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 249 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
185,106
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
180,878
shares
|
$10.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
162,504
shares
|
$9.14 Million
2.84% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
155,239
shares
|
$8.73 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
154,085
shares
|
$8.66 Million
0.48% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
137,401
shares
|
$7.72 Million
0.02% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
133,716
shares
|
$7.52 Million
0.81% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
133,453
shares
|
$7.5 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
129,306
shares
|
$7.27 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
129,188
shares
|
$7.26 Million
1.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
122,653
shares
|
$6.9 Million
0.0% of portfolio
|
Q1 2025
Added 1380.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
121,848
shares
|
$6.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.62%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
116,600
shares
|
$6.56 Million
2.89% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
97,707
shares
|
$5.49 Million
0.27% of portfolio
|
Q3 2022
Added 72.33%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
97,519
shares
|
$5.48 Million
2.79% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,420
shares
|
$5.36 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
92,198
shares
|
$5.18 Million
0.02% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
89,906
shares
|
$5.05 Million
0.42% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
84,140
shares
|
$4.73 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
83,224
shares
|
$4.68 Million
2.14% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
79,191
shares
|
$4.45 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,517
shares
|
$4.36 Million
2.17% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
75,918
shares
|
$4.27 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
72,274
shares
|
$4.06 Million
2.3% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
71,998
shares
|
$4.05 Million
1.81% of portfolio
|
Q2 2025
New holding
|