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 241 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
16,468,359
shares
|
$891 Million
0.91% of portfolio
|
Q2 2024
Reduced 28.8%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,176,642
shares
|
$63.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
Unison Advisors LLC
|
Jul 12, 2024 Q2 2024 |
823,197
shares
|
$44.5 Million
5.34% of portfolio
|
Q2 2024
Reduced 26.95%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
775,580
shares
|
$42 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
683,010
shares
|
$37 Million
0.0% of portfolio
|
Q1 2024
Added 3.76%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
572,213
shares
|
$31 Million
0.05% of portfolio
|
Q2 2024
Added 1.71%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
517,279
shares
|
$28 Million
0.01% of portfolio
|
Q2 2024
Added 2.93%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
475,983
shares
|
$25.8 Million
0.7% of portfolio
|
Q2 2024
Added 46.53%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
418,329
shares
|
$22.6 Million
0.03% of portfolio
|
Q2 2024
Added 3.4%
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
375,434
shares
|
$20.3 Million
2.95% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
374,889
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
371,370
shares
|
$20.1 Million
0.62% of portfolio
|
Q2 2024
Added 0.37%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
352,866
shares
|
$19.1 Million
0.01% of portfolio
|
Q2 2024
Added 17.93%
|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
284,323
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2020
Reduced 58.4%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
284,084
shares
|
$15.4 Million
1.52% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
276,139
shares
|
$14.9 Million
0.59% of portfolio
|
Q2 2024
Added 0.47%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
275,833
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
235,134
shares
|
$12.7 Million
3.12% of portfolio
|
Q2 2024
Added 0.31%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
230,302
shares
|
$12.5 Million
0.97% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
228,564
shares
|
$12.4 Million
0.34% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
214,739
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
209,091
shares
|
$11.3 Million
1.27% of portfolio
|
Q2 2024
Added 10.92%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
205,328
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
205,081
shares
|
$11.1 Million
3.74% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
201,226
shares
|
$10.9 Million
0.54% of portfolio
|
Q2 2024
Added 1.65%
|