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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
17,676
shares
|
$883,092
0.06% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,185
shares
|
$808,602
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,996
shares
|
$799,160
0.2% of portfolio
|
Q4 2024
Reduced 62.53%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,726
shares
|
$785,670
0.02% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
15,538
shares
|
$776,278
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
15,451
shares
|
$771,931
0.07% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
15,437
shares
|
$771,232
0.12% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
15,195
shares
|
$759,142
0.41% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,046
shares
|
$751,698
0.13% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,931
shares
|
$745,952
0.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
14,877
shares
|
$743,254
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
14,653
shares
|
$732,063
0.13% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
14,630
shares
|
$730,914
0.1% of portfolio
|
Q4 2024
Added 17.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,457
shares
|
$722,271
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,360
shares
|
$717,425
0.01% of portfolio
|
Q4 2024
Added 40.22%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
14,100
shares
|
$704,436
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
14,024
shares
|
$700,639
0.28% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
14,002
shares
|
$699,539
0.26% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
13,882
shares
|
$693,544
0.42% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,203
shares
|
$659,621
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
13,014
shares
|
$650,179
0.03% of portfolio
|
Q1 2023
Reduced 5.98%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,775
shares
|
$638,239
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,429
shares
|
$620,952
0.03% of portfolio
|
Q3 2022
Added 14.17%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,345
shares
|
$616,756
0.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
11,913
shares
|
$595,173
0.11% of portfolio
|
Q4 2024
New holding
|