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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,557
shares
|
$547,807
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
8,883
shares
|
$509,173
0.1% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,509
shares
|
$487,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8,500
shares
|
$487,220
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,616
shares
|
$436,549
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
7,573
shares
|
$434,084
0.01% of portfolio
|
Q3 2025
Added 36.55%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,391
shares
|
$423,652
0.0% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,275
shares
|
$417,003
0.26% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
7,238
shares
|
$414,882
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,099
shares
|
$406,914
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,955
shares
|
$398,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,821
shares
|
$390,979
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
6,751
shares
|
$386,967
0.03% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
6,595
shares
|
$378,025
0.02% of portfolio
|
Q3 2022
Reduced 69.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,246
shares
|
$358,020
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,185
shares
|
$354,524
0.0% of portfolio
|
Q3 2025
Reduced 70.79%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,071
shares
|
$347,989
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,990
shares
|
$343,346
0.13% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
5,970
shares
|
$342,200
0.14% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,834
shares
|
$334,404
0.0% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,749
shares
|
$329,532
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,681
shares
|
$325,634
0.01% of portfolio
|
Q3 2023
Reduced 19.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,541
shares
|
$317,610
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,467
shares
|
$313,368
0.0% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,426
shares
|
$311,018
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|