Who Owns WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)?Hedge Fund & Institutional Holders

$59.50-0.39 (-0.65%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$43.34$48.82$54.30$59.79$65.27Sep 24Jun 25Mar 26

DGS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+24K+$64.9B
Unison Advisors LLCNew Position+444K+$25.4B
Focus Partners WealthIncreased+321K+$17.6B
Checchi Capital Advisers, LLCNew Position+170K+$9.7B
Neumann Capital Management, LLCNew Position+158K+$9.0B
Cascade Financial Partners, LLCNew Position+137K+$7.8B
O'Connor Financial Group LLCNew Position+121K+$7.4B
Csenge Advisory GroupNew Position+130K+$7.4B
Stonebridge Wealth Management, LLCNew Position+118K+$6.8B
Shore Point Advisors, LLCNew Position+100K+$4.6B
BKM Wealth Management, LLCNew Position+80K+$4.6B
Inlight Wealth Management, LLCNew Position+76K+$4.4B
Leibman Financial Services, Inc.New Position+66K+$3.8B
Discipline Wealth Solutions, LLCNew Position+57K+$3.3B
Econ Financial Services CorpNew Position+57K+$3.3B

DGS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-441K-$283.1B
LPL Financial LLCDecreased-22K-$26.6B
Kovitz Investment Group Partners, LLCClosed Position-288K-$16.5B
Spectrum Wealth Advisory Group, LLCDecreased-258K-$14.7B
AMERIPRISE FINANCIAL INCDecreased-235K-$14.2B
MML INVESTORS SERVICES, LLCDecreased-2K-$3.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-59K-$3.6B
Efficient Advisors, LLCDecreased-38K-$2.2B
CITADEL ADVISORS LLCClosed Position-36K-$2.1B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-331-$1.8B
OSAIC HOLDINGS, INC.Decreased-331-$1.4B
Baird Financial Group, Inc.Decreased-6K-$1.1B
TRUSTMARK BANK TRUST DEPARTMENTDecreased-42-$725.9M
Kathleen S. Wright Associates Inc.Closed Position-11K-$651.1M
FLPUTNAM INVESTMENT MANAGEMENT CODecreased-695-$553.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/458,952$26.0B0.00%Share
2Unison Advisors LLC444,464$25.4B2.22%Share
3BANK OF AMERICA CORP /DE/369,426$21.0B0.00%Share
4FIFTH THIRD BANCORP362,608$20.8B0.07%Share
5OSAIC HOLDINGS, INC.345,325$19.0B0.03%Share
6BANK OF AMERICA CORP /DE/319,599$18.0B0.00%Share
7Focus Partners Wealth327,260$18.0B0.02%Share
8Tortoise Investment Management, LLC285,367$16.3B1.43%Share
9RAYMOND JAMES FINANCIAL INC203,027$11.0B0.00%Share
10Checchi Capital Advisers, LLC169,987$9.7B0.50%Share
11Neumann Capital Management, LLC157,541$9.0B2.61%Share
12Efficient Advisors, LLC140,893$8.1B0.47%Share
13Cascade Financial Partners, LLC137,119$7.8B0.80%Share
14O'Connor Financial Group LLC121,493$7.4B2.96%Share
15Csenge Advisory Group129,606$7.4B0.34%Share
16WELLS FARGO & COMPANY/MN128,178$7.0B0.00%Share
17AMERIPRISE FINANCIAL INC136,355$7.0B0.00%Share
18Rockefeller Capital Management L.P.137,157$7.0B0.01%Share
19Stonebridge Wealth Management, LLC118,279$6.8B6.40%Share
20Avos Capital Management, LLC115,606$6.6B2.89%Share
21Prosperity Consulting Group, LLC112,149$6.4B0.29%Share
22WELLS FARGO & COMPANY/MN116,138$6.0B0.00%Share
23UBS Group AG104,182$6.0B0.00%Share
24Spectrum Wealth Advisory Group, LLC96,956$5.5B2.04%Share
25SEVEN MILE ADVISORY93,119$5.3B0.92%Share
26SMITH, MOORE & CO.92,756$5.3B0.40%Share
27Steward Partners Investment Advisory, LLC92,788$5.0B0.03%Share
28RAYMOND JAMES FINANCIAL INC97,557$5.0B0.00%Share
29Shore Point Advisors, LLC100,446$4.6B1.95%Share
30BKM Wealth Management, LLC79,660$4.6B1.67%Share
31Inlight Wealth Management, LLC76,069$4.4B1.59%Share
32Baird Financial Group, Inc.84,031$4.0B0.01%Share
33Leibman Financial Services, Inc.65,861$3.8B2.72%Share
34Discipline Wealth Solutions, LLC57,420$3.3B0.61%Share
35Econ Financial Services Corp56,831$3.3B1.63%Share
36Addison Advisors LLC56,132$3.2B0.72%Share
37Stratos Wealth Partners, LTD.56,042$3.2B0.04%Share
38United Advisor Group, LLC54,599$3.1B0.39%Share
39Great Point Wealth Advisors, LLC50,647$2.9B0.53%Share
40Haven Private, LLC49,664$2.8B1.24%Share
41Sterling Financial Planning, Inc.39,885$2.3B0.69%Share
42PINNACLE ASSOCIATES LTD38,357$2.2B0.03%Share
43Texas Yale Capital Corp.38,284$2.2B0.07%Share
44VISTA INVESTMENT MANAGEMENT36,115$2.1B0.68%Share
45Sound Stewardship, LLC35,896$2.1B0.98%Share
46ROYAL BANK OF CANADA35,217$2.0B0.00%Share
47FAMILY WEALTH PARTNERS, LLC34,845$2.0B0.72%Share
48FFG RETIREMENT ADVISORS LLC34,127$2.0B1.21%Share
49Marathon Strategic Advisors, LLC33,399$1.9B1.46%Share
50Waterfront Wealth Inc.24,003$1.5B0.28%Share

DGS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025241$393.0B+105
Q3 2025136$639.8B-73
Q2 2025209$786.4B-14
Q1 2025223$871.1B+27
Q4 2024196$9.7T+32
Q3 2024164$142.6T+4
Q2 2024160$47.5T+10
Q1 2024150$111.8T—

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As of Q4 2025, 50 institutional investors hold DGS (WisdomTree Emerging Markets SmallCap Dividend Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $26.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DGS?

As of Q4 2025, 50 institutional investors report holding DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DGS?

The largest institutional holder of DGS is BANK OF AMERICA CORP /DE/ with $26.0B in shares.

Is institutional ownership of DGS increasing or decreasing?

This quarter, 13 institutions opened new positions in DGS and 3 closed their positions.