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 248 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
37,761
shares
|
$1.85 Million
0.8% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
36,665
shares
|
$1.8 Million
0.96% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
35,452
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
34,795
shares
|
$1.7 Million
0.81% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,371
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
32,474
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
31,022
shares
|
$1.52 Million
0.9% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
30,327
shares
|
$1.49 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
30,177
shares
|
$1.48 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,056
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,708
shares
|
$1.36 Million
0.21% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
27,703
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.31 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,494
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,106
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,969
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Added 53.34%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,658
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,530
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.72%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
21,821
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,537
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
20,425
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
20,256
shares
|
$991,936
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,449
shares
|
$903,447
0.0% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,020
shares
|
$882,439
0.01% of portfolio
|
Q3 2024
Added 1.2%
|