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 246 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 $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
77,870
shares
|
$3.85 Million
1.7% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,730
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,684
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
56,141
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
55,318
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
52,484
shares
|
$2.6 Million
0.12% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
51,057
shares
|
$2.53 Million
2.31% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
50,444
shares
|
$2.5 Million
0.13% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
50,058
shares
|
$2.48 Million
0.12% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
49,786
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
49,455
shares
|
$2.45 Million
0.78% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
48,451
shares
|
$2.4 Million
0.66% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
48,312
shares
|
$2.39 Million
0.48% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
48,090
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
45,958
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 2526.17%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
43,435
shares
|
$2.15 Million
0.55% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
42,686
shares
|
$2.11 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
41,704
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
39,974
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
39,862
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
39,747
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
38,318
shares
|
$1.9 Million
1.11% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
37,761
shares
|
$1.87 Million
0.8% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
37,355
shares
|
$1.85 Million
0.54% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
37,082
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 14.42%
|