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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,726
shares
|
$901,414
0.02% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
14,946
shares
|
$856,704
0.4% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
14,787
shares
|
$847,590
0.1% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
14,476
shares
|
$829,764
0.4% of portfolio
|
Q2 2025
Reduced 36.95%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,323
shares
|
$763,674
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
13,014
shares
|
$745,962
0.03% of portfolio
|
Q1 2023
Reduced 5.98%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
12,988
shares
|
$744,472
0.11% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,915
shares
|
$740,287
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
12,713
shares
|
$728,709
0.05% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,675
shares
|
$726,531
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,429
shares
|
$712,430
0.03% of portfolio
|
Q3 2022
Added 14.17%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
11,873
shares
|
$680,560
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
11,635
shares
|
$666,918
0.42% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
11,573
shares
|
$663,364
0.44% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
11,518
shares
|
$660,211
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
11,403
shares
|
$653,619
0.25% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
11,054
shares
|
$633,615
0.05% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
10,944
shares
|
$627,310
0.08% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,245
shares
|
$587,243
0.03% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
10,038
shares
|
$575,378
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
10,037
shares
|
$575,320
0.04% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
9,955
shares
|
$570,620
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
9,895
shares
|
$567,181
0.21% of portfolio
|
Q4 2023
Reduced 3.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
9,695
shares
|
$555,717
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
9,692
shares
|
$555,545
0.17% of portfolio
|
Q3 2025
Reduced 5.12%
|
|