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Disclosery

DGS WISDOMTREE TR

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EMG MKTS SMCAP (fund)

231 managers (232 13F filers) reported a position in DGS shares at 2025-09-30, 17,738,318 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
231
13F filers
232
New
17
Added
82
Reduced
80
Sold out
11
Shares held by filers
17,738,318

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Planning4,957,148$283M0.22%-468,22613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,139,830$65.1M<0.01%+34,26113F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/570,825$32.5M0.04%+13,90213F-HRTimelineGroup
HighTower Advisors, LLC509,766$29.1M0.03%+1,96513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY495,032$28.3M<0.01%-7,61313F-HR/ATimelineGroup
LPL Financial LLC466,662$26.6M0.01%+45,16113F-HRTimeline
Unison Advisors LLC441,934$25.2M2.3%-91,98713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC399,842$22.8M0.01%-22,13713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS387,255$22.1M0.05%+7,62013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.374,954$21.4M0.03%+345,72013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC371,772$21.2M<0.01%+229,00813F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC354,752$20.3M8.36%+271,52813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…340,480$19.4M0.06%+5,72313F-HRTimelineGroup
NorthCoast Asset Management LLC288,183$16.5M0.06%+4,86313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…285,326$16.3M0.33%+5,40613F-HRTimelineGroup
Tortoise Investment Management, LLC277,597$15.9M1.41%+10,38213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,346$15.8M0.01%+29,29013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC238,973$13.6M0.11%+5,92513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237,627$13.6M<0.01%-3,40413F-HRTimelineGroup
BIP Wealth, LLC184,165$10.5M0.52%-20,96013F-HRTimeline
Efficient Advisors, LLC179,319$10.2M0.58%-1,55913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC176,471$10.1M0.02%-4,29013F-HRTimelineGroup
Neumann Capital Management, LLC160,737$9.18M2.68%-1,76713F-HRTimeline
Checchi Capital Advisers, LLC150,794$8.61M0.59%-3,29113F-HRTimeline
Baker Ellis Asset Management LLC143,127$8.17M1.01%+13,93913F-HRTimeline
Csenge Advisory Group142,667$8.15M0.39%-12,57213F-HRTimeline
Portland Global Advisors LLC141,390$8.07M0.9%+3,34513F-HRTimeline
Cascade Financial Partners, LLC135,047$7.71M0.88%+1,59413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133,320$7.61M0.01%-4,08113F-HRTimelineGroup
Stonebridge Wealth Management, LLC119,601$6.83M5.86%-2,19613F-HRTimeline
O'Connor Financial Group LLC119,398$6.82M2.86%+2,79813F-HRTimeline
Prosperity Consulting Group, LLC116,980$6.68M0.33%-12,32613F-HRTimeline
Avos Capital Management, LLC115,307$6.58M3.07%+19,91413F-HRTimeline
UBS Group AGin group UBS Group AG114,497$6.54M<0.01%-12,04613F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…109,647$6.26M1.97%-7,67613F-HRTimeline
Cambridge Investment Research Advisors,…95,537$5.46M0.01%+3,33913F-HRTimeline
Steward Partners Investment Advisory, L…91,605$5.23M0.03%-3,81513F-HRTimeline
SEVEN MILE ADVISORY91,183$5.21M0.84%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,968$5.14M0.01%+1313F-HRTimelineGroup
SMITH, MOORE & CO.89,515$5.11M0.39%+1,20213F-HRTimeline
Inlight Wealth Management, LLC87,865$5.02M2.36%-9,65413F-HRTimeline
Shore Point Advisors, LLC78,799$4.5M1.99%+1,28213F-HRTimeline
BKM Wealth Management, LLC77,808$4.44M1.64%-1,38313F-HRTimeline
Causey Wealth LLC77,403$4.42M2.16%-99213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding74,986$4.28M-4,128Timeline
Cetera Investment Advisers74,245$4.24M<0.01%+16,90813F-HRTimeline
rebel Financial LLC0$3.96M1.72%-71,99813F-HRTimelineAmount filed as zero, left out of ratios.
MML INVESTORS SERVICES, LLC66,760$3.81M0.01%-14,53513F-HRTimeline
Beckerman Institutional, LLC64,450$3.68M2.17%+3,19213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,732$3.58M<0.01%+23513F-HRTimelineGroup
United Advisor Group, LLC58,965$3.37M0.45%+3,42413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,097$3.08M<0.01%+61513F-HRTimeline
Great Point Wealth Advisors, LLC53,436$3.05M0.57%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …53,420$3.05M0.1%new13F-HRTimelineGroup
Addison Advisors LLC52,013$2.97M0.69%+1,07113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.51,441$2.94M0.03%+3,90013F-HRTimelineGroup
Haven Private, LLC49,857$2.85M1.26%+1,29713F-HRTimeline
Nicholas Hoffman & Company, LLC.47,405$2.71M0.07%+23213F-HRTimeline
WESCAP Management Group, Inc.44,738$2.55M0.54%-1,86813F-HRTimeline
Alpha Omega Wealth Management LLC41,470$2.37M0.39%+1,62413F-HR/ATimeline
Occidental Asset Management, LLC41,438$2.37M0.3%-59313F-HRTimeline
Sterling Financial Planning, Inc.39,875$2.28M0.72%-22013F-HRTimeline
Global Retirement Partners, LLC39,649$2.26M0.05%-11413F-HRTimeline
PINNACLE ASSOCIATES LTD38,837$2.22M0.03%-3513F-HRTimeline
Texas Yale Capital Corp.38,283$2.19M0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,969$2.17M<0.01%-22,80213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,406$2.08M<0.01%+21,24313F-HRTimelineGroup
Sound Stewardship, LLC35,742$2.04M0.98%+1,41913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC34,830$1.99M0.75%+50613F-HRTimeline
VISTA INVESTMENT MANAGEMENT34,808$1.99M0.69%+8413F-HRTimeline
FFG RETIREMENT ADVISORS LLC34,619$1.98M1.23%-62513F-HRTimeline
Janney Montgomery Scott LLC34,173$1.95M<0.01%-3,55513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,460$1.85M0.01%-2,19213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,367$1.85M<0.01%-11,11313F-HRTimelineGroup
Marathon Strategic Advisors, LLC32,310$1.84M1.48%+90513F-HRTimeline
Empirical Financial Services, LLC d.b.a…31,295$1.79M0.04%+11313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,879$1.59M0.01%+42113F-HRTimeline
EASTERN BANK27,678$1.58M0.03%-1,37813F-HRTimeline
WHITTIER TRUST CO23,394$1.34M0.02%-44713F-HRTimeline
Waterfront Wealth Inc.22,704$1.29M0.26%+76913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,057$1.26M0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC21,493$1.23M0.07%+7313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21,192$1.21M<0.01%+20,18313F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC20,317$1.16M0.25%-12,01913F-HRTimeline
Perigon Wealth Management, LLC19,971$1.14M0.02%-2,57713F-HRTimeline
Cornerstone Wealth Management, LLC19,761$1.13M0.06%-13313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,177$1.09M<0.01%+8,01213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…18,107$1.03M0.29%-1,47513F-HRTimeline
Discipline Wealth Solutions, LLC18,107$1.03M0.27%+9,17513F-HRTimeline
Financial Harvest, LLC17,743$1.01M0.68%+97913F-HRTimeline
Lodestone Wealth Management LLC15,765$900K0.4%+58913F-HRTimeline
American Capital Advisory, LLC14,946$853K0.4%+4613F-HRTimeline
Covenant Asset Management, LLC14,787$844K0.16%-27513F-HRTimeline
Modera Wealth Management, LLC13,323$761K0.01%+813F-HRTimeline
Biltmore Family Office, LLC12,988$742K0.11%013F-HRTimeline
Betterment LLC12,915$737K<0.01%+32413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT12,713$726K0.05%-56913F-HRTimeline
BOSTON FAMILY OFFICE LLC12,675$724K0.05%+1613F-HRTimeline
SIMON QUICK ADVISORS, LLC11,873$678K0.03%-113F-HRTimeline
Everest Private Wealth11,635$664K0.42%+2,02813F-HRTimeline
Astra Wealth Partners LLC11,573$661K0.46%+62613F-HR/ATimeline
Matisse Capital11,518$658K0.3%013F-HRTimeline
Kathleen S. Wright Associates Inc.11,403$651K0.24%013F-HRTimeline
ProVise Management Group, LLC11,054$631K0.05%-39313F-HRTimeline
Columbus Macro, LLC10,944$625K0.07%-99013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,245$585K0.02%-32013F-HRTimeline
NWAM LLC10,037$574K0.03%+39513F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC10,038$573K0.07%+1613F-HRTimeline
DAVENPORT & Co LLC9,955$568K<0.01%013F-HRTimeline
BANK OZK9,895$565K0.2%013F-HRTimeline
Sanctuary Advisors, LLC9,789$559K<0.01%-94413F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,695$554K0.01%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,692$553K0.17%-52313F-HRTimeline
FMR LLCin group FMR LLC8,891$508K<0.01%+4,14213F-HRTimelineGroup
Sovereign Financial Group, Inc.8,883$507K0.09%-73213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,500$485K<0.01%-3413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC7,616$435K0.03%-6613F-HRTimeline
SigFig Wealth Management, LLC7,573$431K0.01%+2,02713F-HRTimeline
Wedmont Private Capital7,238$412K0.02%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,099$405K0.21%013F-HRTimeline
Cresset Asset Management, LLC6,947$397K<0.01%new13F-HR/ATimeline
PFG Investments, LLC6,821$390K0.02%+9313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,751$385K0.03%-32413F-HRTimeline
ALBION FINANCIAL GROUP /UT6,595$377K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,246$356K0.02%+1613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,185$353K<0.01%-14,99013F-HRTimelineGroup
Integrated Wealth Concepts LLC6,071$347K<0.01%-5613F-HRTimeline
Colorado Capital Management, Inc.5,990$342K0.13%013F-HRTimeline
Meridian Financial Partners LLC5,970$341K0.14%-2113F-HRTimeline
&PARTNERS5,834$333K<0.01%-7913F-HRTimeline
Claro Advisors Inc.5,749$328K0.05%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,681$325K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,541$316K<0.01%-35413F-HRTimelineGroup
Atria Investments, Inc5,467$312K<0.01%+74213F-HRTimeline
Advisory Services Network, LLC5,426$310K<0.01%+2713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,369$307K<0.01%+64513F-HRTimelineGroup
SageView Advisory Group, LLC5,346$305K0.01%+1913F-HRTimeline
Seed Wealth Management, Inc.5,300$303K0.21%013F-HRTimeline
Farther Finance Advisors, LLC5,206$297K<0.01%-8513F-HRTimeline
FF Advisors,LLC5,178$296K0.14%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,034$287K<0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,901$280K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,924$279K<0.01%+83513F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC4,441$254K0.1%-313F-HRTimeline
Modern Wealth Management, LLC4,180$239K<0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,164$238K<0.01%013F-HRTimeline
Fairman Group, LLC4,132$236K0.19%-78913F-HRTimeline
Berger Financial Group, Inc4,068$232K0.01%+3013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,000$228K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.3,997$228K0.02%-1,07813F-HRTimeline
Triasima Portfolio Management inc.3,970$227K0.03%new13F-HRTimeline
CoreCap Advisors, LLC3,802$217K0.01%-35013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,760$215K<0.01%-7313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,740$214K<0.01%-153,59513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,735$213K0.01%+913F-HRTimelineGroup
MGO ONE SEVEN LLC3,723$213K<0.01%-61213F-HRTimeline
NOVEM GROUP3,704$212K0.03%new13F-HRTimeline
Private Advisor Group, LLC3,688$211K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,612$206K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,541$202K0.01%+1613F-HRTimelineGroup
Aspect Partners, LLC3,364$192K0.09%013F-HRTimeline
GHP Investment Advisors, Inc.3,200$183K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,193$182K<0.01%+1,92913F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,154$180K0.18%-45213F-HR/ATimeline
SBI Securities Co., Ltd.2,744$157K<0.01%+10513F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,700$154K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,678$153K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,402$137K<0.01%+4513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,243$128K<0.01%+113F-HRTimeline
Heartwood Wealth Advisors LLC2,070$118K0.01%new13F-HRTimeline
COMERICA BANK1,862$106K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,862$106K<0.01%-1,01013F-HRTimelineGroup
IFP Advisors, Inc1,859$106K<0.01%-98513F-HR/ATimeline
CWM, LLCin group CWM, LLC1,497$86K<0.01%+1,32213F-HRTimelineGroup
Legacy Bridge, LLC1,500$85.7K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,202$68.6K<0.01%+38913F-HRTimelineGroup
CX Institutional1,177$67K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management1,135$65K0.01%-95413F-HRTimeline
Clearstead Advisors, LLC1,030$58.8K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC973$55.6K<0.01%new13F-HRTimeline
MASECO LLP928$53K<0.01%-38413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$45.7K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC790$45.1K0.01%-34713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors752$42.8K0.01%-2813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp730$41.7K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC555$31.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC478$27.2K<0.01%+713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…474$27K<0.01%-1,40513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC471$26.9K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV433$24.7K<0.01%-1,08813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.423$24.2K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC400$22.8K<0.01%013F-HRTimeline
MAI Capital Management400$22.8K<0.01%-20513F-HRTimeline
BOKF, NAin group BOKF, NA350$20K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC335$19.1K0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA292$16.7K<0.01%013F-HRTimeline
AE Wealth Management LLC248$14.2K<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC220$12.6K<0.01%013F-HRTimeline
Allworth Financial LP186$10.6K<0.01%+6613F-HRTimeline
DUNCKER STREETT & CO INC181$10.3K<0.01%-113F-HRTimeline