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 257 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
179,319
shares
|
$10.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
176,471
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
160,737
shares
|
$9.21 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
150,794
shares
|
$8.64 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
143,127
shares
|
$8.2 Million
1.05% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
142,667
shares
|
$8.18 Million
0.41% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
141,390
shares
|
$8.1 Million
0.91% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
135,047
shares
|
$7.74 Million
0.88% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
133,320
shares
|
$7.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
119,601
shares
|
$6.86 Million
5.86% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
119,398
shares
|
$6.84 Million
2.86% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
116,980
shares
|
$6.71 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
115,307
shares
|
$6.61 Million
3.07% of portfolio
|
Q3 2025
Added 20.88%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
114,497
shares
|
$6.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
97,707
shares
|
$5.6 Million
0.27% of portfolio
|
Q3 2022
Added 72.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
95,537
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
91,605
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
91,183
shares
|
$5.23 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
89,968
shares
|
$5.16 Million
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
89,515
shares
|
$5.13 Million
0.44% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
87,865
shares
|
$5.04 Million
2.36% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
78,799
shares
|
$4.52 Million
2.11% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
77,808
shares
|
$4.46 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
74,245
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2025
Added 29.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
68,499
shares
|
$3.93 Million
0.05% of portfolio
|
Q3 2025
Added 68.11%
|
|