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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,923,341
shares
|
$446 Million
0.43% of portfolio
|
Q4 2024
Reduced 31.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,198,946
shares
|
$59.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
807,457
shares
|
$40.3 Million
5.06% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
651,787
shares
|
$32.6 Million
0.46% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
535,826
shares
|
$26.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
535,590
shares
|
$26.8 Million
0.04% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
532,548
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
513,970
shares
|
$25.7 Million
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
393,243
shares
|
$19.6 Million
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
388,722
shares
|
$19.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 39.2%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
366,668
shares
|
$18.3 Million
0.56% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
365,074
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Added 143.15%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
363,121
shares
|
$18.1 Million
2.69% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
319,733
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
294,113
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
284,323
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2020
Reduced 58.4%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
278,911
shares
|
$13.9 Million
0.26% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
266,580
shares
|
$13.3 Million
0.05% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
264,513
shares
|
$13.2 Million
0.87% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
256,952
shares
|
$12.8 Million
3.22% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
239,577
shares
|
$12 Million
1.31% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
230,290
shares
|
$11.5 Million
0.32% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
223,929
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
220,952
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
209,408
shares
|
$10.5 Million
0.04% of portfolio
|
Q4 2024
Added 19.24%
|