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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
206,962
shares
|
$10.3 Million
0.1% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
205,081
shares
|
$10.2 Million
3.74% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
202,344
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
193,603
shares
|
$9.67 Million
0.61% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
188,738
shares
|
$9.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
181,008
shares
|
$9.04 Million
0.0% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
174,561
shares
|
$8.72 Million
0.5% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
166,321
shares
|
$8.31 Million
2.7% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
158,691
shares
|
$7.93 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
147,381
shares
|
$7.36 Million
3.4% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
143,871
shares
|
$7.19 Million
0.54% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
132,186
shares
|
$6.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
130,469
shares
|
$6.52 Million
0.83% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
129,427
shares
|
$6.47 Million
0.8% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
126,814
shares
|
$6.34 Million
0.94% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
111,450
shares
|
$5.57 Million
3.59% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
108,409
shares
|
$5.42 Million
3.42% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
105,718
shares
|
$5.28 Million
2.7% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
103,133
shares
|
$5.15 Million
0.05% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
101,604
shares
|
$5.08 Million
0.0% of portfolio
|
Q4 2024
Added 1675.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
97,707
shares
|
$4.88 Million
0.27% of portfolio
|
Q3 2022
Added 72.33%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
87,912
shares
|
$4.39 Million
1.8% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
86,288
shares
|
$4.31 Million
0.4% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
83,167
shares
|
$4.16 Million
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
78,837
shares
|
$3.94 Million
1.58% of portfolio
|
Q4 2024
Added 1.24%
|