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 |
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
9,607
shares
|
$540,105
0.38% of portfolio
|
Q2 2025
Added 74.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,557
shares
|
$537,294
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
8,932
shares
|
$502,157
0.2% of portfolio
|
Q2 2025
Added 111.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,534
shares
|
$479,781
0.0% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,509
shares
|
$478,375
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,682
shares
|
$431,882
0.03% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,391
shares
|
$415,522
0.0% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,319
shares
|
$411,474
0.0% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,275
shares
|
$409,000
0.26% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,238
shares
|
$406,920
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
7,099
shares
|
$399,105
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
7,075
shares
|
$397,756
0.04% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,728
shares
|
$378,248
0.02% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
6,595
shares
|
$370,770
0.02% of portfolio
|
Q3 2022
Reduced 69.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,230
shares
|
$350,250
0.02% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,205
shares
|
$348,845
0.01% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,155
shares
|
$346,034
0.0% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,127
shares
|
$344,459
0.0% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
5,991
shares
|
$336,814
0.16% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,990
shares
|
$336,757
0.14% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,913
shares
|
$332,428
0.0% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
5,900
shares
|
$331,698
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,681
shares
|
$319,385
0.01% of portfolio
|
Q3 2023
Reduced 19.21%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
5,546
shares
|
$311,796
0.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,377
shares
|
$302,294
0.01% of portfolio
|
Q1 2025
New holding
|