WisdomTree Trust - DGS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$995.5M

QoQ value delta ($000)

-$4.441M (-0.44%)

Implied price effect (QoQ)

+0.25%

Total shares

17,397,034

QoQ shares delta

-120,682 (-0.69%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Creative Planning	258,517	4,516,379	0.19%
BANK OF AMERICA CORP /DE/	66,631	1,164,066	0.0%
NATIONAL BANK OF CANADA /FI/	32,984	577,358	0.03%
MORGAN STANLEY	29,969	523,575	0.0%
HighTower Advisors, LLC	29,248	510,981	0.03%
LPL Financial LLC	25,443	444,498	0.01%
Unison Advisors LLC	25,441	444,464	2.22%
ENVESTNET ASSET MANAGEMENT INC	23,734	414,645	0.01%
CAPTRUST FINANCIAL ADVISORS	22,913	400,298	0.04%
OSAIC HOLDINGS, INC.	21,443	374,623	0.03%
FIFTH THIRD BANCORP	20,755	362,608	0.07%
Focus Partners Wealth	18,732	327,260	0.02%
RAYMOND JAMES FINANCIAL INC	17,531	306,273	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	16,591	289,854	0.32%
Tortoise Investment Management, LLC	16,334	285,367	1.43%
PARK AVENUE SECURITIES LLC	14,302	249,868	0.12%
WELLS FARGO & COMPANY/MN	13,984	244,316	0.0%
BIP Wealth, LLC	9,964	174,079	0.35%
Cerity Partners LLC	9,850	172,089	0.01%
Checchi Capital Advisers, LLC	9,730	169,987	0.5%
Neumann Capital Management, LLC	9,017	157,541	2.61%
Baker Ellis Asset Management LLC	8,840	154,439	1.06%
Portland Global Advisors LLC	8,230	143,794	0.88%
Efficient Advisors, LLC	8,064	140,893	0.47%
Rockefeller Capital Management L.P.	7,854	137,217	0.01%