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 245 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
72,274
shares
|
$3.83 Million
2.3% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
71,820
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Added 106.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
58,858
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
58,459
shares
|
$3.1 Million
2.04% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
55,672
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
54,779
shares
|
$2.9 Million
0.58% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
51,030
shares
|
$2.71 Million
0.72% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
48,914
shares
|
$2.59 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
48,668
shares
|
$2.58 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
47,259
shares
|
$2.51 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
42,998
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
42,873
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
42,710
shares
|
$2.26 Million
0.31% of portfolio
|
Q1 2025
Added 54.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
41,884
shares
|
$2.22 Million
0.03% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,292
shares
|
$2.14 Million
0.06% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
39,954
shares
|
$2.12 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
39,847
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
39,186
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
38,283
shares
|
$2.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
37,735
shares
|
$2 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
37,195
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
37,180
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.46%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
35,122
shares
|
$1.86 Million
1.16% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
34,476
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
34,439
shares
|
$1.83 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.02%
|