WISDOMTREE EM SMALL CAP (DGS) Institutional Ownership Changes & 13F Activity
WISDOMTREE EM SMALL CAP (DGS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Old Mission Capital Llc, Bank Of America Corp, Empowered Funds, Llc, Avos Capital Management, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +4,616 | +1.9% | 248,932 | $14.96M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +118,461 | +10.2% | 1,282,527 | $77.08M | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +214,780 | +1128.3% | 233,815 | $14.05M | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Buy | +104,359 | — | 104,359 | $6.27M | Q1 2026 | May 15, 2026 |
| Avos Capital Management, Llc | Sell | -99,895 | -86.4% | 15,711 | $944.20K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +32,594 | +6.2% | 556,169 | $33.43M | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +31,242 | +5.4% | 608,600 | $36.58M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +30,466 | +7.6% | 430,764 | $25.89M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +28,497 | — | 28,497 | $1.71M | Q1 2026 | May 15, 2026 |
| Lifetime Wealth Management P.C. | Buy | +22,629 | — | 22,629 | $1.36M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +10,585 | +171.4% | 16,760 | $910.87K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -10,038 | -72.7% | 3,760 | $225.98K | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +9,164 | +7573.6% | 9,285 | $558.03K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -7,504 | -2.0% | 367,119 | $22.06M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +5,958 | — | 5,958 | $358.07K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -5,333 | -3.1% | 166,756 | $10.02M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +3,382 | — | 3,382 | $203.27K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +2,511 | +0.8% | 329,771 | $19.82M | Q1 2026 | May 15, 2026 |
| Peterson Wealth Management | Buy | +1,544 | — | 1,544 | $92.77K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -1,208 | -3.0% | 39,422 | $2.37M | Q1 2026 | May 15, 2026 |
| Vista Investment Management | Buy | +930 | +2.6% | 37,045 | $2.23M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +852 | +22.5% | 4,639 | $272.94K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +796 | +6.1% | 13,752 | $826.51K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -500 | -18.7% | 2,178 | $130.90K | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -196 | -3.3% | 5,726 | $344.14K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +191 | +2.1% | 9,151 | $549.98K | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +150 | +1.8% | 8,650 | $519.87K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +113 | +150.7% | 188 | $11.33K | Q1 2026 | May 15, 2026 |
| Walsh & Associates, Llc | Sell | -100 | -16.5% | 505 | $30.35K | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +81 | +1.2% | 7,028 | $422.38K | Q1 2026 | May 15, 2026 |
Frequently asked questions about DGS activity
Which institutional owners are buying DGS?
Institutional owners buying DGS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DGS activity?
"Buy" means an investor increased their reported position in DGS compared to the prior reporting period. This reflects growing exposure to WISDOMTREE EM SMALL CAP (DGS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DGS increasing?
Institutional interest in DGS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.