WisdomTree Emerging Markets SmallCap Dividend Fund is an exchange-traded fund on ARCA. As of Q3 2025, 226 institutional investors hold shares in this ETF, with total holdings valued at $1.0B. Creative Planning is the largest holder with a position valued at $283.1M.
Overview of institutional ownership in DGS as of Q3 2025
Institutions with the largest positions in DGS as of Q3 2025
| Institution | Position Value |
|---|---|
Creative Planning RIA/Wealth | $283.1M 0.22% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $65.1M 0.00% of portfolio |
N NATIONAL BANK OF CANADA /FI/ Institution | $32.5M 0.04% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $29.1M 0.03% of portfolio |
MORGAN STANLEY RIA/Wealth | $28.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $26.6M 0.01% of portfolio |
Unison Advisors LLC RIA/Wealth | $25.2M 2.31% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $22.8M 0.01% of portfolio |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $22.1M 0.05% of portfolio |
A Advisor Group Holdings, Inc. Institution | $21.4M 0.03% of portfolio |
Institutional buying and selling activity for DGS in Q3 2025
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$19.7M +345.7K shares |
Spectrum Wealth Advisory Group, LLC RIA/Wealth | +$15.5M +271.5K shares |
AMERIPRISE FINANCIAL INC Institution | +$13.1M +229.0K shares |
SEVEN MILE ADVISORY RIA/Wealth | +$5.2M +91.2K shares |
Diversify Advisory Services, LLC RIA/Wealth | +$3.0M +53.4K shares |
L LPL Financial LLC Institution | +$2.6M +45.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.0M +34.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.7M +29.3K shares |
Buckingham Strategic Partners RIA/Wealth | +$1.6M +27.8K shares |
Lido Advisors, LLC RIA/Wealth | +$1.3M +22.1K shares |
| Institution | Net Sold |
|---|---|
Creative Planning RIA/Wealth | −$26.7M −468.2K shares |
F FLOW TRADERS U.S. LLC Institution | −$13.0M −234.5K shares |
Unison Advisors LLC RIA/Wealth | −$5.3M −92.0K shares |
O OLD MISSION CAPITAL LLC Institution | −$3.6M −65.1K shares |
C Colony Group, LLC Institution | −$1.8M −31.9K shares |
R ROYAL BANK OF CANADA Institution | −$1.3M −22.8K shares |
Great Point Wealth Advisors, LLC RIA/Wealth | −$1.3M −22.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.3M −22.1K shares |
BIP Wealth, LLC RIA/Wealth | −$1.2M −21.0K shares |
C CI Private Wealth, LLC RIA/Wealth | −$855.9K −15.0K shares |
Institutions that initiated new positions or completely exited DGS in Q3 2025
| Institution | Position Value |
|---|---|
SEVEN MILE ADVISORY RIA/Wealth | $5.2M 91.2K shares |
Diversify Advisory Services, LLC RIA/Wealth | $3.0M 53.4K shares |
Lido Advisors, LLC RIA/Wealth | $1.3M 22.1K shares |
NOVEM GROUP RIA/Wealth | $211.6K 3.7K shares |
Heartwood Wealth Advisors LLC RIA/Wealth | $118.2K 2.1K shares |
CX Institutional RIA/Wealth | $67.2K 1.2K shares |
Union Bankshares Corp Institution | $41.7K 730.0 shares |
Steigerwald, Gordon & Koch Inc. RIA/Wealth | $5.2K 90.0 shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $13.0M 234.5K shares |
O OLD MISSION CAPITAL LLC Institution | $3.6M 65.1K shares |
C Cove Private Wealth, LLC Institution | $325.9K 5.9K shares |
Armis Advisers, LLC RIA/Wealth | $221.7K 4.0K shares |
NorthRock Partners, LLC RIA/Wealth | $77.9K 1.4K shares |
Kimelman & Baird, LLC RIA/Wealth | $42.1K 763.0 shares |
Promus Capital, LLC RIA/Wealth | $30.3K 548.0 shares |
Ridgewood Investments LLC RIA/Wealth | $11.4K 206.0 shares |
Milestone Group, Inc. RIA/Wealth | $6.7K 121.0 shares |
SALEM INVESTMENT COUNSELORS INC RIA/Wealth | $2.4K 43.0 shares |
Institutions with the largest Call and Put options positions in DGS as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DGS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Spectrum Wealth Advisory Group, LLC RIA/Wealth | 8.36% $20.3M |
S Stonebridge Wealth Management, LLC RIA/Wealth | 5.86% $6.8M |
O'Connor Financial Group LLC RIA/Wealth | 3.10% $6.8M |
Avos Capital Management, LLC Hedge Fund•Sector | 3.07% $6.6M |
Neumann Capital Management, LLC RIA/Wealth | 2.68% $9.2M |
I Inlight Wealth Management, LLC RIA/Wealth | 2.36% $5.0M |
Unison Advisors LLC RIA/Wealth | 2.31% $25.2M |
B Beckerman Institutional, LLC Institution | 2.17% $3.7M |
Shore Point Advisors, LLC RIA/Wealth | 1.99% $4.5M |
rebel Financial LLC RIA/Wealth | 1.89% $4.0M |
Discover hedge funds investing in DGS

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $65.8M | 30.72% | |
ETF ETF | $17.9M | 8.36% | |
ETF ETF | $14.1M | 6.58% |
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