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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,726
shares
|
$876,409
0.02% of portfolio
|
Q3 2022
Added 47.59%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
15,172
shares
|
$845,535
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,062
shares
|
$839,405
0.13% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
14,653
shares
|
$816,611
0.13% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
14,165
shares
|
$789,415
0.06% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
14,100
shares
|
$785,793
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,890
shares
|
$774,089
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
13,814
shares
|
$769,854
0.09% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,358
shares
|
$744,441
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
13,310
shares
|
$741,766
0.01% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
13,014
shares
|
$725,270
0.03% of portfolio
|
Q1 2023
Reduced 5.98%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,429
shares
|
$692,668
0.03% of portfolio
|
Q3 2022
Added 14.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,355
shares
|
$688,544
0.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
12,274
shares
|
$684,030
0.24% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,192
shares
|
$679,460
0.04% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,922
shares
|
$664,413
0.03% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
11,518
shares
|
$641,898
0.3% of portfolio
|
Q1 2023
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,910
shares
|
$608,014
0.03% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,800
shares
|
$601,884
0.1% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
10,309
shares
|
$574,520
0.2% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
10,215
shares
|
$569,281
0.45% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,055
shares
|
$560,365
0.0% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
9,895
shares
|
$551,448
0.21% of portfolio
|
Q4 2023
Reduced 3.09%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
9,864
shares
|
$549,720
0.11% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
9,695
shares
|
$540,302
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|