Who owns WisdomTree Emerging Markets SmallCap Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DGS from SEC Form 13F filings across 254 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 254 institutions disclosed 17.5M shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.13B — about 60.2% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
254
13F holders
$1.13B
value, 2026 filers
60.2%
of shares outstanding (17.5M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DGS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4.0M | $256.3M | 0.1% | 13.6% | -5.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.3M | $83.9M | 0.0% | 4.5% | +1.1% |
| 3 | NATIONAL BANK OF CANADA /FI/ | 614,358 | $39.7M | 0.0% | 2.1% | +0.9% |
| 4 | MORGAN STANLEY | 568,016 | $36.8M | 0.0% | 2% | +2.1% |
| 5 | HighTower Advisors, LLC | 527,269 | $34.1M | 0.0% | 1.8% | +2.0% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 461,874 | $29.9M | 0.0% | 1.6% | +4.8% |
| 7 | Unison Advisors LLC | 448,588 | $29.0M | 2.0% | 1.5% | +0.8% |
| 8 | CAPTRUST FINANCIAL ADVISORS | 436,804 | $28.3M | 0.0% | 1.5% | +1.4% |
| 9 | LPL Financial LLC | 402,845 | $26.1M | 0.0% | 1.4% | -3.4% |
| 10 | FIFTH THIRD BANCORP | 379,216 | $24.5M | 0.0% | 1.3% | +0.2% |
| 11 | OSAIC HOLDINGS, INC. | 370,671 | $24.0M | 0.0% | 1.3% | +1.0% |
| 12 | RAYMOND JAMES FINANCIAL INC | 336,448 | $21.8M | 0.0% | 1.2% | +4.7% |
| 13 | OLD MISSION CAPITAL LLC | 332,421 | $21.5M | 0.3% | 1.1% | +42.2% |
| 14 | Focus Partners Wealth | 327,954 | $21.2M | 0.0% | 1.1% | -0.6% |
| 15 | ASSETMARK, INC | 321,124 | $20.8M | 0.0% | 1.1% | +465297.1% |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | 308,550 | $20.0M | 0.3% | 1.1% | +1.3% |
| 17 | PARK AVENUE SECURITIES LLC | 271,602 | $17.6M | 0.1% | 0.9% | +4.3% |
| 18 | WELLS FARGO & COMPANY/MN | 261,905 | $16.9M | 0.0% | 0.9% | +5.2% |
| 19 | BIP Wealth, LLC | 164,935 | $10.7M | 0.3% | 0.6% | +6.8% |
| 20 | Cerity Partners LLC | 164,578 | $10.6M | 0.0% | 0.6% | -1.3% |
| 21 | Checchi Capital Advisers, LLC | 163,820 | $10.6M | 0.5% | 0.6% | +2.9% |
| 22 | Baker Ellis Asset Management LLC | 163,084 | $10.6M | 1.1% | 0.6% | -0.8% |
| 23 | AMERIPRISE FINANCIAL INC | 152,299 | $9.9M | 0.0% | 0.5% | -58.4% |
| 24 | Cascade Financial Partners, LLC | 151,624 | $9.8M | 0.9% | 0.5% | +5.2% |
| 25 | Portland Global Advisors LLC | 146,694 | $9.5M | 0.9% | 0.5% | +0.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.