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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
36,318
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
35,452
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
31,524
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
31,147
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 34.45%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
30,767
shares
|
$1.54 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
30,351
shares
|
$1.52 Million
1.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,056
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
29,770
shares
|
$1.49 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,913
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
28,358
shares
|
$1.42 Million
1.61% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
28,056
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
27,878
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26,746
shares
|
$1.34 Million
0.35% of portfolio
|
Q2 2022
Reduced 64.12%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
25,221
shares
|
$1.26 Million
0.71% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
24,699
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,106
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,530
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.72%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
22,349
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
20,921
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
20,344
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
20,256
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,449
shares
|
$922,634
0.0% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,020
shares
|
$901,180
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
17,676
shares
|
$883,976
0.07% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
16,586
shares
|
$829,465
0.45% of portfolio
|
Q3 2024
Reduced 12.42%
|