Institutional Ownership Wisdomtree Emerging Markets Sm (DGS)
This table provides information about the institutional ownership of Wisdomtree Emerging Markets Sm (DGS). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,957,148
shares
|
$284 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,139,830
shares
|
$65.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
702,311
shares
|
$40.3 Million
0.4% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
570,825
shares
|
$32.7 Million
0.04% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
509,766
shares
|
$29.2 Million
0.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
495,032
shares
|
$28.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
466,662
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
441,934
shares
|
$25.3 Million
2.91% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
399,842
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
387,255
shares
|
$22.2 Million
0.05% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
374,954
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2025
Added 1182.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
371,772
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Added 160.41%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
366,668
shares
|
$21 Million
0.56% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
363,121
shares
|
$20.8 Million
2.69% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
354,752
shares
|
$20.3 Million
8.39% of portfolio
|
Q3 2025
Added 326.26%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
340,480
shares
|
$19.5 Million
0.06% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
288,183
shares
|
$16.5 Million
0.07% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
285,326
shares
|
$16.4 Million
0.36% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
277,597
shares
|
$15.9 Million
1.53% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
276,346
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
238,973
shares
|
$13.7 Million
0.11% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
237,627
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
220,952
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
205,081
shares
|
$11.8 Million
3.74% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
184,165
shares
|
$10.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.22%
|
|