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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
34,079
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 87.78%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
33,878
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
32,358
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 448.44%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
32,336
shares
|
$1.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 88.17%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
30,599
shares
|
$1.71 Million
1.59% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
30,280
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
29,743
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,703
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.49 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,684
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.27%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
25,164
shares
|
$1.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 38.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
24,280
shares
|
$1.35 Million
0.08% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,961
shares
|
$1.28 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
22,548
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,420
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
21,090
shares
|
$1.18 Million
0.25% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19,582
shares
|
$1.09 Million
0.34% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,321
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
16,764
shares
|
$934,257
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
16,606
shares
|
$925,452
0.06% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
16,542
shares
|
$921,885
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,185
shares
|
$901,990
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
16,103
shares
|
$897,420
0.14% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,996
shares
|
$891,457
0.2% of portfolio
|
Q4 2024
Reduced 62.53%
|