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 248 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,037,588
shares
|
$392 Million
0.32% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,095,228
shares
|
$61 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
718,522
shares
|
$40 Million
4.45% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
680,695
shares
|
$37.9 Million
0.42% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
571,754
shares
|
$31.9 Million
0.04% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
544,464
shares
|
$30.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
489,487
shares
|
$27.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
420,120
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
398,749
shares
|
$22.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
395,232
shares
|
$22 Million
0.08% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
371,009
shares
|
$20.7 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
366,668
shares
|
$20.4 Million
0.56% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
363,121
shares
|
$20.2 Million
2.69% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
334,757
shares
|
$18.7 Million
0.07% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
273,414
shares
|
$15.2 Million
0.07% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
257,389
shares
|
$14.3 Million
0.3% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
256,840
shares
|
$14.3 Million
1.38% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
237,752
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
233,048
shares
|
$13 Million
0.12% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
228,453
shares
|
$12.7 Million
0.72% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
220,952
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
209,619
shares
|
$11.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.44%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
205,081
shares
|
$11.4 Million
3.74% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
200,960
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
190,185
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.01%
|