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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
11,794
shares
|
$589,228
0.04% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
11,518
shares
|
$575,439
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,273
shares
|
$563,199
0.0% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
11,065
shares
|
$552,807
0.03% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,511
shares
|
$525,129
0.12% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
10,485
shares
|
$523,830
0.2% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,125
shares
|
$505,845
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,055
shares
|
$502,347
0.0% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
10,039
shares
|
$501,548
0.01% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
9,895
shares
|
$494,354
0.21% of portfolio
|
Q4 2023
Reduced 3.09%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,887
shares
|
$493,954
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
9,721
shares
|
$485,661
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,719
shares
|
$485,561
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
9,633
shares
|
$481,264
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,557
shares
|
$477,467
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,737
shares
|
$436,500
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,348
shares
|
$417,066
0.04% of portfolio
|
Q4 2024
Reduced 97.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,287
shares
|
$414,018
0.0% of portfolio
|
Q4 2024
Reduced 64.78%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
8,248
shares
|
$412,070
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,930
shares
|
$396,182
0.0% of portfolio
|
Q4 2024
Reduced 24.01%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,785
shares
|
$388,938
0.03% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,391
shares
|
$369,254
0.0% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,340
shares
|
$366,706
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,275
shares
|
$363,459
0.26% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,237
shares
|
$361,560
0.02% of portfolio
|
Q4 2024
Added 28.27%
|