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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,072
shares
|
$53,557
0.0% of portfolio
|
Q2 2020
Reduced 33.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,016
shares
|
$50,759
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
974
shares
|
$48,661
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
918
shares
|
$45,863
0.01% of portfolio
|
Q4 2024
Reduced 55.42%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
884
shares
|
$44,164
0.02% of portfolio
|
Q4 2024
Reduced 74.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
838
shares
|
$41,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
800
shares
|
$39,968
0.0% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
774
shares
|
$38,669
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
763
shares
|
$38,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
691
shares
|
$34,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
651
shares
|
$32,523
0.0% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
628
shares
|
$31,374
0.0% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
555
shares
|
$27,727
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
466
shares
|
$23,281
0.0% of portfolio
|
Q4 2024
Reduced 48.05%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
466
shares
|
$23,281
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
423
shares
|
$21,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
410
shares
|
$20,483
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$19,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
317
shares
|
$15,837
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
313
shares
|
$15,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
310
shares
|
$15,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
292
shares
|
$14,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
214
shares
|
$10,691
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
206
shares
|
$10,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
196
shares
|
$9,792
0.0% of portfolio
|
Q4 2024
New holding
|