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Disclosery

DGS WISDOMTREE TR

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EMG MKTS SMCAP (fund)

232 managers (233 13F filers) reported a position in DGS shares at 2025-06-30, 18,450,538 shares in all. 23 filers opened a position and 21 filers sold out during the quarter.

Managers
232
13F filers
233
New
23
Added
75
Reduced
85
Sold out
21
Shares held by filers
18,450,538

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Planning5,425,374$300M0.26%-1,612,21413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,105,569$61.1M<0.01%+10,34113F-HRTimelineGroup
CW Advisors, LLC702,311$38.8M0.38%+21,61613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/556,923$30.7M0.03%+12,45913F-HR/ATimelineGroup
Unison Advisors LLC533,921$29.5M3.3%-184,60113F-HRTimeline
HighTower Advisors, LLC507,801$28.1M0.04%-63,95313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY502,645$27.8M<0.01%+13,15813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC421,979$23.3M0.01%+23,23013F-HRTimelineGroup
LPL Financial LLC421,501$23.3M0.01%+1,38113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS379,635$21M0.05%+8,62613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…334,757$18.5M0.06%+78,89113F-HRTimelineGroup
NorthCoast Asset Management LLC283,320$15.7M0.07%+9,90613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…279,920$15.5M0.34%+22,53113F-HRTimelineGroup
Tortoise Investment Management, LLC267,215$14.8M1.41%+10,37513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC247,056$13.6M<0.01%+46,09613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN241,031$13.3M<0.01%+3,27913F-HRTimelineGroup
FLOW TRADERS U.S. LLC234,537$13M0.48%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC233,048$12.9M0.12%+17,87513F-HRTimelineGroup
BIP Wealth, LLC205,125$11.3M0.7%-23,32813F-HRTimeline
Efficient Advisors, LLC180,878$9.99M0.59%-6,84013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC180,761$9.99M0.02%-9,42413F-HRTimelineGroup
Neumann Capital Management, LLC162,504$8.98M2.82%-3,58113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…157,335$8.69M0.01%+34,68213F-HRTimelineGroup
Checchi Capital Advisers, LLC154,085$8.51M0.59%-24,56813F-HRTimeline
Csenge Advisory Group155,239$8.21M0.43%-52913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC142,764$7.89M<0.01%+20,91613F-HRTimelineGroup
Portland Global Advisors LLC138,045$7.63M0.9%+4,32913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…137,401$7.59M0.02%+1,56713F-HR/ATimelineGroup
Cascade Financial Partners, LLC133,453$7.37M0.89%-4,92313F-HRTimeline
Prosperity Consulting Group, LLC129,306$7.14M0.52%-9,66813F-HRTimeline
Baker Ellis Asset Management LLC129,188$7.14M0.98%+3,77913F-HRTimeline
UBS Group AGin group UBS Group AG126,543$6.99M<0.01%-58,56313F-HRTimelineGroup
Stonebridge Wealth Management, LLC121,797$6.73M6.35%13F-HRTimeline
O'Connor Financial Group LLC116,600$6.56M2.89%+5,83313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…117,323$6.48M2.17%+2,66713F-HRTimeline
Inlight Wealth Management, LLC97,519$5.39M2.79%-4,64313F-HRTimeline
Steward Partners Investment Advisory, L…95,420$5.27M0.04%+1,58613F-HRTimeline
Avos Capital Management, LLC95,393$5.27M3%+23,11913F-HRTimeline
Cambridge Investment Research Advisors,…92,198$5.09M0.02%+9,62713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,955$4.97M0.01%+5,81513F-HRTimelineGroup
SMITH, MOORE & CO.88,313$4.88M0.41%-1,59313F-HRTimeline
Spectrum Wealth Advisory Group, LLC83,224$4.6M2.14%-104,18913F-HRTimeline
MML INVESTORS SERVICES, LLC81,295$4.49M0.01%+9,47513F-HRTimeline
BKM Wealth Management, LLC79,191$4.37M1.71%-1,06513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding79,114$4.37M+29,360Timeline
Causey Wealth LLC78,395$4.33M2.23%-20,36313F-HRTimeline
Shore Point Advisors, LLC77,517$4.28M2.06%+1,46513F-HRTimeline
rebel Financial LLC71,998$3.98M1.81%13F-HRTimeline
OLD MISSION CAPITAL LLC65,140$3.6M0.1%-330,09213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,497$3.45M<0.01%-147,12213F-HRTimelineGroup
Beckerman Institutional, LLC61,258$3.38M2.25%+2,79913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,771$3.36M<0.01%+23,59113F-HR/ATimelineGroup
Cetera Investment Advisers57,337$3.17M0.01%-1,52113F-HRTimeline
United Advisor Group, LLC55,541$3.07M0.53%+76213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,482$3.01M<0.01%-2,19013F-HRTimeline
Addison Advisors LLC50,942$2.81M0.7%-8813F-HRTimeline
Haven Private, LLC48,560$2.68M1.19%-35413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,541$2.63M0.04%+5,65713F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.47,173$2.61M0.07%-8613F-HRTimeline
WESCAP Management Group, Inc.46,606$2.57M0.59%-2,06213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,480$2.4M<0.01%+60713F-HRTimelineGroup
Occidental Asset Management, LLC42,031$2.32M0.32%-67913F-HRTimeline
Sterling Financial Planning, Inc.40,095$2.21M0.74%+14113F-HRTimeline
Alpha Omega Wealth Management LLC39,846$2.2M0.39%+66013F-HRTimeline
Global Retirement Partners, LLC39,763$2.2M0.05%13F-HRTimeline
PINNACLE ASSOCIATES LTD38,872$2.15M0.03%-97513F-HRTimeline
Texas Yale Capital Corp.38,283$2.11M0.07%013F-HRTimeline
Janney Montgomery Scott LLC37,728$2.08M0.01%+53313F-HRTimeline
FFG RETIREMENT ADVISORS LLC35,244$1.95M1.22%+12213F-HRTimeline
VISTA INVESTMENT MANAGEMENT34,724$1.92M0.71%-3,01113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,652$1.91M0.01%+17613F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC34,324$1.9M0.76%-11513F-HRTimeline
Sound Stewardship, LLC34,323$1.9M0.98%+2,56613F-HRTimeline
MFA WEALTH ADVISORS, LLC32,336$1.79M0.42%-240,97413F-HRTimeline
Marathon Strategic Advisors, LLC31,405$1.73M1.61%+80613F-HRTimeline
Empirical Financial Services, LLC d.b.a…31,182$1.72M0.04%+90213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,234$1.62M<0.01%+2,55013F-HR/ATimelineGroup
EASTERN BANK29,056$1.61M0.03%-5,02313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,458$1.52M0.01%-24513F-HRTimeline
DHK Financial Advisors, Inc.28,200$1.46M0.84%+14,10013F-HRTimeline
WHITTIER TRUST CO23,841$1.32M0.02%-10,03713F-HRTimeline
Perigon Wealth Management, LLC22,548$1.25M0.03%-42513F-HRTimeline
Waterfront Wealth Inc.21,935$1.21M0.27%+84513F-HRTimeline
Evanson Asset Management, LLC21,420$1.18M0.07%-40913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,175$1.17M<0.01%+15,02013F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC19,894$1.1M0.07%-4,38613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…19,582$1.08M0.34%+4,24613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,413$1.07M0.01%+9213F-HRTimeline
Exchange Capital Management, Inc.18,225$1.01M0.15%+2,12213F-HRTimeline
Financial Harvest, LLC16,764$926K0.69%new13F-HRTimeline
Lodestone Wealth Management LLC15,176$838K0.41%-1,36613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,163$838K<0.01%-17,19513F-HRTimelineGroup
Covenant Asset Management, LLC15,062$832K0.17%-37513F-HRTimeline
American Capital Advisory, LLC14,900$823K0.41%-27213F-HRTimeline
Moser Wealth Advisors, LLC14,476$800K0.38%-8,48513F-HRTimeline
Modera Wealth Management, LLC13,315$736K0.01%+513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,282$734K0.05%-3,32413F-HRTimeline
Biltmore Family Office, LLC12,988$717K0.12%-1,66513F-HRTimeline
BOSTON FAMILY OFFICE LLC12,659$699K0.05%+46713F-HRTimeline
Betterment LLC12,591$696K<0.01%-76713F-HRTimeline
Columbus Macro, LLC11,934$659K0.08%-1,88013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,874$656K0.03%-4813F-HR/ATimeline
Matisse Capital11,518$636K0.3%013F-HRTimeline
ProVise Management Group, LLC11,447$632K0.05%-2,71813F-HRTimeline
Kathleen S. Wright Associates Inc.11,403$630K0.25%-87113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,165$617K<0.01%-2,72513F-HRTimeline
Astra Wealth Partners LLC10,947$605K0.49%+73213F-HRTimeline
Sanctuary Advisors, LLC10,733$593K<0.01%+67413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,565$584K0.03%-34513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC10,215$564K0.21%-9413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,022$554K0.07%+34713F-HRTimeline
DAVENPORT & Co LLC9,955$550K<0.01%-10013F-HRTimeline
BANK OZK9,895$547K0.21%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,695$536K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.9,615$531K0.11%-24913F-HRTimeline
Everest Private Wealth9,607$531K0.38%+4,09513F-HRTimeline
NWAM LLC9,642$529K0.03%+78613F-HR/ATimeline
Discipline Wealth Solutions, LLC8,932$493K0.19%+4,70413F-HRTimeline
Atria Wealth Solutions, Inc.8,509$479K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,534$471K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC7,682$424K0.03%-1613F-HRTimeline
Wedmont Private Capital7,238$403K0.02%+113F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,099$392K0.22%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,075$391K0.04%+49913F-HRTimeline
PFG Investments, LLC6,728$372K0.02%+6313F-HRTimeline
ALBION FINANCIAL GROUP /UT6,595$364K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,230$344K0.02%-2,16713F-HRTimeline
Integrated Wealth Concepts LLC6,127$338K<0.01%-64413F-HRTimeline
Meridian Financial Partners LLC5,991$331K0.16%013F-HRTimeline
Colorado Capital Management, Inc.5,990$331K0.14%013F-HRTimeline
&PARTNERS5,913$327K<0.01%-31813F-HRTimeline
Cove Private Wealth, LLC5,900$326K0.11%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,895$326K<0.01%-1,42413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,681$314K0.01%013F-HRTimeline
SigFig Wealth Management, LLC5,546$304K0.01%+39213F-HRTimeline
Advisory Services Network, LLC5,399$296K<0.01%+2213F-HRTimeline
SageView Advisory Group, LLC5,327$296K0.01%-2613F-HRTimeline
Seed Wealth Management, Inc.5,300$293K0.22%-15013F-HRTimeline
Farther Finance Advisors, LLC5,291$292K0.01%+53913F-HRTimeline
FF Advisors,LLC5,178$286K0.15%013F-HRTimeline
LANARK FINANCIAL, INC.5,075$280K0.02%-29213F-HRTimeline
Fairman Group, LLC4,921$272K0.22%-29013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,901$271K0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,749$262K<0.01%+65513F-HRTimelineGroup
Atria Investments, Inc4,725$261K<0.01%+2313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,724$261K<0.01%new13F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC4,444$246K0.11%-36313F-HRTimeline
MGO ONE SEVEN LLC4,335$239K0.01%-12513F-HRTimeline
Modern Wealth Management, LLC4,180$231K0.01%013F-HR/ATimeline
RWA WEALTH PARTNERS, LLC4,164$230K<0.01%-53813F-HRTimeline
CoreCap Advisors, LLC4,152$229K0.01%-7213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,089$224K<0.01%+1213F-HRTimelineGroup
Berger Financial Group, Inc4,038$223K0.01%new13F-HRTimeline
Bison Wealth, LLC4,014$222K0.02%-25,93913F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,000$221K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,833$212K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,726$206K0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC3,611$199K<0.01%-3613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,606$199K0.25%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,525$195K0.01%013F-HRTimelineGroup
Aspect Partners, LLC3,364$186K0.09%013F-HRTimeline
GHP Investment Advisors, Inc.3,200$177K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,872$159K0.01%+913F-HRTimelineGroup
IFP Advisors, Inc2,844$157K<0.01%+25413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,678$148K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.2,639$146K<0.01%+21313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,357$130K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,242$124K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management2,089$115K0.02%+313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,879$104K0.01%-2,32613F-HRTimelineGroup
COMERICA BANK1,862$103K<0.01%-41913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,521$84K0.01%-20613F-HRTimeline
Legacy Bridge, LLC1,500$82.9K0.04%013F-HRTimeline
MASECO LLP1,312$72.4K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,264$69.9K<0.01%-11,09113F-HRTimelineGroup
Princeton Global Asset Management LLC1,137$62.8K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,030$56.9K<0.01%-45313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,009$55.7K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,005$55.5K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/813$44.9K<0.01%-30013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$44.2K<0.01%-53513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors780$42.8K0.01%-613F-HRTimelineGroup
Kimelman & Baird, LLC763$42.1K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.651$36K<0.01%013F-HRTimeline
Tidemark, LLC632$34.9K0.01%-11813F-HRTimeline
MAI Capital Management605$33.4K<0.01%+20513F-HRTimeline
Founders Financial Alliance, LLC555$30.7K0.01%013F-HRTimeline
Promus Capital, LLC548$30.3K0.02%new13F-HR/ATimeline
Sound Income Strategies, LLC471$26K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC468$25.9K<0.01%+213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.423$23.4K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC400$22.1K<0.01%-61713F-HRTimeline
BOKF, NAin group BOKF, NA350$19.3K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC335$18.5K0.01%-7513F-HRTimeline
PRIVATE TRUST CO NA292$16.1K<0.01%013F-HRTimeline
AE Wealth Management LLC247$13.6K<0.01%+18413F-HRTimeline
Beaird Harris Wealth Management, LLC220$12.2K<0.01%new13F-HRTimeline
Ridgewood Investments LLC206$11.4K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC182$10K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC175$10K<0.01%013F-HRTimelineGroup