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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
38,059
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
36,665
shares
|
$1.83 Million
0.96% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,400
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
34,949
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
34,810
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 44.4%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
34,795
shares
|
$1.74 Million
0.81% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,371
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
32,474
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,248
shares
|
$1.56 Million
0.06% of portfolio
|
Q4 2024
Added 91.94%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
31,022
shares
|
$1.55 Million
0.9% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
30,327
shares
|
$1.52 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
30,177
shares
|
$1.51 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,708
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
27,703
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.34 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,494
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,969
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 53.34%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,658
shares
|
$1.18 Million
0.61% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
22,000
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
21,821
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,537
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
20,425
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,450
shares
|
$971,722
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,149
shares
|
$906,724
0.01% of portfolio
|
Q4 2024
Added 0.72%
|