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 251 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 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 |
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
14,900
shares
|
$837,678
0.41% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
14,476
shares
|
$813,840
0.4% of portfolio
|
Q2 2025
Reduced 36.95%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,358
shares
|
$750,986
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
13,315
shares
|
$748,569
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
13,282
shares
|
$746,714
0.05% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
13,014
shares
|
$731,647
0.03% of portfolio
|
Q1 2023
Reduced 5.98%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
12,988
shares
|
$730,185
0.13% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,659
shares
|
$711,688
0.05% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,429
shares
|
$698,758
0.03% of portfolio
|
Q3 2022
Added 14.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,355
shares
|
$694,598
0.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
11,934
shares
|
$670,929
0.08% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,922
shares
|
$670,254
0.03% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
11,518
shares
|
$647,541
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
11,447
shares
|
$643,550
0.05% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
11,403
shares
|
$641,076
0.26% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,165
shares
|
$627,696
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
10,947
shares
|
$615,440
0.46% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,565
shares
|
$593,964
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
10,215
shares
|
$574,287
0.21% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
10,022
shares
|
$563,436
0.07% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
9,955
shares
|
$559,670
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
9,895
shares
|
$556,296
0.22% of portfolio
|
Q4 2023
Reduced 3.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
9,695
shares
|
$545,052
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,642
shares
|
$542,073
0.05% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
9,615
shares
|
$540,555
0.11% of portfolio
|
Q2 2025
Reduced 2.52%
|