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 |
|---|---|---|---|---|---|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
34,324
shares
|
$1.95 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
32,310
shares
|
$1.83 Million
1.48% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
31,182
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
29,234
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 47.27%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
29,056
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
28,200
shares
|
$1.6 Million
0.91% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
27,458
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.52 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
23,841
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.63%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
21,935
shares
|
$1.24 Million
0.29% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,493
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
21,175
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
20,317
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2025
Reduced 37.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
19,971
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
19,894
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19,582
shares
|
$1.11 Million
0.34% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,413
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,177
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 71.76%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
18,225
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
18,107
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2025
Added 102.72%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
17,743
shares
|
$1.01 Million
0.68% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
16,185
shares
|
$917,365
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,996
shares
|
$906,653
0.2% of portfolio
|
Q4 2024
Reduced 62.53%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
15,765
shares
|
$893,560
0.4% of portfolio
|
Q3 2025
Reduced 4.7%
|