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 253 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$8,992
0.0% of portfolio
|
Q4 2024
Reduced 79.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
177
shares
|
$8,842
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
164
shares
|
$8,193
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
164
shares
|
$8,193
0.0% of portfolio
|
Q3 2024
Reduced 65.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
153
shares
|
$7,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
153
shares
|
$7,643
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
143
shares
|
$7,144
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
121
shares
|
$6,045
0.0% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
119
shares
|
$5,945
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
94
shares
|
$4,696
0.0% of portfolio
|
Q2 2020
Added 28.77%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
64
shares
|
$3,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
50
shares
|
$2,498
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
41
shares
|
$2,048
0.0% of portfolio
|
Q4 2024
Reduced 29.31%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
36
shares
|
$1,798
0.0% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
20
shares
|
$999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
16
shares
|
$799
0.0% of portfolio
|
Q1 2018
Added 375.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
14
shares
|
$699
0.0% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13
shares
|
$649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
13
shares
|
$649
0.0% of portfolio
|
Q4 2023
Reduced 99.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
13
shares
|
$649
0.06% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$499
0.0% of portfolio
|
Q4 2019
Reduced 95.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8
shares
|
$399
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3
shares
|
$149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
2
shares
|
$99
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2024
New holding
|