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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
775
shares
|
$37,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
763
shares
|
$37,364
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
651
shares
|
$31,879
0.01% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
628
shares
|
$30,753
0.0% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
555
shares
|
$27,178
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
466
shares
|
$22,820
0.0% of portfolio
|
Q4 2024
Reduced 48.05%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
466
shares
|
$22,820
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
423
shares
|
$20,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
410
shares
|
$20,077
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
313
shares
|
$15,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
310
shares
|
$15,180
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
293
shares
|
$14,348
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
292
shares
|
$14,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
214
shares
|
$10,479
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
206
shares
|
$10,087
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
205
shares
|
$10,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
196
shares
|
$9,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$8,814
0.0% of portfolio
|
Q4 2024
Reduced 79.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
177
shares
|
$8,667
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
166
shares
|
$8,129
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
164
shares
|
$8,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
164
shares
|
$8,031
0.0% of portfolio
|
Q3 2024
Reduced 65.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
143
shares
|
$7,002
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
121
shares
|
$5,925
0.0% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
120
shares
|
$5,876
0.01% of portfolio
|
Q3 2024
New holding
|