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 247 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,425,374
shares
|
$305 Million
0.26% of portfolio
|
Q2 2025
Reduced 22.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,105,569
shares
|
$62.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
702,311
shares
|
$39.5 Million
0.4% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
556,923
shares
|
$31.3 Million
0.03% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
533,921
shares
|
$30 Million
3.56% of portfolio
|
Q2 2025
Reduced 25.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
507,801
shares
|
$28.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
502,645
shares
|
$28.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
421,979
shares
|
$23.7 Million
0.01% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
421,501
shares
|
$23.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
379,635
shares
|
$21.3 Million
0.05% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
366,668
shares
|
$20.6 Million
0.56% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
363,121
shares
|
$20.4 Million
2.69% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
334,757
shares
|
$18.8 Million
0.07% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
283,320
shares
|
$15.9 Million
0.07% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
279,920
shares
|
$15.7 Million
0.38% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
267,215
shares
|
$15 Million
1.5% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
247,056
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
241,031
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
234,537
shares
|
$13.2 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
233,048
shares
|
$13.1 Million
0.12% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
220,952
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
205,125
shares
|
$11.5 Million
0.7% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
205,081
shares
|
$11.5 Million
3.74% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
180,878
shares
|
$10.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
180,761
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.96%
|