13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
DGS

WISDOMTREE EM SMALL CAP

270 institutions still hold WISDOMTREE EM SMALL CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W281·Exchange Traded Fund·270 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.1%
vs prior quarter
13F value held
$725M
52.0% inst. owned
of float
Holders
270
-94 QoQ
filers reporting
Activity
+13 / −57
+856 added · −729 reduced
this quarter
Concentration
34.87%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

270 institutions reported DGS in Q1 2026. Creative Planning leads at 34.9% of the visible book. -94 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$253M4.2M0.17%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$77M1.3M0.01%Q1 202603
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$37M609K0.03%Q1 202604
MORGAN STANLEY
CIK 0000895421
$33M556K0.00%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$31M517K0.03%Q1 202606
Unison Advisors LLC
CIK 0001695818
$27M445K2.03%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M441K0.01%Q1 202608
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$26M431K0.05%Q1 202609
LPL Financial LLC
CIK 0001403438
$25M417K0.01%Q1 202610
FIFTH THIRD BANCORP
CIK 0000035527
$23M379K0.04%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$22M367K0.03%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M366K0.01%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M321K0.01%Q1 202614
Focus Partners Wealth
CIK 0001542153
$19M327K0.02%Q4 202515
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$18M305K0.33%Q1 202616
BOSTON FINANCIAL MANGEMENT LLC
CIK 0001053055
$18M367K0.54%Q4 202417
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M249K0.00%Q1 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$14M234K0.22%Q1 202619
Cerity Partners LLC
CIK 0001566475
$10M167K0.01%Q1 202620
Baker Ellis Asset Management LLC
CIK 0001365559
$10M164K1.17%Q1 2026
Page 1 of 14
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