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Disclosery

DGS WISDOMTREE TR

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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
Creative Planningin group Creative Planning4,516,379$259M0.19%-440,76913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,164,066$66.6M<0.01%+24,23613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/577,358$33M0.03%+6,53313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY523,575$30M<0.01%+28,54313F-HR/ATimelineGroup
HighTower Advisors, LLC510,981$29.2M0.03%+1,21513F-HRTimeline
LPL Financial LLC444,498$25.4M0.01%-22,16413F-HRTimeline
Unison Advisors LLC444,464$25.4M2.22%+2,53013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC414,645$23.7M0.01%+14,80313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS400,298$22.9M0.04%+13,04313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.374,623$21.4M0.03%-33113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding363,399$20.8M+288,413Timeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…362,608$20.8M0.07%+22,12813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,273$17.5M0.01%+29,92713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…289,854$16.6M0.32%+4,52813F-HRTimelineGroup
Tortoise Investment Management, LLC285,367$16.3M1.43%+7,77013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC249,868$14.3M0.12%+10,89513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN244,316$14M<0.01%+6,68913F-HRTimelineGroup
BIP Wealth, LLC174,079$9.96M0.35%-10,08613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC172,089$9.85M0.01%-4,38213F-HRTimelineGroup
Checchi Capital Advisers, LLC169,987$9.73M0.66%+19,19313F-HRTimeline
Neumann Capital Management, LLC157,541$9.02M2.61%-3,19613F-HRTimeline
Baker Ellis Asset Management LLC154,439$8.84M1.06%+11,31213F-HRTimeline
Portland Global Advisors LLC143,794$8.23M0.88%+2,40413F-HRTimeline
Efficient Advisors, LLC140,893$8.06M0.47%-38,42613F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…137,217$7.85M0.01%+3,89713F-HR/ATimelineGroup
Cascade Financial Partners, LLC137,119$7.85M0.8%+2,07213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC136,355$7.8M<0.01%-235,41713F-HRTimelineGroup
O'Connor Financial Group LLC121,493$7.43M2.96%+2,09513F-HRTimeline
Csenge Advisory Group129,606$7.42M0.34%-13,06113F-HRTimeline
Bristlecone Value Partners, LLC119,993$6.87M7.93%13F-HRTimeline
Stonebridge Wealth Management, LLC118,279$6.77M6.4%-1,32213F-HRTimeline
Avos Capital Management, LLC115,606$6.62M2.89%+29913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…115,105$6.59M1.95%+5,45813F-HRTimeline
Prosperity Consulting Group, LLC112,149$6.42M0.29%-4,83113F-HRTimeline
BLUELINE ADVISORS LLC109,525$6.27M5.12%13F-HRTimeline
Cambridge Investment Research Advisors,…105,435$6.04M0.02%+9,89813F-HRTimeline
UBS Group AGgroup of 2 filers holding104,585$5.99M-9,912Timeline
Spectrum Wealth Advisory Group, LLC96,956$5.55M2.04%-257,79613F-HRTimeline
SEVEN MILE ADVISORY93,119$5.33M0.92%+1,93613F-HRTimeline
Steward Partners Investment Advisory, L…92,788$5.31M0.03%+1,18313F-HRTimeline
SMITH, MOORE & CO.92,756$5.31M0.4%+3,24113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,031$4.81M0.01%-5,93713F-HRTimelineGroup
Shore Point Advisors, LLC100,446$4.62M1.95%+21,64713F-HRTimeline
BKM Wealth Management, LLC79,660$4.56M1.67%+1,85213F-HRTimeline
Causey Wealth LLC79,521$4.55M2.07%+2,11813F-HRTimeline
Cetera Investment Advisers76,158$4.36M<0.01%+1,91313F-HRTimeline
Inlight Wealth Management, LLC76,069$4.35M1.6%-11,79613F-HRTimeline
rebel Financial LLC70,539$4.04M1.73%+70,53913F-HRTimeline
Beckerman Institutional, LLC66,107$3.78M2.12%+1,65713F-HRTimeline
Premier Private Wealth Management LLC61,476$3.78M3.92%13F-HRTimeline
Leibman Financial Services, Inc.65,861$3.77M2.72%new13F-HRTimeline
MML INVESTORS SERVICES, LLC64,526$3.69M0.01%-2,23413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,823$3.6M<0.01%+9113F-HR/ATimelineGroup
Discipline Wealth Solutions, LLC57,420$3.29M0.61%+39,31313F-HRTimeline
Econ Financial Services Corp56,831$3.25M1.63%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,565$3.25M<0.01%+1,46813F-HRTimeline
Addison Advisors LLC56,132$3.21M0.72%+4,11913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.56,042$3.21M0.04%+4,60113F-HRTimelineGroup
United Advisor Group, LLC54,599$3.13M0.4%-4,36613F-HRTimeline
Great Point Wealth Advisors, LLC50,647$2.9M0.53%-2,78913F-HRTimeline
Haven Private, LLC49,664$2.84M1.24%-19313F-HRTimeline
Nicholas Hoffman & Company, LLC.47,526$2.72M0.06%+12113F-HRTimeline
Janney Montgomery Scott LLC47,399$2.71M0.01%+13,22613F-HRTimeline
WESCAP Management Group, Inc.43,582$2.49M0.51%-1,15613F-HRTimeline
Midway Capital Research & Management42,356$2.42M2.36%13F-HRTimeline
Occidental Asset Management, LLC41,874$2.4M0.29%+43613F-HRTimeline
Alpha Omega Wealth Management LLC41,865$2.4M0.4%+39513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,630$2.33M<0.01%+2,66113F-HRTimelineGroup
Global Retirement Partners, LLC40,339$2.31M0.04%+69013F-HRTimeline
Sterling Financial Planning, Inc.39,885$2.28M0.69%+1013F-HRTimeline
PINNACLE ASSOCIATES LTD38,357$2.2M0.03%-48013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.38,350$2.2M<0.01%+17,15813F-HRTimelineGroup
Texas Yale Capital Corp.38,284$2.19M0.07%+113F-HRTimeline
VISTA INVESTMENT MANAGEMENT36,115$2.07M0.68%+1,30713F-HRTimeline
Sound Stewardship, LLC35,896$2.05M0.98%+15413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC34,845$1.99M0.72%+1513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,800$1.99M<0.01%+2,43313F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC34,127$1.95M1.21%-49213F-HRTimeline
Marathon Strategic Advisors, LLC33,399$1.91M1.46%+1,08913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,343$1.85M0.01%-11713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…30,964$1.77M0.03%-33113F-HRTimeline
FLOW TRADERS U.S. LLC30,664$1.75M0.06%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,829$1.59M0.01%-5013F-HRTimeline
Waterfront Wealth Inc.24,003$1.48M0.28%+1,29913F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.22,134$1.36M1.27%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,731$1.3M0.01%+67413F-HRTimelineGroup
WHITTIER TRUST CO21,240$1.24M0.01%-2,15413F-HRTimeline
Lifetime Wealth Management P.C.21,623$1.24M0.78%13F-HR/ATimeline
Evanson Asset Management, LLC21,054$1.21M0.07%-43913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC20,887$1.2M0.47%13F-HRTimeline
Perigon Wealth Management, LLC19,883$1.14M0.02%-8813F-HRTimeline
Cornerstone Wealth Management, LLC19,635$1.12M0.06%-12613F-HRTimeline
Financial Harvest, LLC19,418$1.11M0.69%+1,67513F-HRTimeline
OLD MISSION CAPITAL LLC19,035$1.09M0.04%new13F-HRTimeline
W1M Asset Management Ltd18,870$1.08M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,662$1.07M<0.01%-51513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…18,107$1.04M0.29%013F-HRTimeline
American Capital Advisory, LLC15,314$877K0.38%+36813F-HRTimeline
Lodestone Wealth Management LLC15,218$871K0.35%-54713F-HRTimeline
MFA WEALTH ADVISORS, LLC14,763$845K0.18%-5,55413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,701$841K<0.01%+8,51613F-HR/ATimelineGroup
TopTier Wealth Management, LLC14,686$841K0.57%13F-HRTimeline
Betterment LLC14,510$831K<0.01%+1,59513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,798$790K<0.01%+10,03813F-HR/ATimelineGroup
Modera Wealth Management, LLC13,120$751K0.01%-20313F-HRTimeline
Biltmore Family Office, LLC13,054$747K0.1%+6613F-HRTimeline
Beacon Pointe Advisors, LLC12,956$742K0.01%new13F-HRTimeline
Covenant Asset Management, LLC12,847$735K0.14%-1,94013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT12,671$725K0.05%-4213F-HRTimeline
Astra Wealth Partners LLC12,626$723K0.44%+1,05313F-HRTimeline
BOSTON FAMILY OFFICE LLC12,451$713K0.05%-22413F-HRTimeline
SIMON QUICK ADVISORS, LLC11,873$680K0.03%013F-HRTimeline
Everest Private Wealth11,646$667K0.37%+1113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,169$663K0.02%-42,25113F-HRTimelineGroup
Matisse Capital11,518$659K0.29%013F-HRTimeline
EASTERN BANK11,508$659K0.01%-16,17013F-HRTimeline
WADDELL & ASSOCIATES, LLC11,176$640K0.04%new13F-HRTimeline
NWAM LLC10,335$637K0.04%+29813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,699$612K0.07%+66113F-HRTimeline
Columbus Macro, LLC10,252$587K0.06%-69213F-HRTimeline
ProVise Management Group, LLC10,182$583K0.04%-87213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,065$576K0.02%-18013F-HRTimeline
BANK OZK9,895$566K0.2%013F-HRTimeline
DAVENPORT & Co LLC9,880$566K<0.01%-7513F-HRTimeline
Sovereign Financial Group, Inc.9,808$561K0.1%+92513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,692$555K0.17%013F-HRTimeline
Sanctuary Advisors, LLC9,648$552K<0.01%-14113F-HRTimeline
AssuredPartners Investment Advisors, LLC9,342$535K0.08%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,000$515K0.01%-69513F-HRTimeline
FMR LLCin group FMR LLC8,960$513K<0.01%+6913F-HRTimelineGroup
SigFig Wealth Management, LLC8,627$494K0.01%+1,05413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,500$487K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC7,666$439K<0.01%+2,46013F-HRTimeline
JFS WEALTH ADVISORS, LLC7,538$431K0.02%-7813F-HRTimeline
Wedmont Private Capital7,239$422K0.01%+113F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,099$406K0.21%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,053$404K<0.01%+1,51213F-HRTimelineGroup
Cresset Asset Management, LLC6,947$398K<0.01%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,751$386K0.03%013F-HRTimeline
Meridian Financial Partners LLC5,970$359K0.14%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,132$351K0.02%-11413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,028$345K<0.01%+65913F-HRTimelineGroup
PFG Investments, LLC6,011$344K0.02%-81013F-HRTimeline
Atria Investments, Inc5,994$343K<0.01%+52713F-HRTimeline
Colorado Capital Management, Inc.5,990$343K0.13%013F-HRTimeline
&PARTNERS5,922$335K<0.01%+8813F-HRTimeline
Advisory Services Network, LLC5,494$314K<0.01%+6813F-HRTimeline
Seed Wealth Management, Inc.5,300$303K0.21%013F-HRTimeline
FF Advisors,LLC5,118$293K0.13%-6013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,958$284K0.01%+5713F-HRTimeline
HighPoint Advisor Group LLC4,692$269K0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,689$268K0.01%-65713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,498$257K0.09%+5713F-HRTimeline
NOVEM GROUP4,407$252K0.03%+70313F-HRTimeline
Bison Wealth, LLC4,172$245K0.03%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC4,263$244K0.05%new13F-HRTimeline
Modern Wealth Management, LLC4,180$239K<0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,164$238K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,152$238K0.01%+3,67813F-HRTimelineGroup
Berger Financial Group, Inc4,090$234K0.01%+2213F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,000$229K0.04%013F-HRTimeline
Triasima Portfolio Management inc.3,970$227K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,957$227K0.01%+22213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,787$217K<0.01%-1,13713F-HRTimelineGroup
CoreCap Advisors, LLC3,786$217K0.01%-1613F-HRTimeline
Private Advisor Group, LLC3,703$212K<0.01%+1513F-HRTimeline
Jacobs Equity LLC3,686$211K0.2%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,575$209K<0.01%-2,10613F-HRTimeline
ALBION FINANCIAL GROUP /UT3,620$207K0.01%-2,97513F-HRTimeline
Aptus Capital Advisors, LLC3,611$207K<0.01%-113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,552$203K0.01%+1113F-HR/ATimelineGroup
Fairman Group, LLC3,533$202K0.16%-59913F-HRTimeline
Aspect Partners, LLC3,364$193K0.08%013F-HRTimeline
GHP Investment Advisors, Inc.3,200$183K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,697$154K0.13%-45713F-HRTimeline
SBI Securities Co., Ltd.2,685$154K<0.01%-5913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,678$153K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC2,447$140K0.06%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,402$137K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,395$137K<0.01%-30513F-HRTimeline
BLAIR WILLIAM & CO/IL2,243$128K<0.01%013F-HRTimeline
IFP Advisors, Inc2,179$125K<0.01%+32013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,102$120K<0.01%+24013F-HRTimelineGroup
COMERICA BANK1,862$107K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,511$87K<0.01%+1413F-HRTimelineGroup
Legacy Bridge, LLC1,500$85.9K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,492$85.4K<0.01%+29013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,254$71.8K<0.01%-1,93913F-HRTimelineGroup
Hanson & Doremus Investment Management1,137$65K0.01%+213F-HRTimeline
Allworth Financial LP1,046$59.9K<0.01%+86013F-HRTimeline
Clearstead Advisors, LLC1,030$59K<0.01%013F-HRTimeline
MASECO LLP928$53.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…800$45.8K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC790$45.2K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors752$43.1K0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA744$42.6K<0.01%+39413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp730$41.8K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.651$37.3K<0.01%13F-HRTimeline
Walsh & Associates, LLC605$34.6K0.03%13F-HRTimeline
Founders Financial Alliance, LLC555$31.8K0.01%013F-HRTimeline