DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DGS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
255
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
-5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PARK AVENUE SECURITIES LLC | $17.6M | 271,602 | 0.11% | 25q | +4.3%+$727.1K |
| WELLS FARGO & COMPANY/MN | $16.9M | 261,905 | 0.00% | 31q | +5.2%+$839.5K |
| Cambridge Investment Research Advisors, Inc. | $16.1M | 248,897 | 0.02% | 31q | +104.4%+$8.2M |
| 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 | -58.4%-$13.8M |
| 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 |
| Janney Montgomery Scott LLC | $3.0M | 46,876 | 0.01% | 31q | +2.0%+$60.6K |
| 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | $2.1M | 32,753 | 0.54% | 12q | +3.4%+$69.1K |
| 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 incl. $220.0K options CALL | 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% | 3q | -5.5%-$76.4K |
| 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 |
| Corient Private Wealth LP | $1.0M | 15,680 | 0.00% | 15q | -6.4%-$69.9K |
| BOSTON FAMILY OFFICE LLC | $1.0M | 15,488 | 0.06% | 31q | -4.6%-$47.9K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 93 | $214.9M | 3,449,216 | 8 | 26 | 29 | 0.0% |
| Q2 2026 | 255 | $1.1B | 17,641,051 | 12 | 93 | 76 | 0.0% |
| Q1 2026 | 260 | $1.1B | 17,802,287 | 15 | 82 | 82 | 0.0% |
| Q4 2025 | 255 | $1.0B | 17,644,769 | 19 | 79 | 60 | 0.0% |
| Q3 2025 | 234 | $1.0B | 17,778,283 | 17 | 65 | 74 | 0.0% |
| Q2 2025 | 233 | $1.0B | 18,657,449 | 24 | 62 | 79 | 0.0% |
| Q1 2025 | 227 | $997.4M | 20,647,225 | 18 | 63 | 83 | 0.0% |
| Q4 2024 | 246 | $1.2B | 24,210,266 | 14 | 78 | 73 | 0.0% |
| Q3 2024 | 234 | $1.6B | 28,880,370 | 22 | 80 | 66 | 0.1% |
| Q2 2024 | 231 | $1.6B | 31,323,619 | 24 | 72 | 73 | 0.0% |
| Q1 2024 | 224 | $2.1B | 41,376,512 | 23 | 73 | 61 | 0.0% |
| Q4 2023 | 214 | $2.4B | 48,137,545 | 13 | 69 | 69 | 0.1% |
| Q3 2023 | 199 | $2.1B | 46,382,412 | 20 | 68 | 58 | 0.0% |
| Q2 2023 | 193 | $2.1B | 44,600,451 | 13 | 68 | 61 | 0.1% |
| Q1 2023 | 197 | $2.0B | 42,990,917 | 27 | 69 | 47 | 0.1% |
| Q4 2022 | 181 | $1.8B | 40,690,568 | 19 | 60 | 61 | 0.2% |
| Q3 2022 | 172 | $2.0B | 49,643,350 | 11 | 68 | 55 | 0.2% |
| Q2 2022 | 182 | $4.8B | 107,155,341 | 22 | 70 | 54 | 0.1% |
| Q1 2022 | 188 | $6.1B | 113,389,747 | 23 | 73 | 47 | 0.1% |
| Q4 2021 | 189 | $2.2B | 41,193,078 | 16 | 74 | 46 | 0.2% |
| Q3 2021 | 179 | $3.3B | 61,836,515 | 19 | 71 | 52 | 0.0% |
| Q2 2021 | 170 | $3.0B | 55,538,186 | 20 | 74 | 36 | 0.0% |
| Q1 2021 | 166 | $1.6B | 31,214,594 | 24 | 50 | 52 | 0.1% |
| Q4 2020 | 161 | $1.5B | 30,491,885 | 25 | 41 | 57 | 0.1% |
| Q3 2020 | 147 | $1.3B | 30,533,001 | 16 | 39 | 65 | 0.0% |
| Q2 2020 | 150 | $974.0M | 24,945,560 | 18 | 42 | 65 | 0.0% |
| Q1 2020 | 163 | $870.5M | 26,321,799 | 14 | 41 | 73 | 0.1% |
| Q4 2019 | 198 | $1.3B | 26,660,661 | 22 | 62 | 59 | 0.1% |
| Q3 2019 | 172 | $1.2B | 27,101,927 | 9 | 72 | 53 | 0.0% |
| Q2 2019 | 177 | $1.2B | 24,679,262 | 9 | 73 | 49 | 0.1% |
| Q1 2019 | 185 | $1.1B | 22,579,920 | 26 | 60 | 57 | 0.1% |
| Q4 2018 | 182 | $870.0M | 20,747,781 | 4 | 5 | 3 | 0.1% |