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 |
---|---|---|---|---|---|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
10,341
shares
|
$559,551
0.0% of portfolio
|
Q2 2024
Added 7.74%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
10,297
shares
|
$557,170
0.0% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,192
shares
|
$551,489
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
9,895
shares
|
$535,418
0.22% of portfolio
|
Q4 2023
Reduced 3.09%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
9,715
shares
|
$525,678
0.01% of portfolio
|
Q2 2024
Added 7.94%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
9,667
shares
|
$523,081
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
8,855
shares
|
$479,144
0.09% of portfolio
|
Q2 2024
Added 697.03%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
8,791
shares
|
$475,681
0.15% of portfolio
|
Q1 2024
Added 29.68%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
8,782
shares
|
$475,194
0.08% of portfolio
|
Q2 2024
Added 16.98%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
8,441
shares
|
$456,742
0.03% of portfolio
|
Q2 2024
Added 52.97%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
8,305
shares
|
$449,383
0.03% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
7,668
shares
|
$414,915
0.0% of portfolio
|
Q2 2024
New holding
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
7,510
shares
|
$406,366
0.22% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,391
shares
|
$399,927
0.0% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,275
shares
|
$393,650
0.26% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
7,272
shares
|
$393,487
0.09% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Oxinas Partners Wealth Management LLC
|
Aug 01, 2024 Q2 2024 |
7,045
shares
|
$381,204
0.25% of portfolio
|
Q2 2024
New holding
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
6,595
shares
|
$356,855
0.03% of portfolio
|
Q3 2022
Reduced 69.46%
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 12, 2024 Q2 2024 |
6,422
shares
|
$347,494
0.09% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
Meridian Financial Partners LLC
|
Jul 19, 2024 Q2 2024 |
6,097
shares
|
$329,908
0.19% of portfolio
|
Q1 2024
Added 3.64%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
5,942
shares
|
$321,521
0.01% of portfolio
|
Q2 2024
Added 9.35%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
5,890
shares
|
$318,707
0.31% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
5,807
shares
|
$314,216
0.02% of portfolio
|
Q2 2024
Added 0.29%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
5,736
shares
|
$310,374
0.0% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
5,721
shares
|
$309,563
0.01% of portfolio
|
Q2 2024
Reduced 38.03%
|