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 251 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 $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
160,737
shares
|
$9.11 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
157,335
shares
|
$8.92 Million
0.0% of portfolio
|
Q2 2025
Added 28.28%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
155,239
shares
|
$8.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
154,085
shares
|
$8.73 Million
0.48% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
143,127
shares
|
$8.11 Million
1.05% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
142,764
shares
|
$8.09 Million
0.0% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
138,045
shares
|
$7.82 Million
0.9% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
137,401
shares
|
$7.79 Million
0.02% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
135,047
shares
|
$7.65 Million
0.88% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
129,306
shares
|
$7.33 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
126,543
shares
|
$7.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
119,601
shares
|
$6.78 Million
5.86% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
116,600
shares
|
$6.61 Million
2.89% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
97,707
shares
|
$5.54 Million
0.27% of portfolio
|
Q3 2022
Added 72.33%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
97,519
shares
|
$5.53 Million
2.79% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,420
shares
|
$5.41 Million
0.04% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
95,393
shares
|
$5.41 Million
3.0% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
92,198
shares
|
$5.23 Million
0.02% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
89,955
shares
|
$5.1 Million
0.01% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
88,313
shares
|
$5.01 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
83,224
shares
|
$4.72 Million
2.14% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
81,295
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
78,799
shares
|
$4.47 Million
2.11% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
77,808
shares
|
$4.41 Million
1.64% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
75,918
shares
|
$4.3 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.94%
|