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Wisdomtree EM Small Cap (DGS)

CUSIP: 97717W281 | NYSE | 849 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning3,764,637
0.1% of portfolio›$237.8M
Unison Advisors LLC450,957
2.0% of portfolio›$28.5M
Fifth Third Bancorp375,295
0.0% of portfolio›$23.7M
Assetmark, Inc329,817
0.0% of portfolio›$20.8M
Park Avenue Securities LLC280,393
0.0% of portfolio›$17.7K
Baker Ellis Asset Management LLC161,435
1.1% of portfolio›$10.2M
Neumann Capital Management, LLC160,533
2.6% of portfolio›$10.1M
BIP Wealth, LLC153,396
0.3% of portfolio›$9.7M
Cambridge Investment Research Advisors, Inc.142,929
0.0% of portfolio›$9.0K
Blueline Advisors LLC124,932
5.6% of portfolio›$7.9M
O'Connor Financial Group LLC124,264
2.8% of portfolio›$7.9M
Pension & Wealth Management Advisors, Inc.124,236
1.8% of portfolio›$7.8M
Stonebridge Wealth Management, LLC120,947
6.8% of portfolio›$7.6M
Discipline Wealth Solutions, LLC115,059
0.6% of portfolio›$7.3M
Shore Point Advisors, LLC113,613
1.8% of portfolio›$5.7M
Csenge Advisory Group110,603
0.3% of portfolio›$7.0M
Leibman Financial Services, Inc.106,269
4.6% of portfolio›$6.7M
BKM Wealth Management, LLC84,081
1.7% of portfolio›$5.3M
Econ Financial Services Corp68,722
1.8% of portfolio›$4.3M
Inlight Wealth Management, LLC67,396
1.2% of portfolio›$4.3M
United Advisor Group, LLC53,911
0.3% of portfolio›$3.4M
Haven Private, LLC48,435
1.2% of portfolio›$3.1M
Nicholas Hoffman & Company, Llc.47,693
0.1% of portfolio›$3.0M
Occidental Asset Management, LLC46,695
0.3% of portfolio›$3.0M
Kestra Advisory Services, LLC45,426
0.0% of portfolio›$2.9M
Midway Capital Research & Management45,268
2.4% of portfolio›$2.9M
Alpha Omega Wealth Management LLC43,823
0.4% of portfolio›$2.8M
Great Point Wealth Advisors, LLC40,245
0.4% of portfolio›$2.5M
Sterling Financial Planning, Inc.39,624
0.7% of portfolio›$2.5M
Spectrum Wealth Advisory Group, LLC36,646
0.7% of portfolio›$2.3M
Sound Stewardship, LLC36,428
0.9% of portfolio›$2.3M
Marathon Strategic Advisors, LLC34,838
1.3% of portfolio›$2.2M
Farmers & Merchants Trust Co of Chambersburg PA34,554
0.0% of portfolio›$2.2K
Family Wealth Partners, LLC33,876
0.6% of portfolio›$2.1M
Waterfront Wealth Inc.31,943
0.3% of portfolio›$2.0M
Pinnacle Associates LTD31,924
0.0% of portfolio›$2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management30,684
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC30,668
0.0% of portfolio›$331.8K
Lifetime Wealth Management P.C.28,815
1.1% of portfolio›$1.8M
NorthCrest Asset Manangement, LLC25,433
0.0% of portfolio›$1.6M
Lido Advisors, LLC21,865
0.0% of portfolio›$1.4M
Financial Harvest, LLC21,239
0.6% of portfolio›$1.3M
Evanson Financial, LLC20,188
0.1% of portfolio›$1.3M
Shrier Wealth Management, LLC19,949
0.4% of portfolio›$1.3M
Cornerstone Wealth Management, LLC19,693
0.1% of portfolio›$1.2M
Collaborative Fund Advisors, LLC18,153
0.6% of portfolio›$1.1M
Lodestone Wealth Management LLC18,089
0.4% of portfolio›$1.1M
Perigon Wealth Management, LLC16,407
0.0% of portfolio›$1.0M
American Capital Advisory, LLC15,037
0.3% of portfolio›$950.0K
Modera Wealth Management, LLC13,144
0.0% of portfolio›$830.5K
Commonwealth Equity Services, LLC12,927
0.0% of portfolio›$816.7K
Covenant Asset Management, LLC12,773
0.1% of portfolio›$807.0K
Ceera Investments, LLC12,703
0.3% of portfolio›$802.6K
Simon Quick Advisors, LLC11,873
0.0% of portfolio›$750.1K
Matisse Capital11,518
0.3% of portfolio›$727.7K
Biltmore Family Office, LLC11,063
0.1% of portfolio›$699.0K
SigFig Wealth Management, LLC9,804
0.0% of portfolio›$619.4K
Columbus Macro, LLC9,447
0.1% of portfolio›$596.9K
TopTier Wealth Management, LLC9,107
0.3% of portfolio›$575.4K
Davenport & Co LLC8,938
0.0% of portfolio›$564.7K
JFS Wealth Advisors, LLC7,810
0.0% of portfolio›$493.5K
Watershed Private Wealth LLC7,717
0.1% of portfolio›$487.6K
rebel Financial LLC7,700
0.2% of portfolio›$486.5K
Hengehold Capital Management LLC7,662
0.0% of portfolio›$484.1K
Wedmont Private Capital7,568
0.0% of portfolio›$479.7K
Novem Group6,988
0.0% of portfolio›$441.6K
Triasima Portfolio Management inc.5,970
0.0% of portfolio›$377.2K
Vontobel Holding Ltd.5,800
0.0% of portfolio›$366.4K
Meridian Financial Partners LLC5,786
0.1% of portfolio›$362.9K
Colorado Capital Management, Inc.5,307
0.0% of portfolio›$335
Farther Finance Advisors, LLC4,964
0.0% of portfolio›$313.6K
Evergreen Capital Management LLC4,958
0.0% of portfolio›$313.2K
Atria Investments, Inc4,846
0.0% of portfolio›$306.2K
IFP Advisors, Inc4,691
0.0% of portfolio›$296.4K
Bison Wealth, LLC4,559
0.0% of portfolio›$290.9K
Eastern Bank4,530
0.0% of portfolio›$286.2K
Avaii Wealth Management, LLC4,363
0.1% of portfolio›$276.2K
FF Advisors,LLC4,116
0.1% of portfolio›$260.0K
Greenleaf Trust4,028
0.0% of portfolio›$254.5K
Portland Financial Advisors Inc3,936
0.4% of portfolio›$248.7K
Concurrent Investment Advisors, LLC3,855
0.0% of portfolio›$243.5K
StoneX Group Inc.3,734
0.0% of portfolio›$235.9K
Facet Wealth, Inc.3,688
0.0% of portfolio›$233.0K
Capital Management Corp3,600
0.0% of portfolio›$227.4K
MFA Wealth Advisors, LLC3,502
0.0% of portfolio›$221.2K
CoreCap Advisors, LLC3,456
0.0% of portfolio›$218.4K
Aspect Partners, LLC3,364
0.1% of portfolio›$212.5K
Evolution Wealth Management Inc.2,632
0.1% of portfolio›$166.3K
SBI Securities Co., Ltd.2,455
0.0% of portfolio›$155.1K
Fairman Group, LLC2,385
0.1% of portfolio›$150.7K
US Bancorp \de\2,357
0.0% of portfolio›$148.9K
Legacy Bridge, LLC1,500
0.0% of portfolio›$94.8K
Creative Financial Designs Inc1,467
0.0% of portfolio›$92.7K
Maseco LLP1,422
0.0% of portfolio›$89.7K
Spire Wealth Management1,050
0.0% of portfolio›$66.3K
Hanson & Doremus Investment Management907
0.0% of portfolio›$57
Princeton Global Asset Management LLC657
0.0% of portfolio›$41.5K
Hickory Point Bank & Trust600
0.0% of portfolio›$37.9K
Decker Retirement Planning Inc.485
0.0% of portfolio›$30.6K
Mather Group, Llc.451
0.0% of portfolio›$28.5K
Trust Co of Vermont424
0.0% of portfolio›$26.8K
Montag A & Associates Inc400
0.0% of portfolio›$25.3K
Larson Financial Group LLC375
0.0% of portfolio›$23.7K
Bokf, NA350
0.0% of portfolio›$22.1K
Piscataqua Savings Bank328
0.0% of portfolio›$20.7K
Private Trust Co NA292
0.0% of portfolio›$18.4K
Elevation Wealth Partners, LLC263
0.0% of portfolio›$16.6K
Trust Co215
0.0% of portfolio›$13.6K
Harbor Investment Advisory, LLC201
0.0% of portfolio›$12.7K
First Bancorp, Inc200
0.0% of portfolio›$12.6K
Duncker Streett & Co Inc188
0.0% of portfolio›$11.9K
Compass Financial Management LLC132
0.0% of portfolio›$8.3K
Hurley Capital, LLC130
0.0% of portfolio›$8.3K
Balance Wealth Partners LLC94
0.0% of portfolio›$5.9K
Team Financial Group, LLC89
0.0% of portfolio›$5.6K
Signaturefd, LLC40
0.0% of portfolio›$2.5K
Lanark Financial, Inc.38
0.0% of portfolio›$2.4K
Planning Strategies Inc.13
0.0% of portfolio›$821
Asset Dedication, LLC13
0.0% of portfolio›$822
Central Pacific Bank - Trust Division2
0.0% of portfolio›$126
Blue Trust, Inc.1
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Creative Planning
3,764,637$237.8M0.1%IndexVery LowOverland Park, KS2026-11-02
Unison Advisors LLC
450,957$28.5M2.0%ETFVery LowProvidence, RI2026-10-29
Fifth Third Bancorp
375,295$23.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Assetmark, Inc
329,817$20.8M0.0%ETFLowConcord, CA2026-10-21
Park Avenue Securities LLC
280,393$17.7K0.0%ETFMediumNew York, NY2026-10-26
Baker Ellis Asset Management LLC
161,435$10.2M1.1%GARPVery LowVancouver, WA2026-10-14
Neumann Capital Management, LLC
160,533$10.1M2.6%GrowthVery LowFoster City, CA2026-10-15
BIP Wealth, LLC
153,396$9.7M0.3%ETFMediumAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
142,929$9.0K0.0%ETFLowFairfield, IA2026-11-02
Blueline Advisors LLC
124,932$7.9M5.6%ETFLowExeter, NH2026-10-15
O'Connor Financial Group LLC
124,264$7.9M2.8%ETFLowQuincy, IL2026-10-26
Pension & Wealth Management Advisors, Inc.
124,236$7.8M1.8%ETFLowWaltham, MA2026-10-16
Stonebridge Wealth Management, LLC
120,947$7.6M6.8%ETFLowOak Brook, IL2026-10-09
Discipline Wealth Solutions, LLC
115,059$7.3M0.6%ETFLowGreenville, SC2026-10-14
Shore Point Advisors, LLC
113,613$5.7M1.8%ETFLowBrielle, NJ2026-10-14
Csenge Advisory Group
110,603$7.0M0.3%ETFMediumClearwater, FL2026-11-04
Leibman Financial Services, Inc.
106,269$6.7M4.6%ValueHighLouisville, NE2026-10-13
BKM Wealth Management, LLC
84,081$5.3M1.7%GrowthLowBrookfield, WI2026-10-22
Econ Financial Services Corp
68,722$4.3M1.8%YieldVery HighHarrisburg, PA2026-10-19
Inlight Wealth Management, LLC
67,396$4.3M1.2%ETFVery LowAtlanta, GA2026-10-21
United Advisor Group, LLC
53,911$3.4M0.3%ETFLowCincinnati, OH2026-11-03
Haven Private, LLC
48,435$3.1M1.2%ETFMediumOrlando, FL2026-10-27
Nicholas Hoffman & Company, Llc.
47,693$3.0M0.1%ETFVery LowAtlanta, GA2026-10-30
Occidental Asset Management, LLC
46,695$3.0M0.3%GrowthLowBurlingame, CA2026-11-05
Kestra Advisory Services, LLC
45,426$2.9M0.0%CoreLowAustin, TX2026-11-02
Midway Capital Research & Management
45,268$2.9M2.4%CoreVery LowChicago, IL2026-10-20
Alpha Omega Wealth Management LLC
43,823$2.8M0.4%ValueLowRichmond, VA2026-10-23
Great Point Wealth Advisors, LLC
40,245$2.5M0.4%ETFVery LowBoston, MA2026-10-15
Sterling Financial Planning, Inc.
39,624$2.5M0.7%ETFVery LowSparta, NJ2026-10-28
Spectrum Wealth Advisory Group, LLC
36,646$2.3M0.7%ETFMediumGranite Bay, CA2026-10-29
Sound Stewardship, LLC
36,428$2.3M0.9%ETFVery LowOverland Park, KS2026-10-14
Marathon Strategic Advisors, LLC
34,838$2.2M1.3%ETFVery LowPittsburgh, PA2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
34,554$2.2K0.0%GARPLowChambersburg, PA2026-10-14
Family Wealth Partners, LLC
33,876$2.1M0.6%ETFLowMatthews, NC2026-10-20
Waterfront Wealth Inc.
31,943$2.0M0.3%ValueLowOverland Park, KS2026-11-03
Pinnacle Associates LTD
31,924$2.0M0.0%CoreLowNew York, NY2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
30,684$1.9M0.0%GrowthVery LowSeattle, WA2026-10-27
Wealth Enhancement Advisory Services, LLC
30,668$331.8K0.0%CoreLowPlymouth, MN2026-10-13
Lifetime Wealth Management P.C.
28,815$1.8M1.1%YieldLowRockwall, TX2026-10-29
NorthCrest Asset Manangement, LLC
25,433$1.6M0.0%GrowthLowPlymouth, MN2026-10-13
Lido Advisors, LLC
21,865$1.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Financial Harvest, LLC
21,239$1.3M0.6%ETFVery LowWinter Park, FL2026-10-15
Evanson Financial, LLC
20,188$1.3M0.1%ETFN/AMclean, VA2026-10-23
Shrier Wealth Management, LLC
19,949$1.3M0.4%CoreVery LowLos Angeles, CA2026-10-20
Cornerstone Wealth Management, LLC
19,693$1.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
Collaborative Fund Advisors, LLC
18,153$1.1M0.6%GrowthVery HighReno, NV2026-11-02
Lodestone Wealth Management LLC
18,089$1.1M0.4%CoreLowSpokane, WA2026-10-14
Perigon Wealth Management, LLC
16,407$1.0M0.0%GrowthLowSan Francisco, CA2026-10-22
American Capital Advisory, LLC
15,037$950.0K0.3%ETFLowKetchum, ID2026-10-28
Modera Wealth Management, LLC
13,144$830.5K0.0%ETFVery LowWestwood, NJ2026-10-28
Commonwealth Equity Services, LLC
12,927$816.7K0.0%ETFLowWaltham, MA2026-11-02
Covenant Asset Management, LLC
12,773$807.0K0.1%Agg GrowthMediumChester, NJ2026-10-14
Ceera Investments, LLC
12,703$802.6K0.3%CoreMediumBellaire, TX2026-11-02
Simon Quick Advisors, LLC
11,873$750.1K0.0%ETFLowMorristown, NJ2026-10-26
Matisse Capital
11,518$727.7K0.3%ValueMediumPortland, OR2026-10-29
Biltmore Family Office, LLC
11,063$699.0K0.1%GrowthLowCharlotte, NC2026-11-03
SigFig Wealth Management, LLC
9,804$619.4K0.0%ETFLowSan Francisco, CA2026-10-07
Columbus Macro, LLC
9,447$596.9K0.1%YieldMediumNew Castle, PA2026-10-14
TopTier Wealth Management, LLC
9,107$575.4K0.3%ETFVery LowMuskego, WI2026-10-16
Davenport & Co LLC
8,938$564.7K0.0%CoreMediumRichmond, VA2026-10-14
JFS Wealth Advisors, LLC
7,810$493.5K0.0%ETFVery LowHermitage, PA2026-11-03
Watershed Private Wealth LLC
7,717$487.6K0.1%ETFMediumOak Brook, IL2026-10-30
rebel Financial LLC
7,700$486.5K0.2%N/AVery LowGroveport, OH2026-11-04
Hengehold Capital Management LLC
7,662$484.1K0.0%ETFLowCincinnati, OH2026-10-16
Wedmont Private Capital
7,568$479.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Novem Group
6,988$441.6K0.0%ETFMediumRochester, NY2026-10-19
Triasima Portfolio Management inc.
5,970$377.2K0.0%MomentumHighMontreal, Austria2026-10-15
Vontobel Holding Ltd.
5,800$366.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Meridian Financial Partners LLC
5,786$362.9K0.1%GrowthLowWarrenton, VA2026-10-23
Colorado Capital Management, Inc.
5,307$3350.0%ETFVery LowBoulder, CO2026-10-15
Farther Finance Advisors, LLC
4,964$313.6K0.0%IndexLowSan Francisco, CA2026-10-08
Evergreen Capital Management LLC
4,958$313.2K0.0%GARPMediumBellevue, WA2026-10-23
Atria Investments, Inc
4,846$306.2K0.0%CoreMediumCharlotte, NC2026-10-15
IFP Advisors, Inc
4,691$296.4K0.0%GrowthLowTampa, FL2026-10-16
Bison Wealth, LLC
4,559$290.9K0.0%GrowthMediumAtlanta, GA2026-10-13
Eastern Bank
4,530$286.2K0.0%GrowthMediumBoston, MA2026-10-05
Avaii Wealth Management, LLC
4,363$276.2K0.1%ETFMediumAppleton, WI2026-10-09
FF Advisors,LLC
4,116$260.0K0.1%ETFLowManhattan Beach, CA2026-10-21
Greenleaf Trust
4,028$254.5K0.0%CoreLowKalamazoo, MI2026-10-29
Portland Financial Advisors Inc
3,936$248.7K0.4%ETFVery LowPort Washington, NY2026-10-26
Concurrent Investment Advisors, LLC
3,855$243.5K0.0%GrowthMediumTampa, FL2026-10-16
StoneX Group Inc.
3,734$235.9K0.0%ETFMediumNew York, NY2026-11-03
Facet Wealth, Inc.
3,688$233.0K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Capital Management Corp
3,600$227.4K0.0%YieldMediumGlen Allen, VA2026-10-29
MFA Wealth Advisors, LLC
3,502$221.2K0.0%ETFMediumPittsburgh, PA2026-10-07
CoreCap Advisors, LLC
3,456$218.4K0.0%ETFMediumSouthfield, MI2026-10-08
Aspect Partners, LLC
3,364$212.5K0.1%ETFMediumFairfax, VA2026-10-20
Evolution Wealth Management Inc.
2,632$166.3K0.1%ETFMediumFort Myers, FL2026-10-28
SBI Securities Co., Ltd.
2,455$155.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fairman Group, LLC
2,385$150.7K0.1%ETFLowChesterbrook, PA2026-10-26
US Bancorp \de\
2,357$148.9K0.0%IndexLowMinneapolis, MN2026-11-05
Legacy Bridge, LLC
1,500$94.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Creative Financial Designs Inc
1,467$92.7K0.0%ETFMediumKokomo, IN2026-11-04
Maseco LLP
1,422$89.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Spire Wealth Management
1,050$66.3K0.0%GrowthMediumMclean, VA2026-10-30
Hanson & Doremus Investment Management
907$570.0%CoreVery LowBurlington, VT2026-10-16
Princeton Global Asset Management LLC
657$41.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Hickory Point Bank & Trust
600$37.9K0.0%CoreVery LowDecatur, IL2026-10-01
Decker Retirement Planning Inc.
485$30.6K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Mather Group, Llc.
451$28.5K0.0%ETFMediumChicago, IL2026-10-14
Trust Co of Vermont
424$26.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Montag A & Associates Inc
400$25.3K0.0%CoreLowAtlanta, GA2026-10-29
Larson Financial Group LLC
375$23.7K0.0%GrowthLowSt Louis, MO2026-11-05
Bokf, NA
350$22.1K0.0%CoreLowTulsa, OK2026-10-27
Piscataqua Savings Bank
328$20.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Private Trust Co NA
292$18.4K0.0%CoreLowCleveland, OH2026-10-20
Elevation Wealth Partners, LLC
263$16.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Trust Co
215$13.6K0.0%ETFVery LowManhattan, KS2026-10-09
Harbor Investment Advisory, LLC
201$12.7K0.0%GrowthLowLutherville, MD2026-10-13
First Bancorp, Inc
200$12.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Duncker Streett & Co Inc
188$11.9K0.0%GrowthLowSt. Louis, MO2026-10-27
Compass Financial Management LLC
132$8.3K0.0%CoreN/ATampa, FL2026-10-30
Hurley Capital, LLC
130$8.3K0.0%GARPMediumNew York, NY2026-11-05
Balance Wealth Partners LLC
94$5.9K0.0%ETFMediumWorthington, OH2026-10-27
Team Financial Group, LLC
89$5.6K0.0%ETFLowTemecula, CA2026-10-30
Signaturefd, LLC
40$2.5K0.0%IndexLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
38$2.4K0.0%CoreMediumBirmingham, AL2026-10-26
Planning Strategies Inc.
13$8210.0%ETFN/ALancaster, PA2026-10-02
Asset Dedication, LLC
13$8220.0%ETFLowSan Francisco, CA2026-11-03
Central Pacific Bank - Trust Division
2$1260.0%CoreMediumHonolulu, HI2026-10-06
Blue Trust, Inc.
1$630.0%ETFLowBrentwood, TN2026-10-15