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 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,094,257
shares
|
$655 Million
0.7% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,177,409
shares
|
$58.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
816,378
shares
|
$40.8 Million
5.3% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
716,741
shares
|
$35.8 Million
0.0% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
640,785
shares
|
$32 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
639,373
shares
|
$32 Million
0.8% of portfolio
|
Q3 2024
Added 34.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
567,284
shares
|
$28.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
509,917
shares
|
$25.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
418,232
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
375,734
shares
|
$18.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
372,237
shares
|
$18.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
363,710
shares
|
$18.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
363,121
shares
|
$18.2 Million
2.69% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
316,103
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
286,360
shares
|
$14.3 Million
1.46% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
284,323
shares
|
$14.2 Million
0.02% of portfolio
|
Q1 2020
Reduced 58.4%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
277,951
shares
|
$13.9 Million
0.27% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
256,093
shares
|
$12.8 Million
0.94% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
252,739
shares
|
$12.6 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
231,204
shares
|
$11.6 Million
3.34% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
230,919
shares
|
$11.5 Million
1.37% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
230,290
shares
|
$11.5 Million
0.32% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
228,842
shares
|
$11.4 Million
0.69% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
223,914
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Added 369.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
220,952
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Added 2.89%
|