Who Owns WISDOM E/M SMCP DIV ETF (DGS)? -- Institutional Holders (2026-06-30)

270 institutions reported holding $1.13B of WISDOM E/M SMCP DIV ETF (DGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($256.3M), BANK OF AMERICA CORP /DE/ ($83.9M), NATIONAL BANK OF CANADA /FI/ ($39.7M), MORGAN STANLEY ($36.8M), HighTower Advisors, LLC ($34.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Creative Planning$256.3M4.0MTrimmed
2BANK OF AMERICA CORP /DE/$83.9M1.3MAdded
3NATIONAL BANK OF CANADA /FI/$39.7M614,358Added
4MORGAN STANLEY$36.8M568,016Added
5HighTower Advisors, LLC$34.1M527,269Added
6ENVESTNET ASSET MANAGEMENT INC$29.9M461,874Added
7Unison Advisors LLC$29.0M448,588Added
8CAPTRUST FINANCIAL ADVISORS$28.3M436,804Added
9LPL Financial LLC$26.1M402,845Trimmed
10FIFTH THIRD BANCORP$24.5M379,216Added
11OSAIC HOLDINGS, INC.$24.0M370,671Added
12RAYMOND JAMES FINANCIAL INC$21.8M336,448Added
13OLD MISSION CAPITAL LLC$21.5M332,421Added
14Focus Partners Wealth$21.2M327,954Trimmed
15ASSETMARK, INC$20.8M321,124Added
16GREAT VALLEY ADVISOR GROUP, INC.$20.0M308,550Added
17PARK AVENUE SECURITIES LLC$17.6M271,602Added
18WELLS FARGO & COMPANY/MN$16.9M261,905Added
19BIP Wealth, LLC$10.7M164,935Added
20Cerity Partners LLC$10.6M164,578Trimmed
21Checchi Capital Advisers, LLC$10.6M163,820Added
22Baker Ellis Asset Management LLC$10.6M163,084Trimmed
23AMERIPRISE FINANCIAL INC$9.9M152,299Trimmed
24Cascade Financial Partners, LLC$9.8M151,624Added
25Portland Global Advisors LLC$9.5M146,694Added

Source: SEC Form 13F filings · as of 2026-06-30