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 $1.07B in DGS holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of DGS tracked by InsiderSet, reporting ownership valued at approximately $252.92M in its March 31, 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 $258.89M, representing an estimated gain of +2.36% 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
252
Total Reported Value
$1.07B
Largest Holder
Creative Planning
Largest Position
$252.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.17% | 4,208,248 | $252,915,725 | $258,891,417 | +$5,975,692 | +2.36% | |
| Bank Of America Corp | 0.01% | 1,282,527 | $77,079,875 | $78,901,061 | +$1,821,186 | +2.36% | |
| National Bank Of Canada | 0.04% | 608,600 | $36,576,831 | $37,441,072 | +$864,241 | +2.36% | |
| Morgan Stanley | 0.00% | 556,169 | $33,425,852 | $34,215,517 | +$789,665 | +2.36% | |
| Hightower Advisors, Llc | 0.03% | 517,055 | $31,074,786 | $31,809,224 | +$734,438 | +2.36% | |
| Unison Advisors Llc | 2.02% | 448,588 | $29,028,138 | $27,597,134 | -$1,431,004 | -4.93% | |
| Envestnet Asset Management Inc | 0.01% | 440,521 | $26,475,335 | $27,100,852 | +$625,517 | +2.36% | |
| Captrust Financial Advisors | 0.05% | 430,764 | $25,887,414 | $26,500,601 | +$613,187 | +2.37% | |
| Lpl Financial Llc | 0.01% | 416,879 | $25,054,445 | $25,646,396 | +$591,951 | +2.36% | |
| Fifth Third Bancorp | 0.04% | 378,528 | $22,749,533 | $23,287,043 | +$537,510 | +2.36% | |
| Osaic Holdings, Inc. | 0.03% | 367,119 | $22,064,017 | $22,585,161 | +$521,144 | +2.36% | |
| Ameriprise Financial Inc | 0.01% | 365,698 | $21,978,585 | $22,497,741 | +$519,156 | +2.36% | |
| Assetmark, Inc | 0.04% | 321,124 | $20,779,959 | $19,755,548 | -$1,024,411 | -4.93% | |
| Focus Partners Wealth | 0.02% | 329,771 | $19,819,257 | $20,287,512 | +$468,255 | +2.36% | |
| Raymond James Financial Inc | 0.01% | 321,354 | $19,313,387 | $19,769,698 | +$456,311 | +2.36% | |
| Causey Wealth Llc | 2.53% | 366,007 | $18,973,449 | $22,516,751 | +$3,543,302 | +18.68% | |
| Great Valley Advisor Group, Inc. | 0.33% | 304,500 | $18,300,763 | $18,732,840 | +$432,077 | +2.36% | |
| Wells Fargo & Company/Mn | 0.00% | 248,932 | $14,960,850 | $15,314,297 | +$353,447 | +2.36% | |
| Old Mission Capital Llc | 0.33% | 233,815 | $14,052,281 | $14,384,299 | +$332,018 | +2.36% | |
| Baker Ellis Asset Management Llc | 1.09% | 163,084 | $10,553,166 | $10,032,928 | -$520,238 | -4.93% | |
| Cerity Partners Llc | 0.01% | 166,756 | $10,022,049 | $10,258,829 | +$236,780 | +2.36% | |
| Checchi Capital Advisers, Llc | 0.66% | 159,151 | $9,564,975 | $9,790,970 | +$225,995 | +2.36% | |
| Bip Wealth, Llc | 0.38% | 154,391 | $9,278,933 | $9,498,134 | +$219,201 | +2.36% | |
| Portland Global Advisors Llc | 0.94% | 145,956 | $8,771,975 | $8,979,213 | +$207,238 | +2.36% | |
| Cascade Financial Partners, Llc | 0.89% | 144,086 | $8,659,568 | $8,864,171 | +$204,603 | +2.36% | |
| Rockefeller Capital Management L.P. | 0.01% | 135,448 | $8,140,475 | $8,332,761 | +$192,286 | +2.36% | |
| Blueline Advisors Llc | 5.61% | 125,091 | $8,094,642 | $7,695,598 | -$399,044 | -4.93% | |
| O'Connor Financial Group Llc | 2.79% | 122,017 | $7,895,729 | $7,506,486 | -$389,243 | -4.93% | |
| Tortoise Investment Management, Llc | 0.65% | 131,140 | $7,881,538 | $8,067,733 | +$186,195 | +2.36% | |
| Discipline Wealth Solutions, Llc | 0.67% | 118,161 | $7,646,175 | $7,269,265 | -$376,910 | -4.93% | |
| Stonebridge Wealth Management, Llc | 6.83% | 117,940 | $7,631,866 | $7,255,669 | -$376,197 | -4.93% | |
| Bristlecone Value Partners, Llc | 6.35% | 119,987 | $7,211,217 | $7,381,600 | +$170,383 | +2.36% | |
| Ubs Group Ag | 0.00% | 116,627 | $7,009,283 | $7,174,893 | +$165,610 | +2.36% | |
| Csenge Advisory Group | 0.32% | 114,484 | $6,880,509 | $7,043,056 | +$162,547 | +2.36% | |
| Empowered Funds, Llc | 0.04% | 104,359 | $6,271,976 | $6,420,166 | +$148,190 | +2.36% | |
| Prosperity Consulting Group, Llc | 0.28% | 103,469 | $6,218,469 | $6,365,413 | +$146,944 | +2.36% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 94,516 | $5,680,398 | $5,814,624 | +$134,226 | +2.36% | |
| Smith, Moore & Co. | 0.41% | 94,023 | $5,650,774 | $5,784,295 | +$133,521 | +2.36% | |
| Shore Point Advisors, Llc | 1.90% | 109,806 | $5,560,834 | $6,755,265 | +$1,194,431 | +21.48% | |
| Spectrum Wealth Advisory Group, Llc | 1.98% | 88,536 | $5,320,994 | $5,446,735 | +$125,741 | +2.36% | |
| Leibman Financial Services, Inc. | 3.46% | 80,367 | $5,200,519 | $4,944,178 | -$256,341 | -4.93% | |
| Trb Wealth Management, Llc | 0.72% | 84,416 | $5,073,427 | $5,193,272 | +$119,845 | +2.36% | |
| Bkm Wealth Management, Llc | 1.66% | 72,376 | $4,683,500 | $4,452,572 | -$230,928 | -4.93% | |
| Cetera Investment Advisers | 0.00% | 75,817 | $4,556,592 | $4,664,262 | +$107,670 | +2.36% | |
| Inlight Wealth Management, Llc | 1.39% | 67,498 | $4,367,796 | $4,152,477 | -$215,319 | -4.93% | |
| Econ Financial Services Corp | 2.04% | 67,391 | $4,360,872 | $4,145,894 | -$214,978 | -4.93% | |
| Efficient Advisors, Llc | 0.29% | 68,935 | $4,142,995 | $4,240,881 | +$97,886 | +2.36% | |
| Rebel Financial Llc | 1.75% | 67,228 | $4,040,336 | $4,135,867 | +$95,531 | +2.36% | |
| Mml Investors Services, Llc | 0.01% | 65,862 | $3,958,315 | $4,051,830 | +$93,515 | +2.36% | |
| Beckerman Institutional, Llc | 2.07% | 64,932 | $3,902,516 | $3,994,617 | +$92,101 | +2.36% |
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.