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 |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
763
shares
|
$43,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
651
shares
|
$36,898
0.0% of portfolio
|
Q4 2023
Reduced 9.58%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
632
shares
|
$35,821
0.01% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
555
shares
|
$31,457
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
548
shares
|
$31,060
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
478
shares
|
$27,093
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
468
shares
|
$26,526
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
423
shares
|
$23,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
400
shares
|
$22,672
0.0% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
400
shares
|
$22,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
350
shares
|
$19,838
0.0% of portfolio
|
Q1 2025
Reduced 54.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
335
shares
|
$18,987
0.01% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
292
shares
|
$16,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
247
shares
|
$13,999
0.0% of portfolio
|
Q2 2025
Added 292.06%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
220
shares
|
$12,469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
206
shares
|
$11,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
181
shares
|
$10,259
0.0% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
171
shares
|
$9,692
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
164
shares
|
$9,295
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
157
shares
|
$8,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
153
shares
|
$8,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$8,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
126
shares
|
$7,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
121
shares
|
$6,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
120
shares
|
$6,801
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|