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 244 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,241
shares
|
$496,176
0.01% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,055
shares
|
$487,164
0.0% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,993
shares
|
$484,160
0.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,919
shares
|
$480,575
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
9,895
shares
|
$479,412
0.22% of portfolio
|
Q4 2023
Reduced 3.09%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,879
shares
|
$478,637
0.03% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,763
shares
|
$473,017
0.01% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,695
shares
|
$469,722
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,557
shares
|
$463,036
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,773
shares
|
$425,051
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,773
shares
|
$425,051
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
8,686
shares
|
$420,836
0.02% of portfolio
|
Q3 2024
Added 281.8%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,348
shares
|
$404,460
0.04% of portfolio
|
Q4 2024
Reduced 97.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,785
shares
|
$377,183
0.03% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,391
shares
|
$358,093
0.0% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,340
shares
|
$355,623
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,275
shares
|
$352,473
0.26% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,237
shares
|
$350,632
0.02% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,170
shares
|
$347,386
0.0% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
6,595
shares
|
$319,527
0.02% of portfolio
|
Q3 2022
Reduced 69.46%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,423
shares
|
$311,194
0.15% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,043
shares
|
$292,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
5,991
shares
|
$290,263
0.15% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,830
shares
|
$282,463
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,736
shares
|
$277,909
0.0% of portfolio
|
Q2 2024
Reduced 7.05%
|