WISDOMTREE TR (DGS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
244
Reporting holders
$1.1B
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $256.3M | 3,960,885 | 0.15% | 31q | -5.9%-$16.0M |
| BANK OF AMERICA CORP /DE/ | $83.9M | 1,296,488 | 0.01% | 31q | +1.1%+$903.4K |
| NATIONAL BANK OF CANADA /FI/ | $39.7M | 614,358 | 0.03% | 19q | +0.9%+$372.3K |
| MORGAN STANLEY | $36.8M | 568,016 | 0.00% | 35q | +2.1%+$766.6K |
| HighTower Advisors, LLC | $34.1M | 527,269 | 0.03% | 22q | +2.0%+$660.9K |
| ENVESTNET ASSET MANAGEMENT INC | $29.9M | 461,874 | 0.01% | 31q | +4.8%+$1.4M |
| Unison Advisors LLC | $29.0M | 448,588 | 2.02% | 31q | +0.8%+$222.5K |
| CAPTRUST FINANCIAL ADVISORS | $28.3M | 436,804 | 0.04% | 6q | +1.4%+$390.8K |
| LPL Financial LLC | $26.1M | 402,845 | 0.01% | 31q | -3.4%-$908.1K |
| FIFTH THIRD BANCORP | $24.5M | 379,216 | 0.04% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $24.0M | 370,671 | 0.03% | 26q | +1.0%+$229.9K |
| RAYMOND JAMES FINANCIAL INC | $21.8M | 336,448 | 0.01% | 7q | +4.7%+$976.7K |
| OLD MISSION CAPITAL LLC | $21.5M | 332,421 | 0.34% | 3q | +42.2%+$6.4M |
| Focus Partners Wealth | $21.2M | 327,954 | 0.02% | 7q | -0.6%-$117.6K |
| ASSETMARK, INC | $20.8M | 321,124 | 0.04% | 8q | +465297.1%+$20.8M |
| GREAT VALLEY ADVISOR GROUP, INC. | $20.0M | 308,550 | 0.32% | 16q | +1.3%+$262.1K |
| WELLS FARGO & COMPANY/MN | $16.9M | 261,905 | 0.00% | 31q | -47.4%-$15.3M |
| BIP Wealth, LLC | $10.7M | 164,935 | 0.30% | 14q | +6.8%+$682.3K |
| Cerity Partners LLC | $10.6M | 164,578 | 0.01% | 17q | -1.3%-$140.9K |
| Checchi Capital Advisers, LLC | $10.6M | 163,820 | 0.48% | 17q | +2.9%+$302.1K |
| Baker Ellis Asset Management LLC | $10.6M | 163,084 | 1.09% | 31q | -0.8%-$89.4K |
| AMERIPRISE FINANCIAL INC | $9.9M | 152,299 | 0.00% | 31q | -79.2%-$37.5M |
| Cascade Financial Partners, LLC | $9.8M | 151,624 | 0.85% | 10q | +5.2%+$487.8K |
| Portland Global Advisors LLC | $9.5M | 146,694 | 0.90% | 31q | +0.5%+$47.8K |
| Rockefeller Capital Management L.P. | $8.7M | 134,265 | 0.01% | 23q | -0.9%-$76.6K |
| Tortoise Investment Management, LLC | $8.3M | 128,217 | 0.62% | 31q | -2.2%-$189.1K |
| BLUELINE ADVISORS LLC | $8.1M | 125,091 | 5.61% | 3q | +6.1%+$466.0K |
| UBS Group AG | $8.0M | 123,043 | 0.00% | 31q | +5.5%+$415.2K |
| O'Connor Financial Group LLC | $7.9M | 122,017 | 2.79% | 14q | +0.6%+$49.3K |
| Bristlecone Value Partners, LLC | $7.7M | 118,729 | 6.18% | 3q | -1.0%-$81.4K |
| Discipline Wealth Solutions, LLC | $7.6M | 118,161 | 0.67% | 8q | -3.4%-$268.7K |
| Stonebridge Wealth Management, LLC | $7.6M | 117,940 | 6.83% | 5q | +0.6%+$48.9K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $7.4M | 113,641 | 1.98% | 15q | -3.7%-$280.7K |
| Csenge Advisory Group | $7.2M | 110,702 | 0.29% | 17q | -3.3%-$244.7K |
| BlackRock, Inc. | $6.2M | 95,927 | 0.00% | 5q | +48.1%+$2.0M |
| Steward Partners Investment Advisory, LLC | $6.1M | 94,814 | 0.03% | 29q | HELD |
| SMITH, MOORE & CO. | $6.1M | 84,547 | 0.40% | 31q | -10.1%-$685.7K |
| Prosperity Consulting Group, LLC | $6.0M | 92,842 | 0.23% | 10q | -10.3%-$687.7K |
| TRB Wealth Management, LLC | $5.6M | 86,696 | 0.75% | 2q | +2.7%+$147.5K |
| Shore Point Advisors, LLC | $5.6M | 109,806 | 1.90% | 19q | +5.4%+$285.7K |
| Spectrum Wealth Advisory Group, LLC | $5.5M | 85,575 | 1.58% | 8q | -3.3%-$191.6K |
| Leibman Financial Services, Inc. | $5.2M | 80,367 | 3.46% | 3q | +18.9%+$828.3K |
| Cetera Investment Advisers | $4.9M | 76,254 | 0.00% | 23q | +0.6%+$28.3K |
| BKM Wealth Management, LLC | $4.7M | 72,376 | 1.66% | 11q | -8.6%-$439.7K |
| MML INVESTORS SERVICES, LLC | $4.4M | 68,367 | 0.01% | 31q | +3.8%+$162.1K |
| Inlight Wealth Management, LLC | $4.4M | 67,498 | 1.39% | 7q | -4.6%-$209.3K |
| Econ Financial Services Corp | $4.4M | 67,391 | 2.04% | 3q | +0.6%+$28.1K |
| Causey Wealth LLC | $4.4M | 67,257 | 1.70% | 7q | -1.0%-$42.7K |
| Beckerman Institutional, LLC | $4.1M | 63,195 | 1.95% | 8q | -2.7%-$112.4K |
| Stratos Wealth Partners, LTD. | $3.7M | 57,744 | 0.04% | 19q | +3.1%+$112.3K |
| United Advisor Group, LLC | $3.5M | 54,683 | 0.37% | 10q | +0.9%+$31.7K |
| Premier Private Wealth Management LLC | $3.3M | 50,238 | 2.84% | 3q | +1.8%+$57.7K |
| Haven Private, LLC | $3.2M | 49,464 | 1.22% | 7q | -1.1%-$34.7K |
| Nicholas Hoffman & Company, LLC. | $3.1M | 47,511 | 0.06% | 31q | HELD |
| Occidental Asset Management, LLC | $3.0M | 46,063 | 0.30% | 13q | -0.6%-$17.7K |
| Midway Capital Research & Management | $2.9M | 45,268 | 2.33% | 3q | +1.9%+$55.3K |
| Kestra Advisory Services, LLC | $2.9M | 44,065 | 0.01% | 24q | +26.0%+$588.0K |
| Alpha Omega Wealth Management LLC | $2.8M | 43,252 | 0.43% | 21q | +0.6%+$17.0K |
| WESCAP Management Group, Inc. | $2.8M | 42,821 | 0.52% | 31q | -1.2%-$34.5K |
| Great Point Wealth Advisors, LLC | $2.7M | 41,317 | 0.43% | 30q | -8.2%-$237.4K |
| ROYAL BANK OF CANADA | $2.6M | 40,918 | 0.00% | 31q | +3.8%+$96.8K |
| Global Retirement Partners, LLC | $2.6M | 40,222 | 0.04% | 16q | HELD |
| Sterling Financial Planning, Inc. | $2.5M | 39,294 | 0.69% | 23q | -0.8%-$20.8K |
| STIFEL FINANCIAL CORP | $2.5M | 38,932 | 0.00% | 31q | +8.4%+$194.4K |
| Texas Yale Capital Corp. | $2.5M | 38,284 | 0.05% | 31q | HELD |
| VISTA INVESTMENT MANAGEMENT | $2.4M | 37,313 | 0.73% | 24q | +0.7%+$17.3K |
| Sound Stewardship, LLC | $2.4M | 37,097 | 0.99% | 15q | +6.9%+$155.8K |
| FFG RETIREMENT ADVISORS LLC | $2.3M | 35,756 | 1.22% | 15q | +0.8%+$18.2K |
| Marathon Strategic Advisors, LLC | $2.2M | 34,561 | 1.26% | 11q | HELD |
| FAMILY WEALTH PARTNERS, LLC | $2.2M | 33,792 | 0.67% | 11q | -1.0%-$21.7K |
| PINNACLE ASSOCIATES LTD | $2.2M | 33,699 | 0.02% | 31q | -0.9%-$19.4K |
| Corient Private Wealth LP | $2.0M | 31,388 | 0.00% | 15q | +87.3%+$946.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.0M | 30,674 | 0.03% | 31q | -2.2%-$44.4K |
| Waterfront Wealth Inc. | $2.0M | 30,203 | 0.30% | 23q | +6.5%+$119.7K |
| CITADEL ADVISORS LLC | $1.9M | 29,755 | 0.00% | new | NEW |
| Lifetime Wealth Management P.C. | $1.9M | 29,315 | 1.11% | 3q | +29.5%+$432.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.8M | 28,421 | 0.00% | 2q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $1.8M | 27,069 | 0.01% | 31q | -0.6%-$10.4K |
| Mariner, LLC | $1.7M | 25,871 | 0.00% | 12q | -35.8%-$934.9K |
| NorthCrest Asset Manangement, LLC | $1.6M | 25,433 | 0.04% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 19,218 | 0.00% | new | NEW |
| Lido Advisors, LLC | $1.4M | 21,906 | 0.00% | 4q | -3.0%-$44.6K |
| Addison Advisors LLC | $1.4M | 21,834 | 0.67% | 22q | -62.4%-$2.3M |
| Focus Partners Advisor Solutions, LLC | $1.4M | 21,037 | 0.01% | 18q | -40.5%-$927.1K |
| Financial Harvest, LLC | $1.3M | 20,786 | 0.56% | 5q | +3.2%+$42.0K |
| SHRIER WEALTH MANAGEMENT, LLC | $1.3M | 20,538 | 0.45% | 3q | HELD |
| Evanson Financial, LLC | $1.3M | 20,209 | 0.06% | new | FIRST |
| Baird Financial Group, Inc. | $1.3M | 20,158 | 0.00% | 17q | -3.0%-$40.4K |
| Three Bearings Fiduciary Advisors, Inc. | $1.3M | 20,151 | 1.17% | new | FIRST |
| Cornerstone Wealth Management, LLC | $1.3M | 19,712 | 0.05% | 12q | +0.6%+$7.6K |
| W1M Asset Management Ltd | $1.2M | 18,640 | 0.01% | 3q | -1.0%-$11.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 18,579 | 0.00% | 27q | -14.9%-$210.5K |
| WHITTIER TRUST CO | $1.1M | 17,494 | 0.01% | 31q | -16.1%-$218.7K |
| Perigon Wealth Management, LLC | $1.1M | 17,633 | 0.02% | 8q | -12.4%-$161.3K |
| Lodestone Wealth Management LLC | $1.1M | 16,315 | 0.37% | 6q | +1.7%+$17.1K |
| American Capital Advisory, LLC | $984.2K | 15,209 | 0.36% | 11q | -0.9%-$8.7K |
| Astra Wealth Partners LLC | $902.3K | 13,944 | 0.48% | 7q | +4.3%+$37.3K |
| Beacon Pointe Advisors, LLC | $889.9K | 13,752 | 0.00% | 3q | HELD |
| Everest Private Wealth | $878.8K | 13,581 | 0.33% | 7q | +5.4%+$44.8K |
| Avos Capital Management, LLC | $860.0K | 13,290 | 0.36% | 7q | -15.4%-$156.7K |
Showing the largest 100 of 255 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 244 | $1.1B | 17,007,119 | 12 | 87 | 74 | 0.0% |
| Q1 2026 | 247 | $1.1B | 17,879,612 | 15 | 76 | 78 | 0.0% |
| Q4 2025 | 240 | $979.5M | 17,114,981 | 18 | 74 | 57 | 0.0% |
| Q3 2025 | 220 | $992.5M | 17,316,271 | 16 | 60 | 71 | 0.0% |
| Q2 2025 | 215 | $984.1M | 17,821,444 | 23 | 55 | 75 | 0.0% |
| Q1 2025 | 208 | $969.3M | 20,064,546 | 16 | 54 | 79 | 0.0% |
| Q4 2024 | 227 | $1.2B | 23,582,739 | 14 | 70 | 67 | 0.0% |
| Q3 2024 | 212 | $1.5B | 28,263,105 | 22 | 71 | 58 | 0.1% |
| Q2 2024 | 208 | $1.6B | 30,716,657 | 20 | 64 | 65 | 0.0% |
| Q1 2024 | 200 | $2.1B | 40,742,647 | 21 | 64 | 53 | 0.0% |
| Q4 2023 | 189 | $2.4B | 47,377,026 | 11 | 61 | 62 | 0.1% |
| Q3 2023 | 174 | $2.1B | 45,658,543 | 18 | 57 | 52 | 0.1% |
| Q2 2023 | 167 | $2.0B | 43,791,368 | 9 | 62 | 49 | 0.1% |
| Q1 2023 | 170 | $1.9B | 41,937,888 | 24 | 56 | 39 | 0.1% |
| Q4 2022 | 148 | $1.7B | 39,532,459 | 15 | 48 | 48 | 0.2% |
| Q3 2022 | 175 | $1.5B | 38,387,492 | 11 | 71 | 54 | 0.3% |
| Q2 2022 | 184 | $1.6B | 36,763,960 | 22 | 70 | 55 | 0.2% |
| Q1 2022 | 191 | $1.8B | 34,314,167 | 25 | 73 | 47 | 0.3% |
| Q4 2021 | 191 | $1.7B | 31,724,226 | 16 | 75 | 46 | 0.2% |
| Q3 2021 | 180 | $1.5B | 27,795,746 | 19 | 71 | 52 | 0.1% |
| Q2 2021 | 171 | $1.4B | 25,775,135 | 20 | 75 | 35 | 0.1% |
| Q1 2021 | 169 | $1.2B | 23,317,079 | 25 | 51 | 52 | 0.1% |
| Q4 2020 | 162 | $1.0B | 21,487,055 | 25 | 41 | 57 | 0.1% |
| Q3 2020 | 148 | $840.9M | 20,341,948 | 16 | 39 | 65 | 0.0% |
| Q2 2020 | 151 | $792.0M | 20,281,715 | 19 | 42 | 65 | 0.0% |
| Q1 2020 | 163 | $641.6M | 19,392,735 | 14 | 41 | 73 | 0.1% |
| Q4 2019 | 198 | $947.9M | 19,831,497 | 22 | 62 | 59 | 0.1% |
| Q3 2019 | 172 | $757.7M | 17,089,949 | 9 | 72 | 53 | 0.1% |
| Q2 2019 | 177 | $673.4M | 14,289,662 | 9 | 73 | 49 | 0.2% |
| Q1 2019 | 185 | $571.2M | 12,022,488 | 26 | 60 | 57 | 0.3% |
| Q4 2018 | 182 | $494.6M | 11,785,752 | 4 | 5 | 3 | 0.1% |