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 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
9,864
shares
|
$522,989
0.11% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
9,695
shares
|
$514,028
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
9,675
shares
|
$512,968
0.07% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,557
shares
|
$506,712
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,856
shares
|
$469,545
0.04% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,534
shares
|
$452,472
0.0% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,397
shares
|
$445,208
0.03% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,698
shares
|
$408,147
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,391
shares
|
$391,870
0.0% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,319
shares
|
$388,053
0.0% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,275
shares
|
$385,720
0.26% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
7,237
shares
|
$383,705
0.02% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
7,099
shares
|
$376,388
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,771
shares
|
$358,998
0.0% of portfolio
|
Q1 2025
Reduced 52.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,665
shares
|
$353,378
0.02% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
6,595
shares
|
$349,666
0.02% of portfolio
|
Q3 2022
Reduced 69.46%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
6,576
shares
|
$348,659
0.03% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,231
shares
|
$330,367
0.0% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,205
shares
|
$328,989
0.01% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,155
shares
|
$326,338
0.0% of portfolio
|
Q1 2025
Reduced 68.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,043
shares
|
$320,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
5,991
shares
|
$317,642
0.15% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
5,990
shares
|
$317,589
0.13% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,832
shares
|
$309,212
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,681
shares
|
$301,206
0.01% of portfolio
|
Q3 2023
Reduced 19.21%
|