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Disclosery

DGS WISDOMTREE TR

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EMG MKTS SMCAP (fund)

255 managers (258 13F filers) reported a position in DGS shares at 2026-03-31, 17,793,457 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
255
13F filers
258
New
15
Added
99
Reduced
89
Sold out
11
Shares held by filers
17,793,457

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning4,208,248$253M0.17%-308,13113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,282,527$77.1M0.01%+118,46113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/608,600$36.6M0.04%+31,24213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY556,169$33.4M<0.01%+32,59413F-HRTimelineGroup
HighTower Advisors, LLC517,055$31.1M0.03%+6,07413F-HRTimeline
Unison Advisors LLC445,149$26.8M2.03%+68513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC440,521$26.5M0.01%+25,87613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS430,764$25.9M0.05%+30,46613F-HRTimeline
LPL Financial LLC416,879$25.1M0.01%-27,61913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…378,528$22.7M0.04%+15,92013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.367,119$22.1M0.03%-7,50413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC365,698$22M0.01%+229,34313F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding365,135$21.9M+1,736Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,354$19.3M0.01%+15,08113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…304,500$18.3M0.33%+14,64613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC260,365$15.6M0.12%+10,49713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN248,932$15M<0.01%+4,61613F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC233,815$14.1M0.33%+214,78013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC166,756$10M0.01%-5,33313F-HRTimelineGroup
Baker Ellis Asset Management LLC164,465$9.88M1.17%+10,02613F-HRTimeline
Checchi Capital Advisers, LLC159,151$9.56M0.66%-10,83613F-HRTimeline
Neumann Capital Management, LLC157,417$9.46M2.79%-12413F-HRTimeline
BIP Wealth, LLC154,391$9.28M0.38%-19,68813F-HRTimeline
Portland Global Advisors LLC145,956$8.77M0.94%+2,16213F-HRTimeline
Cascade Financial Partners, LLC144,086$8.66M0.89%+6,96713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…135,448$8.14M0.01%-1,76913F-HRTimelineGroup
Tortoise Investment Management, LLC131,140$7.88M0.65%-154,22713F-HRTimeline
Discipline Wealth Solutions, LLC122,314$7.35M0.77%+64,89413F-HRTimeline
Cambridge Investment Research Advisors,…121,747$7.32M0.02%+16,31213F-HRTimeline
O'Connor Financial Group LLC121,255$7.29M2.98%-23813F-HRTimeline
Bristlecone Value Partners, LLC119,987$7.21M6.35%-613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…117,979$7.09M2.1%+2,87413F-HRTimeline
BLUELINE ADVISORS LLC117,890$7.09M5.49%+8,36513F-HRTimeline
UBS Group AGgroup of 2 filers holding117,762$7.08M+13,177Timeline
Stonebridge Wealth Management, LLC117,185$7.04M6.75%-1,09413F-HRTimeline
Csenge Advisory Group114,484$6.88M0.32%-15,12213F-HRTimeline
Empowered Funds, LLC104,359$6.27M0.04%new13F-HR/ATimeline
Prosperity Consulting Group, LLC103,469$6.22M0.28%-8,68013F-HRTimeline
Steward Partners Investment Advisory, L…94,516$5.68M0.03%+1,72813F-HRTimeline
SMITH, MOORE & CO.94,023$5.65M0.41%+1,26713F-HRTimeline
Spectrum Wealth Advisory Group, LLC88,536$5.32M1.98%-8,42013F-HRTimeline
TRB Wealth Management, LLC84,416$5.07M0.72%13F-HRTimeline
Shore Point Advisors, LLC104,164$4.93M1.95%+3,71813F-HRTimeline
BKM Wealth Management, LLC79,171$4.76M1.74%-48913F-HRTimeline
Cetera Investment Advisers75,817$4.56M<0.01%-34113F-HRTimeline
Inlight Wealth Management, LLC70,733$4.25M1.57%-5,33613F-HRTimeline
Efficient Advisors, LLC68,935$4.14M0.29%-71,95813F-HRTimeline
Causey Wealth LLC67,917$4.08M1.73%-11,60413F-HRTimeline
Leibman Financial Services, Inc.67,567$4.06M2.98%+1,70613F-HRTimeline
rebel Financial LLC67,228$4.04M1.75%-3,31113F-HRTimeline
Econ Financial Services Corp66,956$4.02M1.87%+10,12513F-HRTimeline
MML INVESTORS SERVICES, LLC65,862$3.96M0.01%+1,33613F-HRTimeline
Beckerman Institutional, LLC64,932$3.9M2.07%-1,17513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.64,781$3.89M<0.01%+26,43113F-HRTimelineGroup
Addison Advisors LLC58,038$3.49M0.77%+1,90613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.56,009$3.37M0.04%-3313F-HRTimelineGroup
United Advisor Group, LLC54,193$3.26M0.4%-40613F-HRTimeline
Haven Private, LLC50,001$3.01M1.31%+33713F-HRTimeline
Premier Private Wealth Management LLC49,346$2.97M3.13%-12,13013F-HRTimeline
Nicholas Hoffman & Company, LLC.47,584$2.86M0.07%+5813F-HRTimeline
Occidental Asset Management, LLC46,337$2.78M0.33%+4,46313F-HRTimeline
Janney Montgomery Scott LLC45,939$2.76M0.01%-1,46013F-HRTimeline
Great Point Wealth Advisors, LLC44,985$2.7M0.5%-5,66213F-HRTimeline
Midway Capital Research & Management44,414$2.67M2.52%+2,05813F-HRTimeline
WESCAP Management Group, Inc.43,354$2.61M0.51%-22813F-HRTimeline
Alpha Omega Wealth Management LLC42,990$2.58M0.42%+1,12513F-HRTimeline
Mariner, LLCin group Mariner, LLC40,318$2.42M<0.01%+33,26513F-HRTimelineGroup
Sterling Financial Planning, Inc.39,616$2.38M0.71%-26913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,422$2.37M<0.01%-1,20813F-HRTimelineGroup
Texas Yale Capital Corp.38,284$2.3M0.07%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT37,045$2.23M0.75%+93013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,928$2.16M<0.01%+1,12813F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC35,474$2.13M1.24%+1,34713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,979$2.1M0.01%+2,63613F-HRTimelineGroup
Sound Stewardship, LLC34,689$2.08M0.96%-1,20713F-HRTimeline
Marathon Strategic Advisors, LLC34,494$2.07M1.49%+1,09513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC34,128$2.05M0.7%-71713F-HRTimeline
PINNACLE ASSOCIATES LTD33,999$2.04M0.03%-4,35813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…31,685$1.9M0.52%+13,57813F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…31,360$1.88M0.03%+39613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,497$1.71M<0.01%new13F-HRTimelineGroup
Waterfront Wealth Inc.28,360$1.7M0.31%+4,35713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,229$1.64M0.01%-60013F-HRTimeline
NorthCrest Asset Manangement, LLC25,433$1.52M0.05%new13F-HRTimeline
Lifetime Wealth Management P.C.22,629$1.36M0.77%+1,00613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,595$1.36M0.01%-13613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,832$1.31M<0.01%-40,99113F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.21,331$1.28M1.24%-80313F-HRTimeline
WHITTIER TRUST CO20,847$1.25M0.01%-39313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,782$1.25M<0.01%-63,24913F-HRTimelineGroup
SHRIER WEALTH MANAGEMENT, LLC20,522$1.23M0.45%-36513F-HRTimeline
Financial Harvest, LLC20,137$1.21M0.71%+71913F-HRTimeline
Perigon Wealth Management, LLC20,126$1.21M0.02%+24313F-HRTimeline
Evanson Asset Management, LLC20,076$1.21M0.06%-97813F-HRTimeline
Cornerstone Wealth Management, LLC19,595$1.18M0.06%-4013F-HRTimeline
W1M Asset Management Ltd18,820$1.13M0.01%-5013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,696$1.06M<0.01%-96613F-HRTimeline
BOSTON FAMILY OFFICE LLC16,228$975K0.06%+3,77713F-HRTimeline
Lodestone Wealth Management LLC16,050$965K0.38%+83213F-HR/ATimeline
Avos Capital Management, LLC15,711$944K0.37%-99,89513F-HRTimeline
American Capital Advisory, LLC15,343$922K0.37%+2913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,760$911K<0.01%+2,05913F-HRTimelineGroup
Betterment LLC14,862$893K<0.01%+35213F-HRTimeline
TopTier Wealth Management, LLC14,706$884K0.54%+2013F-HRTimeline
Independent Advisor Alliance13,902$836K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,752$827K<0.01%+79613F-HRTimeline
Astra Wealth Partners LLC13,368$803K0.51%+74213F-HRTimeline
Modera Wealth Management, LLC13,064$785K0.01%-5613F-HRTimeline
Biltmore Family Office, LLC13,054$785K0.11%013F-HRTimeline
Everest Private Wealth12,888$775K0.39%+1,24213F-HRTimeline
Covenant Asset Management, LLC12,575$756K0.15%-27213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT12,471$750K0.05%-20013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,873$714K0.03%013F-HRTimeline
Matisse Capital11,518$692K0.3%013F-HRTimeline
NWAM LLC11,513$692K0.04%+1,17813F-HRTimeline
Phillip James Consulting Co.9,652$674K0.51%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC11,176$672K0.04%013F-HRTimeline
Sanctuary Advisors, LLC10,734$645K<0.01%+1,08613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,300$619K0.03%+23513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,065$605K0.07%-63413F-HRTimeline
BANK OZK9,895$595K0.21%013F-HRTimeline
DAVENPORT & Co LLC9,830$591K<0.01%-5013F-HRTimeline
ProVise Management Group, LLC9,763$587K0.04%-41913F-HRTimeline
SigFig Wealth Management, LLC9,304$559K0.02%+67713F-HRTimeline
Qube Research & Technologies Ltd9,285$558K<0.01%+9,16413F-HRTimeline
FMR LLCin group FMR LLC9,151$550K<0.01%+19113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO9,038$543K0.01%+3813F-HRTimeline
Columbus Macro, LLC9,005$541K0.06%-1,24713F-HRTimeline
AssuredPartners Investment Advisors, LLC9,005$540K0.06%-33713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,650$520K<0.01%+15013F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC8,356$502K0.16%-1,33613F-HRTimeline
PlanVest Financial, Inc7,955$478K0.36%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,771$467K0.04%+1,02013F-HRTimeline
Farther Finance Advisors, LLC7,613$459K<0.01%-5313F-HRTimeline
Wedmont Private Capital7,239$453K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC7,519$452K0.03%-1913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,099$427K0.23%013F-HRTimeline
EASTERN BANK7,030$423K0.01%-4,47813F-HRTimeline
Cresset Asset Management, LLC7,028$422K<0.01%+8113F-HRTimeline
MFA WEALTH ADVISORS, LLC6,389$384K0.08%-8,37413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,289$378K0.02%+15713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,052$364K<0.01%+2413F-HRTimelineGroup
PFG Investments, LLC6,047$363K0.02%+3613F-HRTimeline
Triasima Portfolio Management inc.5,970$359K0.05%+2,00013F-HRTimeline
Integrated Wealth Concepts LLC5,958$358K<0.01%new13F-HRTimeline
Meridian Financial Partners LLC5,970$357K0.14%013F-HRTimeline
Atria Investments, Inc5,901$355K<0.01%-9313F-HRTimeline
Sovereign Financial Group, Inc.5,815$349K0.06%-3,99313F-HRTimeline
&PARTNERS5,726$344K<0.01%-19613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,175$343K<0.01%-24,39013F-HRTimeline
NOVEM GROUP5,694$342K0.04%+1,28713F-HRTimeline
Advisory Services Network, LLC5,453$328K<0.01%-4113F-HRTimeline
Colorado Capital Management, Inc.5,307$319K0.12%-68313F-HRTimeline
FF Advisors,LLC4,980$316K0.13%-13813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,958$298K0.01%013F-HRTimeline
Seed Wealth Management, Inc.4,800$288K0.2%-50013F-HRTimeline
HighPoint Advisor Group LLC4,707$283K0.01%+1513F-HRTimeline
SageView Advisory Group, LLC4,623$278K0.01%-6613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,639$273K<0.01%+85213F-HRTimelineGroup
Bison Wealth, LLC4,177$270K0.03%+513F-HRTimeline
Private Advisor Group, LLC4,481$269K<0.01%+77813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,469$269K0.09%-2913F-HRTimeline
Jacobs Equity LLC4,265$256K0.23%+57913F-HRTimeline
Modern Wealth Management, LLC4,180$252K<0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,164$250K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,153$250K0.01%+113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,918$235K0.01%-3913F-HRTimelineGroup
Berger Financial Group, Inc3,878$233K0.01%-21213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,760$226K<0.01%-10,03813F-HRTimelineGroup
CoreCap Advisors, LLC3,661$220K0.01%-12513F-HRTimeline
Aptus Capital Advisors, LLC3,611$217K<0.01%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA3,600$216K0.04%-40013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,575$214K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,556$214K0.01%+413F-HRTimelineGroup
Fairman Group, LLC3,545$213K0.18%+1213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,382$203K<0.01%new13F-HRTimeline
Aspect Partners, LLC3,364$202K0.08%013F-HRTimeline
Passive Capital Management, LLC.3,361$202K0.06%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,608$157K0.11%-8913F-HRTimeline
SBI Securities Co., Ltd.2,468$148K<0.01%-21713F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,395$144K<0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL2,225$134K<0.01%-1813F-HRTimeline
IFP Advisors, Inc2,180$131K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,178$131K<0.01%-50013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,105$127K<0.01%+313F-HRTimelineGroup
Private Wealth Asset Management, LLC2,040$123K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,955$118K<0.01%+44413F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT1,544$92.8K0.05%new13F-HRTimeline
Legacy Bridge, LLC1,500$90.2K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,366$79.9K<0.01%+11213F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,305$78.4K<0.01%-18713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,159$69.7K<0.01%+35913F-HRTimelineGroup
AE Wealth Management LLC1,147$69K<0.01%+89813F-HRTimeline
Hanson & Doremus Investment Management1,138$68K0.01%+113F-HRTimeline
Allworth Financial LP1,049$63K<0.01%+313F-HRTimeline
Clearstead Advisors, LLC1,030$61.9K<0.01%013F-HRTimeline
MASECO LLP965$58.1K<0.01%+3713F-HRTimeline
Princeton Global Asset Management LLC790$47.5K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp730$43.9K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors728$42.6K0.01%-2413F-HRTimelineGroup