Who Owns WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)? -- Institutional Holders (2026-03-31)

Name: WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Holders (2026-03-31)
Creator: ko.io

266 institutions reported holding $1.06B of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($252.9M), BANK OF AMERICA CORP /DE/ ($77.1M), NATIONAL BANK OF CANADA /FI/ ($36.6M), MORGAN STANLEY ($33.4M), HighTower Advisors, LLC ($31.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Creative Planning	$252.9M	4.2M	Trimmed
2	BANK OF AMERICA CORP /DE/	$77.1M	1.3M	Added
3	NATIONAL BANK OF CANADA /FI/	$36.6M	608,600	Added
4	MORGAN STANLEY	$33.4M	556,169	Added
5	HighTower Advisors, LLC	$31.1M	517,055	Added
6	Unison Advisors LLC	$26.8M	445,149	Added
7	ENVESTNET ASSET MANAGEMENT INC	$26.5M	440,521	Added
8	CAPTRUST FINANCIAL ADVISORS	$25.9M	430,764	Added
9	LPL Financial LLC	$25.1M	416,879	Trimmed
10	FIFTH THIRD BANCORP	$22.7M	378,528	Added
11	OSAIC HOLDINGS, INC.	$22.1M	367,119	Trimmed
12	AMERIPRISE FINANCIAL INC	$22.0M	365,698	Added
13	Focus Partners Wealth	$19.8M	329,771	Added
14	RAYMOND JAMES FINANCIAL INC	$19.3M	321,354	Added
15	GREAT VALLEY ADVISOR GROUP, INC.	$18.3M	304,500	Added
16	PARK AVENUE SECURITIES LLC	$15.6M	260,365	Added
17	WELLS FARGO & COMPANY/MN	$15.0M	248,932	Added
18	OLD MISSION CAPITAL LLC	$14.1M	233,815	Added
19	Cerity Partners LLC	$10.0M	166,756	Trimmed
20	Baker Ellis Asset Management LLC	$9.9M	164,465	Added
21	Checchi Capital Advisers, LLC	$9.6M	159,151	Trimmed
22	Neumann Capital Management, LLC	$9.5M	157,417	Trimmed
23	BIP Wealth, LLC	$9.3M	154,391	Trimmed
24	Portland Global Advisors LLC	$8.8M	145,956	Added
25	Cascade Financial Partners, LLC	$8.7M	144,086	Added

Source: SEC Form 13F filings · as of 2026-03-31