DGS Institutional Ownership & Shareholders
WISDOMTREE EM SMALL CAP (DGS) is currently held by 250 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.05B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of DGS tracked by InsiderSet, reporting ownership valued at approximately $237.85M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $220.91M, representing an estimated loss of -7.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed DGS value among the investors covered in this analysis. Major shareholders include Creative Planning, Bank Of America Corp, National Bank Of Canada, and several other long-term asset managers with concentrated positions in WISDOMTREE EM SMALL CAP (DGS).
This page ranks the largest institutional DGS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
250
Total Reported Value
$1.05B
Largest Holder
Creative Planning
Largest Position
$237.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.13% | 3,764,637 | $237,849,771 | $220,908,899 | -$16,940,872 | -7.12% | |
| Bank Of America Corp | 0.01% | 1,296,488 | $83,895,747 | $76,077,916 | -$7,817,831 | -9.32% | |
| National Bank Of Canada | 0.03% | 614,358 | $39,724,388 | $36,050,527 | -$3,673,861 | -9.25% | |
| Morgan Stanley | 0.00% | 568,016 | $36,756,437 | $33,331,179 | -$3,425,258 | -9.32% | |
| Envestnet Asset Management Inc | 0.01% | 461,874 | $29,887,870 | $27,102,766 | -$2,785,104 | -9.32% | |
| Unison Advisors Llc | 2.00% | 450,957 | $28,491,458 | $26,462,157 | -$2,029,301 | -7.12% | |
| Captrust Financial Advisors | 0.04% | 436,804 | $28,265,598 | $25,631,659 | -$2,633,939 | -9.32% | |
| Lpl Financial Llc | 0.01% | 402,845 | $26,068,124 | $23,638,945 | -$2,429,179 | -9.32% | |
| Fifth Third Bancorp | 0.04% | 379,216 | $24,539,067 | $22,252,395 | -$2,286,672 | -9.32% | |
| Osaic Holdings, Inc. | 0.03% | 370,671 | $23,986,577 | $21,750,974 | -$2,235,603 | -9.32% | |
| Raymond James Financial Inc | 0.01% | 336,448 | $21,771,586 | $19,742,769 | -$2,028,817 | -9.32% | |
| Old Mission Capital Llc | 0.55% | 332,421 | $21,510,962 | $19,506,464 | -$2,004,498 | -9.32% | |
| Focus Partners Wealth | 0.02% | 327,954 | $21,221,912 | $19,244,341 | -$1,977,571 | -9.32% | |
| Assetmark, Inc | 0.04% | 329,817 | $20,837,828 | $19,353,662 | -$1,484,166 | -7.12% | |
| Great Valley Advisor Group, Inc. | 0.32% | 308,550 | $19,966,168 | $18,105,714 | -$1,860,454 | -9.32% | |
| Wells Fargo & Company/Mn | 0.00% | 261,905 | $16,947,866 | $15,368,585 | -$1,579,281 | -9.32% | |
| Cerity Partners Llc | 0.01% | 164,578 | $10,649,866 | $9,657,437 | -$992,429 | -9.32% | |
| Checchi Capital Advisers, Llc | 0.67% | 163,820 | $10,600,792 | $9,612,958 | -$987,834 | -9.32% | |
| Baker Ellis Asset Management Llc | 1.11% | 161,435 | $10,199,448 | $9,473,006 | -$726,442 | -7.12% | |
| Neumann Capital Management, Llc | 2.59% | 160,533 | $10,142,475 | $9,420,076 | -$722,399 | -7.12% | |
| Ameriprise Financial Inc | 0.00% | 152,299 | $9,857,598 | $8,936,905 | -$920,693 | -9.34% | |
| Cascade Financial Partners, Llc | 0.85% | 151,624 | $9,811,606 | $8,897,296 | -$914,310 | -9.32% | |
| Bip Wealth, Llc | 0.26% | 153,396 | $9,691,555 | $9,001,277 | -$690,278 | -7.12% | |
| Portland Global Advisors Llc | 0.90% | 146,694 | $9,492,585 | $8,608,004 | -$884,581 | -9.32% | |
| Rockefeller Capital Management L.P. | 0.01% | 134,265 | $8,688,348 | $7,878,670 | -$809,678 | -9.32% | |
| Tortoise Investment Management, Llc | 0.62% | 128,217 | $8,296,903 | $7,523,774 | -$773,129 | -9.32% | |
| Ubs Group Ag | 0.00% | 123,043 | $7,962,112 | $7,220,163 | -$741,949 | -9.32% | |
| Blueline Advisors Llc | 5.56% | 124,932 | $7,893,229 | $7,331,010 | -$562,219 | -7.12% | |
| O'Connor Financial Group Llc | 2.78% | 124,264 | $7,851,011 | $7,291,812 | -$559,199 | -7.12% | |
| Bristlecone Value Partners, Llc | 6.18% | 118,729 | $7,682,959 | $6,967,018 | -$715,941 | -9.32% | |
| Stonebridge Wealth Management, Llc | 6.80% | 120,947 | $7,641,405 | $7,097,170 | -$544,235 | -7.12% | |
| Discipline Wealth Solutions, Llc | 0.63% | 115,059 | $7,269,433 | $6,751,662 | -$517,771 | -7.12% | |
| Csenge Advisory Group | 0.29% | 110,702 | $7,163,496 | $6,495,993 | -$667,503 | -9.32% | |
| Leibman Financial Services, Inc. | 4.63% | 106,269 | $6,714,056 | $6,235,865 | -$478,191 | -7.12% | |
| Blackrock, Inc. | 0.00% | 95,927 | $6,207,438 | $5,628,996 | -$578,442 | -9.32% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 94,814 | $6,135,423 | $5,563,686 | -$571,737 | -9.32% | |
| Smith, Moore & Co. | 0.40% | 84,547 | $6,118,106 | $4,961,218 | -$1,156,888 | -18.91% | |
| Prosperity Consulting Group, Llc | 0.23% | 92,842 | $6,007,787 | $5,447,969 | -$559,818 | -9.32% | |
| Shore Point Advisors, Llc | 1.82% | 113,613 | $5,728,486 | $6,666,811 | +$938,325 | +16.38% | |
| Trb Wealth Management, Llc | 0.75% | 86,696 | $5,610,125 | $5,087,321 | -$522,804 | -9.32% | |
| Bkm Wealth Management, Llc | 1.72% | 84,081 | $5,312,243 | $4,933,873 | -$378,370 | -7.12% | |
| Cetera Investment Advisers | 0.00% | 76,254 | $4,934,356 | $4,474,585 | -$459,771 | -9.32% | |
| Mml Investors Services, Llc | 0.01% | 68,367 | $4,424,000 | $4,011,776 | -$412,224 | -9.32% | |
| Causey Wealth Llc | 1.70% | 67,257 | $4,352,175 | $3,946,641 | -$405,534 | -9.32% | |
| Econ Financial Services Corp | 1.82% | 68,722 | $4,341,856 | $4,032,607 | -$309,249 | -7.12% | |
| Inlight Wealth Management, Llc | 1.22% | 67,396 | $4,258,079 | $3,954,797 | -$303,282 | -7.12% | |
| Efficient Advisors, Llc | 0.29% | 68,935 | $4,142,995 | $4,045,106 | -$97,889 | -2.36% | |
| Beckerman Institutional, Llc | 1.95% | 63,195 | $4,089,398 | $3,708,283 | -$381,115 | -9.32% | |
| Rebel Financial Llc | 1.75% | 67,228 | $4,040,336 | $3,944,939 | -$95,397 | -2.36% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 57,744 | $3,736,660 | $3,388,418 | -$348,242 | -9.32% |
Frequently asked questions about DGS
Who are the largest institutional holders of DGS?
The largest institutional holders of DGS reported in the latest SEC Form 13F filings include Creative Planning, Bank Of America Corp, National Bank Of Canada, Morgan Stanley, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported DGS position.
What is DGS institutional ownership?
This page tracks DGS positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE EM SMALL CAP (DGS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGS?
InsiderSet currently tracks 250 institutional managers reporting DGS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGS shareholders.
How much DGS stock do institutions own?
Institutional investment managers disclosed approximately $1.05B in DGS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGS institutional ownership last updated?
The latest DGS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGS position after the reporting date.
Are institutions buying or selling DGS?
Institutional buying and selling can be analyzed by comparing DGS positions across consecutive 13F reporting periods. InsiderSet's DGS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGS ownership changes.
How has DGS institutional ownership changed over time?
InsiderSet tracks DGS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.