DGS institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding253
Shares held17,633,087
Reported value$1.1bn
Quarter flows16 new, 100 added, 80 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Creative Planning3,960,885$256.3m0.1%
BANK OF AMERICA CORP /DE/1,296,488$83.9m0.0%
NATIONAL BANK OF CANADA /FI/614,358$39.7m0.0%
MORGAN STANLEY568,016$36.8m0.0%
HighTower Advisors, LLC527,269$34.1m0.0%
ENVESTNET ASSET MANAGEMENT INC461,874$29.9m0.0%
Unison Advisors LLC448,588$29.0m2.0%
CAPTRUST FINANCIAL ADVISORS436,804$28.3m0.0%
LPL Financial LLC402,845$26.1m0.0%
FIFTH THIRD BANCORP379,216$24.5m0.0%
OSAIC HOLDINGS, INC.370,671$24.0m0.0%
RAYMOND JAMES FINANCIAL INC336,448$21.8m0.0%
OLD MISSION CAPITAL LLC332,421$21.5m0.3%
Focus Partners Wealth327,954$21.2m0.0%
ASSETMARK, INC321,124$20.8m0.0%
GREAT VALLEY ADVISOR GROUP, INC.308,550$20.0m0.3%
PARK AVENUE SECURITIES LLC271,602$17.6m0.1%
WELLS FARGO & COMPANY/MN261,905$16.9m0.0%
Cambridge Investment Research Advisors, Inc.248,897$16.1m0.0%
BIP Wealth, LLC164,935$10.7m0.3%
Cerity Partners LLC164,578$10.6m0.0%
Checchi Capital Advisers, LLC163,820$10.6m0.5%
Baker Ellis Asset Management LLC163,084$10.6m1.1%
AMERIPRISE FINANCIAL INC152,299$9.9m0.0%
Cascade Financial Partners, LLC151,624$9.8m0.9%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DGS"). DGS price history · All 13F data

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