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 254 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
37,195
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
36,665
shares
|
$1.76 Million
0.96% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,400
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
35,122
shares
|
$1.68 Million
1.16% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
34,949
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
34,810
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 44.4%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
34,439
shares
|
$1.65 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
32,474
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
31,757
shares
|
$1.52 Million
0.87% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,248
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Added 91.94%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
30,599
shares
|
$1.47 Million
1.59% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,708
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
27,703
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
25,164
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2025
Reduced 38.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
24,280
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
22,973
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22,961
shares
|
$1.1 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
22,000
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
21,829
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,537
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
20,425
shares
|
$978,357
0.26% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
20,000
shares
|
$958,000
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,450
shares
|
$931,655
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|