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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,460
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,367
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.56%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
32,310
shares
|
$1.85 Million
1.48% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
31,295
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
28,200
shares
|
$1.62 Million
0.91% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
27,879
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
27,678
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.53 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
23,394
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
22,704
shares
|
$1.3 Million
0.28% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
22,057
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,493
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
20,317
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 37.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
19,971
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
19,761
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,413
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,177
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 71.76%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
18,225
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
18,107
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2025
Added 102.72%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
18,107
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
17,743
shares
|
$1.02 Million
0.68% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,185
shares
|
$927,724
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,996
shares
|
$916,890
0.2% of portfolio
|
Q4 2024
Reduced 62.53%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
15,765
shares
|
$903,649
0.4% of portfolio
|
Q3 2025
Reduced 4.7%
|
|