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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
77,420
shares
|
$3.87 Million
0.84% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
76,719
shares
|
$3.83 Million
2.09% of portfolio
|
Q4 2024
Reduced 35.54%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
70,943
shares
|
$3.54 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
65,669
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
64,131
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
62,760
shares
|
$3.14 Million
0.04% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
56,141
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
54,609
shares
|
$2.73 Million
2.14% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
50,455
shares
|
$2.52 Million
0.73% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
50,058
shares
|
$2.5 Million
0.1% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
49,593
shares
|
$2.48 Million
0.6% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
49,346
shares
|
$2.47 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
48,846
shares
|
$2.44 Million
0.46% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
48,176
shares
|
$2.41 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
47,329
shares
|
$2.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
43,435
shares
|
$2.17 Million
0.55% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
42,441
shares
|
$2.12 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
42,414
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
40,913
shares
|
$2.04 Million
0.04% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
40,723
shares
|
$2.03 Million
0.52% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,292
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
40,257
shares
|
$2.01 Million
0.75% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
40,097
shares
|
$2 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
39,763
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
38,246
shares
|
$1.91 Million
0.75% of portfolio
|
Q4 2024
Added 1.28%
|