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 |
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
548
shares
|
$30,808
0.03% of portfolio
|
Q2 2025
New holding
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
471
shares
|
$26,479
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
468
shares
|
$26,310
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
423
shares
|
$23,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
400
shares
|
$22,488
0.0% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
400
shares
|
$22,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
350
shares
|
$19,677
0.0% of portfolio
|
Q1 2025
Reduced 54.78%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
335
shares
|
$18,833
0.01% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
292
shares
|
$16,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
247
shares
|
$13,886
0.0% of portfolio
|
Q2 2025
Added 292.06%
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
206
shares
|
$11,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
182
shares
|
$10,232
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
175
shares
|
$9,838
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
171
shares
|
$9,613
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
164
shares
|
$9,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
157
shares
|
$8,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
153
shares
|
$8,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$8,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
143
shares
|
$8,039
0.0% of portfolio
|
Q1 2023
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
126
shares
|
$7,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
121
shares
|
$6,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
120
shares
|
$6,746
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
119
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
108
shares
|
$6,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
94
shares
|
$5,284
0.0% of portfolio
|
Q2 2020
Added 28.77%
|