WISDOMTREE EM SMALL CAP (DGS) Institutional Shareholders
WISDOMTREE EM SMALL CAP (DGS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $828.01M in DGS holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DGS tracked by InsiderSet, reporting ownership valued at approximately $83.90M in its June 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 $82.94M, representing an estimated loss of -1.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed DGS value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, National Bank Of Canada, Morgan Stanley, 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
245
Total Reported Value
$828.01M
Largest Holder
Bank Of America Corp
Largest Position
$83.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,296,488 | $83,895,747 | $82,936,337 | -$959,410 | -1.14% | |
| National Bank Of Canada | 0.03% | 614,358 | $39,724,388 | $39,300,481 | -$423,907 | -1.07% | |
| Morgan Stanley | 0.00% | 568,016 | $36,756,437 | $36,335,984 | -$420,453 | -1.14% | |
| Envestnet Asset Management Inc | 0.01% | 461,874 | $29,887,870 | $29,546,080 | -$341,790 | -1.14% | |
| Unison Advisors Llc | 2.02% | 448,588 | $29,028,138 | $28,696,174 | -$331,964 | -1.14% | |
| Captrust Financial Advisors | 0.04% | 436,804 | $28,265,598 | $27,942,352 | -$323,246 | -1.14% | |
| Lpl Financial Llc | 0.01% | 402,845 | $26,068,124 | $25,769,995 | -$298,129 | -1.14% | |
| Fifth Third Bancorp | 0.04% | 379,216 | $24,539,067 | $24,258,448 | -$280,619 | -1.14% | |
| Osaic Holdings, Inc. | 0.03% | 370,671 | $23,986,577 | $23,711,824 | -$274,753 | -1.15% | |
| Raymond James Financial Inc | 0.01% | 336,448 | $21,771,586 | $21,522,579 | -$249,007 | -1.14% | |
| Old Mission Capital Llc | 0.55% | 332,421 | $21,510,962 | $21,264,971 | -$245,991 | -1.14% | |
| Focus Partners Wealth | 0.02% | 327,954 | $21,221,912 | $20,979,217 | -$242,695 | -1.14% | |
| Assetmark, Inc | 0.04% | 321,124 | $20,779,959 | $20,542,302 | -$237,657 | -1.14% | |
| Great Valley Advisor Group, Inc. | 0.32% | 308,550 | $19,966,168 | $19,737,944 | -$228,225 | -1.14% | |
| Park Avenue Securities Llc | 0.11% | 271,602 | $17,575,000 | $17,374,380 | -$200,620 | -1.14% | |
| Wells Fargo & Company/Mn | 0.00% | 261,905 | $16,947,866 | $16,754,063 | -$193,803 | -1.14% | |
| Bip Wealth, Llc | 0.30% | 164,935 | $10,672,964 | $10,550,892 | -$122,072 | -1.14% | |
| Cerity Partners Llc | 0.01% | 164,578 | $10,649,866 | $10,528,055 | -$121,811 | -1.14% | |
| Checchi Capital Advisers, Llc | 0.67% | 163,820 | $10,600,792 | $10,479,565 | -$121,227 | -1.14% | |
| Baker Ellis Asset Management Llc | 1.09% | 163,084 | $10,553,166 | $10,432,483 | -$120,683 | -1.14% | |
| Ameriprise Financial Inc | 0.00% | 152,299 | $9,857,598 | $9,742,567 | -$115,031 | -1.17% | |
| Cascade Financial Partners, Llc | 0.85% | 151,624 | $9,811,606 | $9,699,387 | -$112,219 | -1.14% | |
| Portland Global Advisors Llc | 0.90% | 146,694 | $9,492,585 | $9,384,015 | -$108,570 | -1.14% | |
| Rockefeller Capital Management L.P. | 0.01% | 134,265 | $8,688,348 | $8,588,932 | -$99,416 | -1.14% | |
| Tortoise Investment Management, Llc | 0.62% | 128,217 | $8,296,903 | $8,202,041 | -$94,862 | -1.14% | |
| Blueline Advisors Llc | 5.61% | 125,091 | $8,094,642 | $8,002,071 | -$92,571 | -1.14% | |
| Ubs Group Ag | 0.00% | 123,043 | $7,962,112 | $7,871,061 | -$91,051 | -1.14% | |
| O'Connor Financial Group Llc | 2.79% | 122,017 | $7,895,729 | $7,805,427 | -$90,302 | -1.14% | |
| Bristlecone Value Partners, Llc | 6.18% | 118,729 | $7,682,959 | $7,595,094 | -$87,865 | -1.14% | |
| Discipline Wealth Solutions, Llc | 0.67% | 118,161 | $7,646,175 | $7,558,759 | -$87,416 | -1.14% | |
| Stonebridge Wealth Management, Llc | 6.83% | 117,940 | $7,631,866 | $7,544,622 | -$87,244 | -1.14% | |
| Csenge Advisory Group | 0.29% | 110,702 | $7,163,496 | $7,081,607 | -$81,889 | -1.14% | |
| Blackrock, Inc. | 0.00% | 95,927 | $6,207,438 | $6,136,450 | -$70,988 | -1.14% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 94,814 | $6,135,423 | $6,065,252 | -$70,171 | -1.14% | |
| Smith, Moore & Co. | 0.40% | 84,547 | $6,118,106 | $5,408,472 | -$709,634 | -11.60% | |
| Prosperity Consulting Group, Llc | 0.23% | 92,842 | $6,007,787 | $5,939,103 | -$68,684 | -1.14% | |
| Trb Wealth Management, Llc | 0.75% | 86,696 | $5,610,125 | $5,545,943 | -$64,182 | -1.14% | |
| Shore Point Advisors, Llc | 1.90% | 109,806 | $5,560,834 | $7,024,290 | +$1,463,456 | +26.32% | |
| Spectrum Wealth Advisory Group, Llc | 1.58% | 85,575 | $5,537,532 | $5,474,233 | -$63,299 | -1.14% | |
| Leibman Financial Services, Inc. | 3.46% | 80,367 | $5,200,519 | $5,141,077 | -$59,442 | -1.14% | |
| Cetera Investment Advisers | 0.00% | 76,254 | $4,934,356 | $4,877,968 | -$56,388 | -1.14% | |
| Bkm Wealth Management, Llc | 1.66% | 72,376 | $4,683,500 | $4,629,893 | -$53,607 | -1.14% | |
| Mml Investors Services, Llc | 0.01% | 68,367 | $4,424,000 | $4,373,437 | -$50,563 | -1.14% | |
| Inlight Wealth Management, Llc | 1.39% | 67,498 | $4,367,796 | $4,317,847 | -$49,949 | -1.14% | |
| Econ Financial Services Corp | 2.04% | 67,391 | $4,360,872 | $4,311,002 | -$49,870 | -1.14% | |
| Causey Wealth Llc | 1.70% | 67,257 | $4,352,175 | $4,302,430 | -$49,745 | -1.14% | |
| Efficient Advisors, Llc | 0.29% | 68,935 | $4,142,995 | $4,409,772 | +$266,777 | +6.44% | |
| Beckerman Institutional, Llc | 1.95% | 63,195 | $4,089,398 | $4,042,584 | -$46,814 | -1.14% | |
| Rebel Financial Llc | 1.75% | 67,228 | $4,040,336 | $4,300,575 | +$260,239 | +6.44% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 57,744 | $3,736,660 | $3,693,884 | -$42,776 | -1.14% |
Frequently asked questions about DGS
Who owns the most DGS stock?
The largest holders of DGS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE EM SMALL CAP (DGS).
Is DGS widely held by superinvestors?
Many widely followed stocks like DGS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DGS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.