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Disclosery

DGS WISDOMTREE TR

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EMG MKTS SMCAP (fund)

225 managers (226 13F filers) reported a position in DGS shares at 2025-03-31, 20,631,245 shares in all. 18 filers opened a position and 33 filers sold out during the quarter.

Managers
225
13F filers
226
New
18
Added
71
Reduced
88
Sold out
33
Shares held by filers
20,631,245

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Planning7,037,588$340M0.32%-1,885,75313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,095,228$52.9M<0.01%-103,71813F-HRTimelineGroup
Unison Advisors LLC718,522$34.7M4.42%-88,93513F-HRTimeline
CW Advisors, LLC680,695$32.9M0.39%+28,90813F-HRTimeline
HighTower Advisors, LLC571,754$27.6M0.04%+35,92813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/544,464$26.3M0.03%+8,87413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY489,487$23.6M<0.01%-43,06113F-HRTimelineGroup
LPL Financial LLC420,120$20.3M0.01%-93,85013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC398,749$19.3M0.01%+5,50613F-HRTimelineGroup
OLD MISSION CAPITAL LLC395,232$19.1M0.37%+6,51013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS371,009$17.9M0.04%new13F-HRTimeline
NorthCoast Asset Management LLC273,414$13.2M0.07%+6,83413F-HR/ATimeline
MFA WEALTH ADVISORS, LLC273,310$13.2M3.27%+16,35813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…257,389$12.4M0.27%+11,03213F-HRTimelineGroup
Tortoise Investment Management, LLC256,840$12.4M1.29%+17,26313F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…255,866$12.4M0.05%+46,45813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237,752$11.5M<0.01%-56,36113F-HRTimelineGroup
BIP Wealth, LLC228,453$11M0.72%-36,06013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC215,173$10.4M0.13%+8,21113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…209,619$10.1M0.01%-110,11413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,960$9.71M<0.01%-22,96913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC190,185$9.19M0.02%-12,15913F-HRTimelineGroup
Efficient Advisors, LLC187,718$9.07M0.59%-5,88513F-HR/ATimeline
Spectrum Wealth Advisory Group, LLC187,413$9.05M4.34%+40,03213F-HRTimeline
UBS Group AGin group UBS Group AG185,106$8.94M<0.01%-3,63213F-HRTimelineGroup
Checchi Capital Advisers, LLC178,653$8.63M0.61%+4,09213F-HRTimeline
Neumann Capital Management, LLC166,085$8.02M2.77%-23613F-HRTimeline
Csenge Advisory Group155,768$7.39M0.42%-2,92313F-HRTimeline
Prosperity Consulting Group, LLC138,974$6.71M0.52%-4,89713F-HRTimeline
Cascade Financial Partners, LLC138,376$6.68M0.84%+7,90713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…135,834$6.56M0.02%+3,64813F-HRTimelineGroup
Portland Global Advisors LLC133,716$6.46M0.81%+4,28913F-HRTimeline
Baker Ellis Asset Management LLC125,409$6.06M0.87%-1,40513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…122,653$5.93M0.01%+114,36613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC121,848$5.9M<0.01%-243,22613F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…114,656$5.54M2.06%-36313F-HRTimeline
O'Connor Financial Group LLC110,767$5.35M2.78%+5,04913F-HRTimeline
Inlight Wealth Management, LLC102,162$4.94M3.06%-9,28813F-HRTimeline
Causey Wealth LLC98,758$4.77M2.67%-12,69313F-HRTimeline
Steward Partners Investment Advisory, L…93,834$4.53M0.04%-9,29913F-HRTimeline
SMITH, MOORE & CO.89,906$4.34M0.4%+3,61813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,140$4.06M0.01%+97313F-HRTimelineGroup
Cambridge Investment Research Advisors,…82,571$3.99M0.01%+16,90213F-HRTimeline
BKM Wealth Management, LLC80,256$3.88M1.6%+1,41913F-HRTimeline
Shore Point Advisors, LLC76,052$3.67M1.94%-66713F-HRTimeline
Great Point Wealth Advisors, LLC75,918$3.67M0.79%-1,50213F-HRTimeline
Econ Financial Services Corp74,924$3.62M1.93%new13F-HRTimeline
Avos Capital Management, LLC72,274$3.49M2.3%+1,33113F-HRTimeline
MML INVESTORS SERVICES, LLC71,820$3.47M0.01%+37,01013F-HRTimeline
Cetera Investment Advisers58,858$2.84M0.01%-5,27313F-HRTimeline
Beckerman Institutional, LLC58,459$2.82M2.04%+3,85013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,672$2.69M0.01%-1,67313F-HRTimeline
United Advisor Group, LLC54,779$2.65M0.54%+2,45813F-HRTimeline
Addison Advisors LLC51,030$2.47M0.67%+57513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding49,754$2.4M+1,691Timeline
Haven Private, LLC48,914$2.36M1.34%-43213F-HRTimeline
WESCAP Management Group, Inc.48,668$2.35M0.57%-92513F-HRTimeline
Nicholas Hoffman & Company, LLC.47,259$2.28M0.09%-7013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,873$2.07M<0.01%+45913F-HRTimelineGroup
Occidental Asset Management, LLC42,710$2.06M0.31%+15,00213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,884$2.02M0.03%+2,12113F-HRTimelineGroup
Sterling Financial Planning, Inc.39,954$1.93M0.7%-30313F-HRTimeline
PINNACLE ASSOCIATES LTD39,847$1.93M0.03%-25013F-HRTimeline
Alpha Omega Wealth Management LLC39,186$1.89M0.36%-9,66013F-HRTimeline
Texas Yale Capital Corp.38,283$1.85M0.08%-11,77513F-HRTimeline
VISTA INVESTMENT MANAGEMENT37,735$1.82M0.71%-51113F-HRTimeline
Janney Montgomery Scott LLC37,195$1.8M0.01%+3,82413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,180$1.8M<0.01%-143,82813F-HR/ATimelineGroup
FFG RETIREMENT ADVISORS LLC35,122$1.7M1.16%+4,79513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,476$1.67M0.01%-92413F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC34,439$1.66M0.76%-35613F-HRTimeline
EASTERN BANK34,079$1.65M0.03%-244,83213F-HRTimeline
WHITTIER TRUST CO33,878$1.64M0.02%-1,07113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,358$1.56M<0.01%+26,45813F-HRTimelineGroup
Sound Stewardship, LLC31,757$1.53M0.87%+73513F-HRTimeline
Marathon Strategic Advisors, LLC30,599$1.48M1.59%+42213F-HRTimeline
Bison Wealth, LLC29,953$1.48M0.14%+21,51013F-HRTimeline
Empirical Financial Services, LLC d.b.a…30,280$1.46M0.04%-2,19413F-HRTimeline
Qube Research & Technologies Ltd29,743$1.44M<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,703$1.34M0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,684$1.29M<0.01%+8,07713F-HRTimelineGroup
Insight Advisors, LLC/ PA25,164$1.22M0.21%-15,55913F-HRTimeline
Cornerstone Wealth Management, LLC24,280$1.17M0.08%+31113F-HRTimeline
Perigon Wealth Management, LLC22,973$1.11M0.03%-2,52113F-HRTimeline
Moser Wealth Advisors, LLC22,961$1.11M0.58%-69713F-HRTimeline
Evanson Asset Management, LLC21,829$1.05M0.07%+813F-HRTimeline
Waterfront Wealth Inc.21,090$1.02M0.25%+66513F-HRTimeline
Asset Allocation & Management Company, …20,000$966K0.49%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,321$933K0.01%+1,17213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,606$802K0.06%-1,07013F-HRTimeline
Lodestone Wealth Management LLC16,542$799K0.43%new13F-HRTimeline
Exchange Capital Management, Inc.16,103$778K0.13%+1,05713F-HRTimeline
Covenant Asset Management, LLC15,437$746K0.19%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…15,336$741K0.26%+1,33413F-HRTimeline
American Capital Advisory, LLC15,172$733K0.4%-2313F-HRTimeline
Biltmore Family Office, LLC14,653$708K0.12%013F-HRTimeline
ProVise Management Group, LLC14,165$684K0.06%-1,28613F-HRTimeline
DHK Financial Advisors, Inc.14,100$681K0.37%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,890$671K<0.01%-56713F-HRTimeline
Columbus Macro, LLC13,814$667K0.09%-81613F-HRTimeline
Betterment LLC13,358$645K<0.01%+15513F-HRTimeline
Modera Wealth Management, LLC13,310$643K0.01%+53513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,355$597K<0.01%+1,08213F-HRTimelineGroup
Kathleen S. Wright Associates Inc.12,274$593K0.25%-1,75013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,192$589K0.04%+39813F-HRTimeline
SIMON QUICK ADVISORS, LLC11,922$576K0.03%-42313F-HRTimeline
Matisse Capital11,518$556K0.29%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,910$527K0.03%-15513F-HRTimeline
AssuredPartners Investment Advisors, LLC10,800$522K0.1%-1,11313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC10,309$498K0.2%-17613F-HRTimeline
Astra Wealth Partners LLC10,215$494K0.47%+1,96713F-HRTimeline
Sanctuary Advisors, LLC10,059$486K<0.01%+50213F-HRTimeline
DAVENPORT & Co LLC10,055$486K<0.01%013F-HRTimeline
BANK OZK9,895$478K0.2%013F-HRTimeline
Sovereign Financial Group, Inc.9,864$477K0.11%-64713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,695$468K0.01%-2613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,675$467K0.06%+4213F-HRTimeline
NWAM LLC8,856$428K0.04%+11913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,534$412K<0.01%-1,18513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC8,397$405K0.03%-1,49013F-HRTimeline
JFS WEALTH ADVISORS, LLC7,698$372K0.03%-8713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,319$354K<0.01%-61113F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc7,099$343K0.23%013F-HRTimeline
Wedmont Private Capital7,237$336K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC6,771$327K<0.01%-7,58913F-HRTimeline
PFG Investments, LLC6,665$322K0.02%+1,30913F-HRTimeline
ALBION FINANCIAL GROUP /UT6,595$319K0.02%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,576$318K0.03%-1,77213F-HRTimeline
&PARTNERS6,231$303K<0.01%-3,80813F-HRTimeline
Summit Trail Advisors, LLC6,205$300K0.01%+1,06713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,155$297K<0.01%-13,29513F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,043$292K<0.01%new13F-HRTimeline
Meridian Financial Partners LLC5,991$289K0.15%013F-HRTimeline
Colorado Capital Management, Inc.5,990$289K0.13%-43313F-HRTimeline
GWN SECURITIES INC.5,472$286K0.02%new13F-HRTimeline
Cyndeo Wealth Partners, LLC5,832$282K0.02%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,681$274K0.01%013F-HRTimeline
Everest Private Wealth5,512$266K0.24%013F-HRTimeline
Seed Wealth Management, Inc.5,450$263K0.21%013F-HRTimeline
FF Advisors,LLC5,178$263K0.15%013F-HRTimeline
Advisory Services Network, LLC5,377$260K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,367$259K0.02%+5,35413F-HRTimeline
SageView Advisory Group, LLC5,353$259K0.01%+913F-HRTimeline
Fairman Group, LLC5,211$255K0.23%+813F-HRTimeline
SigFig Wealth Management, LLC5,154$251K0.01%+36413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,901$237K0.01%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,807$232K0.12%-1513F-HR/ATimeline
Farther Finance Advisors, LLC4,752$231K0.01%+1,77713F-HRTimeline
Laurel Wealth Planning LLC4,762$230K0.15%-103,64713F-HRTimeline
Atria Investments, Inc4,702$227K<0.01%-58,05813F-HRTimeline
RWA WEALTH PARTNERS, LLC4,702$227K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC4,460$215K0.01%013F-HRTimeline
Discipline Wealth Solutions, LLC4,228$204K0.1%+12513F-HRTimeline
CoreCap Advisors, LLC4,224$204K0.01%-43,95213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,205$203K0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC4,180$202K0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,077$198K<0.01%+19713F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,094$198K<0.01%-1,27313F-HRTimelineGroup
Aptus Capital Advisors, LLC3,647$176K<0.01%-2013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,525$170K0.01%013F-HRTimelineGroup
Aspect Partners, LLC3,364$163K0.09%013F-HRTimeline
GHP Investment Advisors, Inc.3,200$155K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,863$138K<0.01%-11813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,700$130K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,678$129K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,590$125K<0.01%+39913F-HRTimeline
SBI Securities Co., Ltd.2,426$117K<0.01%-95313F-HRTimeline
COMERICA BANK2,281$110K<0.01%-30013F-HRTimeline
BLAIR WILLIAM & CO/IL2,242$108K<0.01%-10013F-HRTimeline
Hanson & Doremus Investment Management2,086$101K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,727$83.4K0.01%-42413F-HRTimeline
Legacy Bridge, LLC1,500$72.5K0.04%013F-HRTimeline
Clearstead Advisors, LLC1,483$71.6K<0.01%-93013F-HRTimeline
NorthRock Partners, LLC1,445$69.8K<0.01%-3913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,335$64.5K<0.01%+53513F-HRTimelineGroup
Princeton Global Asset Management LLC1,137$54.9K0.01%-25513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,113$53.8K<0.01%-45013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,017$49.1K<0.01%+113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors786$38.2K0.01%+9513F-HRTimelineGroup
Kimelman & Baird, LLC763$36.9K<0.01%013F-HRTimeline
Tidemark, LLC750$36.2K0.01%-13413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.651$31.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC555$26.8K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC548$26.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC467$22.5K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC466$22.5K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC426$20.6K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.423$20.4K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC410$19.8K0.01%013F-HRTimeline
MAI Capital Management400$19.3K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA350$16.9K<0.01%-42413F-HRTimelineGroup
PRIVATE TRUST CO NA292$14.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC285$13K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC214$10.5K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC212$10.3K<0.01%-21,32513F-HRTimeline
Ridgewood Investments LLC206$9.95K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC180$8.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC175$8K<0.01%-213F-HRTimelineGroup
Frazier Financial Advisors, LLC157$7.58K0.01%new13F-HRTimeline
Millstone Evans Group, LLC153$7.39K0.01%013F-HRTimeline