Institutional Ownership Wisdomtree Tr Emerging Mkts Qu (DGRE)
This table provides information about the institutional ownership of Wisdomtree Tr Emerging Mkts Qu (DGRE). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,253,917
shares
|
$32 Million
1.18% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
509,542
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
315,624
shares
|
$8.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
286,129
shares
|
$7.3 Million
2.84% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
195,848
shares
|
$5 Million
2.47% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
129,518
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,370
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
113,948
shares
|
$2.91 Million
1.13% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
112,373
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
103,041
shares
|
$2.63 Million
2.11% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
55,696
shares
|
$1.42 Million
0.37% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
53,801
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,068
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
45,632
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 210.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,252
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
40,256
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
34,320
shares
|
$875,846
0.25% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
29,374
shares
|
$749,624
0.14% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,789
shares
|
$734,695
0.0% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
24,092
shares
|
$614,827
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
22,465
shares
|
$573,306
0.08% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
19,207
shares
|
$490,162
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
17,572
shares
|
$448,437
0.07% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,081
shares
|
$384,867
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,116
shares
|
$334,720
0.0% of portfolio
|
Q3 2024
Added 7.7%
|