
Janney Montgomery Scott LLC33,371$1.63M<0.01%+2,22413F-HRTimeline
Empirical Financial Services, LLC d.b.a…32,474$1.59M0.04%+95013F-HRTimeline
FLOW TRADERS U.S. LLC31,248$1.53M0.06%+14,96813F-HRTimeline
Sound Stewardship, LLC31,022$1.52M0.9%+25513F-HRTimeline
FFG RETIREMENT ADVISORS LLC30,327$1.48M0.97%-2413F-HRTimeline
Marathon Strategic Advisors, LLC30,177$1.48M1.6%+1,81913F-HRTimeline
Occidental Asset Management, LLC27,708$1.36M0.21%+3,00913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,703$1.36M0.01%-17513F-HRTimeline
Perigon Wealth Management, LLC25,494$1.22M0.03%-2,56213F-HRTimeline
Cornerstone Wealth Management, LLC23,969$1.17M0.08%+8,33813F-HRTimeline
Moser Wealth Advisors, LLC23,658$1.16M0.6%-1,56313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,000$1.08M<0.01%new13F-HRTimeline
Evanson Asset Management, LLC21,821$1.07M0.07%-52813F-HRTimeline
Smartleaf Asset Management LLC21,537$1.05M0.11%+61613F-HRTimeline
Waterfront Wealth Inc.20,425$999K0.24%+8113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,450$951K<0.01%-80613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,607$910K<0.01%+3,98113F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.18,149$888K0.01%+12913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT17,676$865K0.06%013F-HRTimeline
Bison Wealth, LLC15,996$783K0.17%-26,69013F-HRTimeline
Independent Advisor Alliance15,538$760K0.01%new13F-HRTimeline
ProVise Management Group, LLC15,451$756K0.06%-55913F-HRTimeline
Covenant Asset Management, LLC15,437$755K0.17%013F-HRTimeline
American Capital Advisory, LLC15,195$743K0.41%-1,17913F-HRTimeline
Exchange Capital Management, Inc.15,046$736K0.12%+1,93513F-HRTimeline
Financial Harvest, LLC14,877$728K0.61%13F-HRTimeline
Biltmore Family Office, LLC14,653$717K0.12%-43513F-HRTimeline
Columbus Macro, LLC14,630$716K0.1%+2,19313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,457$707K<0.01%-3,99213F-HRTimeline
Integrated Wealth Concepts LLC14,360$703K0.01%+4,11913F-HRTimeline
Choate Investment Advisors14,100$690K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.14,024$686K0.29%-48513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…14,002$685K0.26%+38613F-HRTimeline
Oxinas Partners, LLC13,882$679K0.4%+2,36213F-HRTimeline
Betterment LLC13,203$646K<0.01%+31913F-HRTimeline
Modera Wealth Management, LLC12,775$625K0.01%-49613F-HRTimeline
SIMON QUICK ADVISORS, LLC12,345$604K0.04%+5113F-HRTimeline
AssuredPartners Investment Advisors, LLC11,913$583K0.11%13F-HRTimeline
BOSTON FAMILY OFFICE LLC11,794$577K0.04%+85713F-HRTimeline
Matisse Capital11,518$563K0.29%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,273$552K<0.01%-1,36813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.11,065$541K0.03%013F-HRTimeline
Sovereign Financial Group, Inc.10,511$514K0.12%-80113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC10,485$513K0.2%-1013F-HRTimeline
OneDigital Investment Advisors LLC10,125$495K0.01%+13213F-HRTimeline
DAVENPORT & Co LLC10,055$492K<0.01%-15113F-HRTimeline
&PARTNERS10,039$491K0.01%+27613F-HRTimeline
BANK OZK9,895$484K0.2%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,887$483K0.03%+813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,721$476K0.01%+2613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,719$475K<0.01%-20013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,633$471K0.06%new13F-HRTimeline
Sanctuary Advisors, LLC9,557$468K<0.01%-3,68113F-HRTimeline
NWAM LLC8,737$427K0.03%-3613F-HRTimeline
Bison Wealth, LLC8,443$413K0.05%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,348$408K0.04%-278,01213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,287$405K<0.01%-15,24313F-HRTimelineGroup
Astra Wealth Partners LLC8,248$404K0.38%13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,930$388K<0.01%-2,50613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC7,785$381K0.03%-64513F-HRTimeline
Atria Wealth Solutions, Inc.7,170$351K<0.01%-1,59513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,099$347K0.22%13F-HRTimeline
Wedmont Private Capital7,237$345K0.02%+1,59513F-HRTimeline
ALBION FINANCIAL GROUP /UT6,595$323K0.02%013F-HRTimeline
Colorado Capital Management, Inc.6,423$314K0.15%-7413F-HRTimeline
Meridian Financial Partners LLC5,991$293K0.15%-10613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,900$289K<0.01%-218,01413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,830$285K0.02%+813F-HRTimeline
RFG Advisory, LLC5,729$280K0.01%-31313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,681$278K0.01%013F-HRTimeline
Everest Private Wealth5,512$270K0.24%13F-HRTimeline
Seed Wealth Management, Inc.5,450$267K0.22%013F-HRTimeline
FF Advisors,LLC5,178$264K0.18%-1,54013F-HRTimeline
FMR LLCin group FMR LLC5,367$263K<0.01%-42613F-HRTimelineGroup
PFG Investments, LLC5,356$262K0.02%+3213F-HRTimeline
SageView Advisory Group, LLC5,344$261K0.01%new13F-HRTimeline
Chemistry Wealth Management LLC5,295$259K0.06%-50713F-HRTimeline
Lionshead Wealth Management, LLC5,268$258K0.19%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,227$256K0.01%new13F-HR/ATimelineGroup
Fairman Group, LLC5,203$255K0.21%-74913F-HRTimeline
OPTIMA CAPITAL LLC5,164$253K0.17%13F-HRTimeline
Summit Trail Advisors, LLC5,138$251K0.01%013F-HRTimeline
Berger Financial Group, Inc5,134$251K0.02%+1313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,901$240K0.01%-20213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,822$236K0.12%-2,84113F-HRTimeline
SigFig Wealth Management, LLC4,790$234K0.01%+73513F-HRTimeline
RWA WEALTH PARTNERS, LLC4,702$230K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC4,460$218K0.01%-2413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,205$206K0.01%-26113F-HRTimelineGroup
Modern Wealth Management, LLC4,180$204K0.01%013F-HR/ATimeline
Discipline Wealth Solutions, LLC4,103$201K0.09%-39213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,880$190K<0.01%+2,38813F-HRTimelineGroup
Aptus Capital Advisors, LLC3,667$179K<0.01%+3,56513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,525$172K0.01%-53513F-HRTimelineGroup
SBI Securities Co., Ltd.3,379$165K0.01%13F-HRTimeline
Aspect Partners, LLC3,364$165K0.1%013F-HRTimeline
GHP Investment Advisors, Inc.3,200$157K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,089$151K<0.01%+6813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,981$146K<0.01%+613F-HRTimelineGroup
Farther Finance Advisors, LLC2,975$146K0.01%-41913F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,700$132K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,678$131K<0.01%013F-HRTimelineGroup
COMERICA BANK2,581$126K<0.01%013F-HR/ATimeline
Clearstead Advisors, LLC2,413$118K<0.01%-27713F-HRTimeline
BLAIR WILLIAM & CO/IL2,342$115K<0.01%-1013F-HRTimeline
IFP Advisors, Inc2,191$107K<0.01%+66913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,151$105K0.01%+11213F-HRTimeline
Hanson & Doremus Investment Management2,085$102K0.02%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,563$76.5K<0.01%-44,39513F-HRTimelineGroup
Legacy Bridge, LLC1,500$73.4K0.04%013F-HRTimeline
NorthRock Partners, LLC1,484$72.6K<0.01%-7513F-HR/ATimeline
Princeton Global Asset Management LLC1,392$68.1K0.01%-1,28013F-HRTimeline
MONTAG A & ASSOCIATES INC1,016$49.7K<0.01%+413F-HRTimeline
Sandy Spring Bank974$47.7K<0.01%+613F-HRTimeline
OARSMAN CAPITAL, INC.918$44.9K0.01%-1,14113F-HRTimeline
Tidemark, LLC884$43.2K0.02%-2,64413F-HRTimeline
Golden State Wealth Management, LLC838$41K0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$39.1K<0.01%-15513F-HRTimelineGroup
Kimelman & Baird, LLC763$37.3K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA774$36.9K<0.01%-113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors691$33.8K0.01%new13F-HRTimelineGroup