DGS WISDOMTREE EMERGING MARKETS
common
CUSIP: 97717W281
FIGI: BBG000Q3FFR5
Institutional Holders245
Total Institutional Value$958,842,825
Total Shares Held17,249,345
Avg Position$3,913,644
Top 5 Holders %43.5%
Alpha-Weighted Score67.6
New Positions+17
Exited Positions-12
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| CREATIVE PLANNING | High Conviction | Significant Flow | $258,517,536 (27.0%) | 4,516,379 | -8.7% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $66,631,108 (6.9%) | 1,164,066 | -48.8% |
| NATIONAL BANK OF CANADA /FI/ | Moderate Conviction | Market Mover | $32,984,437 (3.4%) | 577,358 | - |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $29,969,493 (3.1%) | 523,575 | 6.0% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $29,248,529 (3.1%) | 510,981 | - |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $25,443,087 (2.7%) | 444,498 | -4.5% |
| UNISON ADVISORS LLC | High Conviction | Low Flow | $25,441,126 (2.7%) | 444,464 | - |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $23,734,285 (2.5%) | 414,645 | 4.0% |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $22,913,080 (2.4%) | 400,298 | 3.6% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $21,443,790 (2.2%) | 374,623 | -6.9% |
| FIFTH THIRD BANCORP | High Conviction | Significant Flow | $20,755,682 (2.2%) | 362,608 | 6.8% |
| COLONY GROUP, LLC | High Conviction | Significant Flow | $18,732,392 (2.0%) | 327,260 | 4,956.5% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $17,531,048 (1.8%) | 306,273 | 11.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | High Conviction | Moderate Flow | $16,591,645 (1.7%) | 289,854 | - |
| TORTOISE INVESTMENT MANAGEMENT, LLC | High Conviction | Low Flow | $16,334,428 (1.7%) | 285,367 | 3.1% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $13,984,659 (1.5%) | 244,316 | 3.1% |
| BIP WEALTH, LLC | High Conviction | Low Flow | $9,964,280 (1.0%) | 174,079 | -5.2% |
| HPM PARTNERS LLC | High Conviction | Market Mover | $9,850,388 (1.0%) | 172,089 | -2.2% |
| CHECCHI CAPITAL ADVISERS, LLC | High Conviction | Low Flow | $9,730,056 (1.0%) | 169,987 | 13.0% |
| NEUMANN CAPITAL MANAGEMENT, LLC | High Conviction | Minimal Flow | $9,017,647 (0.9%) | 157,541 | - |
| BAKER ELLIS ASSET MANAGEMENT LLC | High Conviction | Low Flow | $8,840,096 (0.9%) | 154,439 | 8.2% |
| PORTLAND GLOBAL ADVISORS LLC | High Conviction | Minimal Flow | $8,230,769 (0.9%) | 143,794 | - |
| EFFICIENT ADVISORS, LLC | High Conviction | Minimal Flow | $8,064,715 (0.8%) | 140,893 | -21.2% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $7,854,337 (0.8%) | 137,217 | 3.2% |
| CASCADE FINANCIAL PARTNERS, LLC | High Conviction | Low Flow | $7,848,706 (0.8%) | 137,119 | - |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $7,802,045 (0.8%) | 136,355 | -63.3% |
| O'CONNOR FINANCIAL GROUP LLC | Elite Conviction | Minimal Flow | $7,432,962 (0.8%) | 121,493 | 9.0% |
| CSENGE ADVISORY GROUP | High Conviction | Low Flow | $7,418,639 (0.8%) | 129,606 | -8.9% |
| Stonebridge Wealth Management, LLC | High Conviction | Minimal Flow | $6,770,306 (0.7%) | 118,279 | - |
| Avos Capital Management, LLC (CIK 0001948622) | High Conviction | Minimal Flow | $6,617,290 (0.7%) | 115,606 | - |
| PROSPERITY CONSULTING GROUP, LLC | High Conviction | Low Flow | $6,419,392 (0.7%) | 112,149 | -3.9% |
| UBS Group AG | Moderate Conviction | Market Mover | $5,985,530 (0.6%) | 104,569 | -8.5% |
| SPECTRUM WEALTH ADVISORY GROUP, LLC | High Conviction | Minimal Flow | $5,549,719 (0.6%) | 96,956 | -72.6% |
| SEVEN MILE ADVISORY | High Conviction | Low Flow | $5,330,128 (0.6%) | 93,119 | 2.4% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | High Conviction | Significant Flow | $5,311,195 (0.6%) | 92,788 | - |
| SMITH, MOORE & CO. | High Conviction | Low Flow | $5,309,364 (0.6%) | 92,756 | 3.9% |
| BAIRD FINANCIAL GROUP, INC. | High Conviction | Significant Flow | $4,809,936 (0.5%) | 84,031 | -6.4% |
| SHORE POINT ADVISORS, LLC | High Conviction | Minimal Flow | $4,616,425 (0.5%) | 100,446 | 2.6% |
| BKM WEALTH MANAGEMENT, LLC | High Conviction | Minimal Flow | $4,559,788 (0.5%) | 79,660 | 2.6% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $4,359,293 (0.5%) | 76,158 | 2.8% |
| INLIGHT WEALTH MANAGEMENT, LLC | High Conviction | Minimal Flow | $4,354,190 (0.5%) | 76,069 | -13.2% |
| Beckerman Institutional, LLC | High Conviction | Minimal Flow | $3,783,985 (0.4%) | 66,107 | 2.8% |
| LEIBMAN FINANCIAL SERVICES, INC. | High Conviction | Minimal Flow | $3,769,906 (0.4%) | 65,861 | NEW |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $3,693,462 (0.4%) | 64,526 | -3.1% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | High Conviction | Minimal Flow | $3,286,694 (0.3%) | 57,420 | 217.9% |
| ECON FINANCIAL SERVICES CORP | High Conviction | Minimal Flow | $3,253,006 (0.3%) | 56,831 | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $3,245,258 (0.3%) | 55,565 | 5.3% |
| ADDISON ADVISORS LLC | High Conviction | Low Flow | $3,212,996 (0.3%) | 56,132 | 8.2% |
| STRATOS WEALTH PARTNERS, LTD. | High Conviction | Moderate Flow | $3,207,897 (0.3%) | 56,042 | 9.2% |
| UNITED ADVISOR GROUP, LLC | High Conviction | Low Flow | $3,125,260 (0.3%) | 54,599 | -7.2% |
| GREAT POINT WEALTH ADVISORS, LLC | Elite Conviction | Minimal Flow | $2,899,057 (0.3%) | 50,647 | -5.0% |
| Haven Private, LLC (CIK 0002053665) | High Conviction | Minimal Flow | $2,842,767 (0.3%) | 49,664 | - |
| NICHOLAS HOFFMAN & COMPANY, LLC. | Elite Conviction | Low Flow | $2,720,407 (0.3%) | 47,526 | - |
| WESCAP MANAGEMENT GROUP, INC. | High Conviction | Minimal Flow | $2,494,658 (0.3%) | 43,582 | -2.4% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $2,396,894 (0.2%) | 41,874 | - |
| ALPHA OMEGA WEALTH MANAGEMENT LLC | High Conviction | Low Flow | $2,396,363 (0.2%) | 41,865 | -49.4% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $2,326,000 (0.2%) | 40,630 | -68.2% |
| GLOBAL RETIREMENT PARTNERS, LLC | High Conviction | Moderate Flow | $2,309,004 (0.2%) | 40,339 | - |
| STERLING FINANCIAL PLANNING, INC. | High Conviction | Minimal Flow | $2,283,022 (0.2%) | 39,885 | - |
| PINNACLE ASSOCIATES LTD | High Conviction | Moderate Flow | $2,195,541 (0.2%) | 38,357 | - |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $2,195,180 (0.2%) | 38,350 | 81.4% |
| YALE CAPITAL CORP | Elite Conviction | Low Flow | $2,191,357 (0.2%) | 38,284 | - |
| BUCKINGHAM STRATEGIC PARTNERS | High Conviction | Moderate Flow | $2,068,618 (0.2%) | 36,139 | -47.1% |
| VISTA INVESTMENT MANAGEMENT | High Conviction | Minimal Flow | $2,067,222 (0.2%) | 36,115 | 4.0% |
| SOUND STEWARDSHIP, LLC | High Conviction | Minimal Flow | $2,054,706 (0.2%) | 35,896 | - |
| FAMILY WEALTH PARTNERS, LLC | High Conviction | Minimal Flow | $1,994,541 (0.2%) | 34,845 | - |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $1,992,254 (0.2%) | 34,800 | 7.8% |
| FFG RETIREMENT ADVISORS LLC | High Conviction | Minimal Flow | $1,953,429 (0.2%) | 34,127 | - |
| MARATHON STRATEGIC ADVISORS, LLC | High Conviction | Minimal Flow | $1,911,758 (0.2%) | 33,399 | 3.6% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $1,851,340 (0.2%) | 32,343 | - |
| EMPIRICAL FINANCIAL SERVICES, LLC | High Conviction | Moderate Flow | $1,772,374 (0.2%) | 30,964 | - |
| JOHNSON INVESTMENT COUNSEL INC | High Conviction | Moderate Flow | $1,592,932 (0.2%) | 27,829 | - |
| WATERFRONT WEALTH INC. | High Conviction | Low Flow | $1,480,014 (0.2%) | 24,003 | 15.0% |
| LIDO ADVISORS, LLC | High Conviction | Significant Flow | $1,300,928 (0.1%) | 22,731 | 3.3% |
| WHITTIER TRUST CO | High Conviction | Moderate Flow | $1,240,522 (0.1%) | 21,240 | -7.3% |
| EVANSON ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $1,205,114 (0.1%) | 21,054 | - |
| PERIGON WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $1,138,097 (0.1%) | 19,883 | - |
| CORNERSTONE WEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $1,123,917 (0.1%) | 19,635 | - |
| Financial Harvest, LLC (CIK 0002052933) | High Conviction | Minimal Flow | $1,111,505 (0.1%) | 19,418 | 9.7% |
| OLD MISSION CAPITAL LLC | High Conviction | Moderate Flow | $1,089,563 (0.1%) | 19,035 | NEW |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | High Conviction | Moderate Flow | $1,078,987 (0.1%) | 18,870 | NEW |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $1,068,200 (0.1%) | 18,662 | 97,452.5% |
| AMERICAN CAPITAL ADVISORY, LLC | High Conviction | Low Flow | $876,574 (0.1%) | 15,314 | 2.7% |
| LODESTONE WEALTH MANAGEMENT LLC | High Conviction | Low Flow | $871,078 (0.1%) | 15,218 | -3.2% |
| MFA WEALTH ADVISORS, LLC | High Conviction | Minimal Flow | $845,025 (0.1%) | 14,763 | -27.2% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $789,798 (0.1%) | 13,798 | 267.9% |
| MODERA WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $750,968 (0.1%) | 13,120 | - |
| BILTMORE FAMILY OFFICE, LLC | High Conviction | Low Flow | $747,211 (0.1%) | 13,054 | - |
| BEACON POINTE ADVISORS, LLC | High Conviction | Significant Flow | $741,602 (0.1%) | 12,956 | NEW |
| COVENANT ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $735,363 (0.1%) | 12,847 | -12.9% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | High Conviction | Low Flow | $725,288 (0.1%) | 12,671 | - |
| Astra Wealth Partners LLC (CIK 0002054825) | High Conviction | Minimal Flow | $722,732 (0.1%) | 12,626 | -45.3% |
| SIMON QUICK ADVISORS, LLC | High Conviction | Low Flow | $679,611 (0.1%) | 11,873 | -49.1% |
| Everest Management Corp. | High Conviction | Minimal Flow | $666,612 (0.1%) | 11,646 | - |
| DIVERSIFY ADVISORY SERVICES, LLC | High Conviction | Moderate Flow | $662,854 (0.1%) | 11,169 | -78.2% |
| MATISSE CAPITAL | High Conviction | Minimal Flow | $659,290 (0.1%) | 11,518 | - |
| EASTERN BANK | High Conviction | Moderate Flow | $658,718 (0.1%) | 11,508 | -58.3% |
| WADDELL & ASSOCIATES, LLC | High Conviction | Low Flow | $639,722 (0.1%) | 11,176 | NEW |
| NWAM LLC | High Conviction | Moderate Flow | $637,359 (0.1%) | 10,335 | 11.8% |
| OHE FINANCIAL INC | High Conviction | Low Flow | $612,431 (0.1%) | 10,699 | 6.9% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 241 | $0.96B | 17,249,565 | $55.59 |
| Q3 25 | 227 | $1.05B | 18,915,578 | $55.72 |
| Q2 25 | 228 | $1.03B | 19,506,025 | $52.88 |
| Q1 25 | 222 | $1.00B | 21,411,998 | $46.85 |
| Q4 24 | 242 | $1.24B | 25,862,385 | $47.77 |
| Q3 24 | 233 | $1.63B | 30,945,559 | $52.61 |
| Q2 24 | 229 | $1.66B | 32,880,427 | $50.49 |
| Q1 24 | 224 | $2.08B | 41,559,996 | $50.14 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.