WisdomTree Trust - DGS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.06B

QoQ value delta ($000)

+$60.35M (+6.03%)

Implied price effect (QoQ)

+4.72%

Total shares

17,696,465

QoQ shares delta

+219,197 (+1.25%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 255 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Creative Planning	252,915	4,208,248	0.17%
BANK OF AMERICA CORP /DE/	77,079	1,282,527	0.01%
NATIONAL BANK OF CANADA /FI/	36,576	608,600	0.03%
MORGAN STANLEY	33,425	556,169	0.0%
HighTower Advisors, LLC	31,074	517,055	0.03%
Unison Advisors LLC	26,753	445,149	2.03%
ENVESTNET ASSET MANAGEMENT INC	26,475	440,521	0.01%
CAPTRUST FINANCIAL ADVISORS	25,887	430,764	0.05%
LPL Financial LLC	25,054	416,879	0.01%
FIFTH THIRD BANCORP	22,749	378,528	0.04%
OSAIC HOLDINGS, INC.	22,064	367,119	0.03%
AMERIPRISE FINANCIAL INC	21,978	365,698	0.01%
Focus Partners Wealth	19,819	329,771	0.02%
RAYMOND JAMES FINANCIAL INC	19,313	321,354	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	18,300	304,500	0.33%
PARK AVENUE SECURITIES LLC	15,648	260,365	0.12%
WELLS FARGO & COMPANY/MN	14,960	248,932	0.0%
OLD MISSION CAPITAL LLC	14,052	233,815	0.22%
Cerity Partners LLC	10,022	166,756	0.01%
Baker Ellis Asset Management LLC	9,884	164,465	1.17%
Checchi Capital Advisers, LLC	9,564	159,151	0.48%
Neumann Capital Management, LLC	9,460	157,417	2.79%
BIP Wealth, LLC	9,278	154,391	0.38%
Portland Global Advisors LLC	8,771	145,956	0.93%
Cascade Financial Partners, LLC	8,659	144,086	0.89%