WISDOMTREE TR (DGS) is held by 67 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Creative Planning as of Q1 2026.

Are institutions buying or selling DGS?

In Q1 2026, 39 institutions opened or increased positions in WISDOMTREE TR while 23 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DGS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold DGS?

67 institutional investors report holding WISDOMTREE TR (DGS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DGS?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 39 buyers versus 23 sellers — net inflows.

WISDOMTREE TR

DGS·97717W281·US·ETF·Unknown - Unknown

Holders

Avg rating(21 Elite)

$707.8M

Total Value

63% (67)

Fund Consensus

39 buying - 23 selling

No verdict yet — fewer than 2 funds hold DGS.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	4.2M(-6.8%)	$252.9M	0.2%	+67.01%	0
BANK OF AMERICA CORP /DE/	Increased	1.3M(+10.2%)	$77.1M	0.0%	+32.08%	33
NATIONAL BANK OF CANADA /FI/	Increased	608,600(+5.4%)	$36.6M	0.0%	+38.87%	31
MORGAN STANLEY	Increased	556,169(+6.2%)	$33.4M	0.0%	+28.85%	31
HighTower Advisors, LLC	Increased	517,055(+1.2%)	$31.1M	0.0%	+45.31%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	440,521(+6.2%)	$26.5M	0.0%	+51.64%	31
CAPTRUST FINANCIAL ADVISORS	Increased	430,764(+7.6%)	$25.9M	0.0%	+32.93%	31
LPL Financial LLC	Decreased	416,879(-6.2%)	$25.1M	0.0%	+42.60%	0
FIFTH THIRD BANCORP	Increased	378,528(+4.4%)	$22.7M	0.0%	+39.99%	30
OSAIC HOLDINGS, INC.	Decreased	367,119(-2.0%)	$22.1M	0.0%	+17.09%	0
AMERIPRISE FINANCIAL INC	Increased	365,698(+168.2%)	$22M	0.0%	+11.75%	46
FWFocus Partners Wealth	Increased	329,771(+0.8%)	$19.8M	0.0%	+13.12%	29
RAYMOND JAMES FINANCIAL INC	Increased	321,354(+4.9%)	$19.3M	0.0%	+28.03%	30
WELLS FARGO & COMPANY/MN	Increased	248,932(+1.9%)	$15M	0.0%	+47.91%	29
Cerity Partners LLC	Decreased	166,756(-3.1%)	$10M	0.0%	+64.82%	0
Rockefeller Capital Management L.P.	Decreased	135,448(-1.3%)	$8.1M	0.0%	+51.84%	0
UBS Group AG	Increased	116,627(+11.5%)	$7M	0.0%	+57.22%	30
Empowered Funds, LLC	New	104,359	$6.3M	0.0%	+5.32%	38
Steward Partners Investment Advisory, LLC	Increased	94,516(+1.9%)	$5.7M	0.0%	+64.11%	28
Cetera Investment Advisers	Decreased	75,817(-0.5%)	$4.6M	0.0%	+33.07%	0