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 248 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
187,718
shares
|
$10.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
187,413
shares
|
$10.4 Million
4.34% of portfolio
|
Q1 2025
Added 27.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
185,106
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
178,653
shares
|
$9.96 Million
0.46% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
162,504
shares
|
$9.06 Million
2.84% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
155,768
shares
|
$8.68 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
138,974
shares
|
$7.75 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
138,376
shares
|
$7.71 Million
0.84% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
135,834
shares
|
$7.57 Million
0.02% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
133,716
shares
|
$7.45 Million
0.81% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
129,188
shares
|
$7.2 Million
1.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
122,653
shares
|
$6.84 Million
0.0% of portfolio
|
Q1 2025
Added 1380.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
121,848
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.62%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
116,600
shares
|
$6.5 Million
2.89% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
102,162
shares
|
$5.69 Million
3.05% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
97,707
shares
|
$5.45 Million
0.27% of portfolio
|
Q3 2022
Added 72.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
93,834
shares
|
$5.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
89,906
shares
|
$5.01 Million
0.42% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
84,140
shares
|
$4.69 Million
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
82,571
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 25.74%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
80,256
shares
|
$4.47 Million
1.6% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,517
shares
|
$4.32 Million
2.17% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
75,918
shares
|
$4.23 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
74,924
shares
|
$4.18 Million
2.09% of portfolio
|
Q1 2025
New holding
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
72,274
shares
|
$4.03 Million
2.3% of portfolio
|
Q1 2025
Added 1.88%
|