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 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
215,852
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 72.17%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
205,081
shares
|
$10.2 Million
3.74% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
191,431
shares
|
$9.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
188,325
shares
|
$9.39 Million
0.11% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
185,970
shares
|
$9.27 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
175,616
shares
|
$8.75 Million
0.03% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
166,872
shares
|
$8.32 Million
0.45% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
165,334
shares
|
$8.24 Million
2.96% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
160,731
shares
|
$8.01 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
150,144
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
140,674
shares
|
$7.01 Million
0.0% of portfolio
|
Q3 2024
Added 150.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
130,017
shares
|
$6.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
126,200
shares
|
$6.29 Million
0.85% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
125,743
shares
|
$6.27 Million
0.82% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
124,717
shares
|
$6.22 Million
0.96% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
121,961
shares
|
$6.08 Million
4.28% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
119,009
shares
|
$5.93 Million
3.54% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
118,843
shares
|
$5.92 Million
3.58% of portfolio
|
Q3 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
101,985
shares
|
$5.08 Million
2.88% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
101,781
shares
|
$5.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
97,707
shares
|
$4.87 Million
0.27% of portfolio
|
Q3 2022
Added 72.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
84,598
shares
|
$4.22 Million
0.44% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
84,305
shares
|
$4.2 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
82,653
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
78,058
shares
|
$3.89 Million
1.81% of portfolio
|
Q3 2024
Added 14.2%
|