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WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

WisdomTree Emerging Markets SmallCap Dividend Fund logo
$49.79 +0.14 (+0.28%)
(As of 12/24/2024 04:45 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets SmallCap Dividend Fund (NYSEARCA:DGS)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$35.97M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.81M
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DGS Institutional Buying and Selling by Quarter

WisdomTree Emerging Markets SmallCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Kovitz Investment Group Partners LLC252,739$13.51M0.1%N/A0.502%
11/15/2024 Integrated Wealth Concepts LLC10,241$550K0.0%-8.6%0.020%
11/14/2024 Flow Traders U.S. LLC16,280$874K0.0%-73.5%0.032%
11/9/2024 Trustmark National Bank Trust Department17,676$949K0.1%-5.5%0.035%
11/8/2024 BIP Wealth LLC256,093$13.75M0.9%+11.2%0.509%
11/7/2024 Tidemark LLC3,528$189K0.1%-13.1%0.007%
11/1/2024 Leavell Investment Management Inc.11,065$594K0.0%+6.9%0.022%
10/30/2024 United Advisor Group LLC43,435$2.33M0.5%+19.0%0.086%
10/29/2024 Janney Montgomery Scott LLC31,147$1.67M0.0%+34.5%0.062%
10/29/2024 Princeton Global Asset Management LLC2,672$143K0.0%-47.6%0.005%
10/25/2024 Nicholas Hoffman & Company LLC.52,484$2.82M0.1%+1.4%0.104%
10/22/2024 Eastern Bank277,951$14.93M0.3%+0.7%0.553%
10/15/2024 NBC Securities Inc.12,768$685K0.1%+18.6%0.025%
10/8/2024 O Connor Financial Group LLC101,985$5.48M2.9%+7.2%0.203%
10/7/2024 Marathon Strategic Advisors LLC28,358$1.52M1.6%+7.6%0.056%
8/8/2024 Johnson Investment Counsel Inc.27,878$1.43M0.0%-3.3%0.055%
8/3/2024 Nicholas Hoffman & Company LLC.51,764$2.66M0.1%+5.3%0.103%
7/31/2024Rothschild Investment LLC895$46K0.0%N/A0.002%
7/23/2024 Exchange Capital Management Inc.8,782$452K0.1%+17.0%0.017%
7/23/2024 MFA Wealth Advisors LLC235,134$12.10M2.6%+0.3%0.467%
7/8/2024 Marathon Strategic Advisors LLC26,357$1.36M1.6%+0.9%0.052%
5/14/2024 OLD Mission Capital LLC324,832$16.52M0.3%+1,090.3%0.646%
5/11/2024 Trustmark National Bank Trust Department18,985$966K0.1%-13.8%0.038%
5/9/2024 Portland Global Advisors LLC115,135$5.86M0.8%+8.5%0.229%
5/3/2024 Whittier Trust Co.35,480$1.80M0.0%+1.3%0.067%
5/1/2024 Janney Montgomery Scott LLC23,783$1.21M0.0%-20.6%0.045%
4/30/2024 Marathon Strategic Advisors LLC26,120$1.33M1.6%+2.1%0.049%
4/24/2024 Leavell Investment Management Inc.10,485$533K0.0%+3.9%0.020%
4/22/2024 Nicholas Hoffman & Company LLC.49,141$2.50M0.1%+5.2%0.093%
4/18/2024 Exchange Capital Management Inc.7,507$382K0.1%+63.8%0.013%
4/11/2024 O Connor Financial Group LLC93,184$4.74M2.8%+32.7%0.156%
4/5/2024 NBC Securities Inc.9,895$513K0.0%+74.0%0.017%
2/16/2024 Aspect Partners LLC3,364$168K0.1%N/A0.006%
2/9/2024 Tidemark LLC4,907$245K0.2%N/A0.008%
2/8/2024 Exchange Capital Management Inc.4,584$229K0.0%N/A0.008%
2/8/2024 Janney Montgomery Scott LLC29,949$1.50M0.0%+1.1%0.050%
2/7/2024 Johnson Investment Counsel Inc.28,858$1.44M0.0%-4.3%0.048%
2/7/2024 NBC Securities Inc.5,686$283K0.0%+69.3%0.010%
2/2/2024 BIP Wealth LLC249,576$12.46M1.0%+8.1%0.417%
2/1/2024 Nicholas Hoffman & Company LLC.46,721$2.33M0.1%+1.3%0.078%
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1/23/2024 Leavell Investment Management Inc.10,090$504K0.0%-6.3%0.017%
1/22/2024 Princeton Global Asset Management LLC7,799$389K0.1%-2.6%0.013%
1/17/2024 O Connor Financial Group LLC70,216$3.51M2.2%+3.6%0.117%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC205,081$10.24M3.7%-4.6%0.343%
11/9/2023 Prime Capital Investment Advisors LLC4,483$207K0.0%-10.3%0.007%
11/9/2023 BIP Wealth LLC230,935$10.68M1.0%+3.2%0.386%
11/8/2023 Janney Montgomery Scott LLC29,621$1.37M0.0%-2.7%0.050%
11/6/2023 Nicholas Hoffman & Company LLC.46,137$2.13M0.2%+6.2%0.077%
11/4/2023 NBC Securities Inc.3,359$155K0.0%N/A0.006%
10/27/2023 Princeton Global Asset Management LLC8,009$370K0.1%-36.4%0.013%
10/27/2023 Whittier Trust Co. of Nevada Inc.5,681$263K0.0%-19.2%0.010%
10/27/2023 Whittier Trust Co.35,158$1.63M0.0%-2.0%0.059%
10/20/2023 O Connor Financial Group LLC67,791$3.14M2.1%+5.6%0.113%
10/16/2023 Leavell Investment Management Inc.10,765$498K0.0%+36.3%0.018%
9/12/2023 Farther Finance Advisors LLC2,847$132K0.0%-7.9%0.005%
8/14/2023 Boston Family Office LLC23,869$1.11M0.1%+1.6%0.040%
8/11/2023 Baird Financial Group Inc.77,556$3.61M0.0%-11.7%0.130%
8/11/2023 Lansing Street Advisors1,343$63K0.0%-67.3%0.002%
8/10/2023 Trustmark National Bank Trust Department27,833$1.30M0.1%-66.6%0.047%
8/4/2023 Princeton Global Asset Management LLC12,584$586K0.2%-3.5%0.021%
7/27/2023 BIP Wealth LLC223,742$10.41M0.9%+14.2%0.381%
7/26/2023 Creative Financial Designs Inc. ADV1,357$63K0.0%+93.3%0.002%
7/26/2023 Janney Montgomery Scott LLC30,455$1.42M0.0%-15.2%0.052%
7/19/2023 Leavell Investment Management Inc.7,900$368K0.0%+3.1%0.013%
7/18/2023Hanson & Doremus Investment Management2,070$96K0.0%-35.9%0.004%
7/14/2023 O Connor Financial Group LLC64,177$2.99M2.1%+7.4%0.109%
7/11/2023EisnerAmper Wealth Management Corporate Benefits LLC277,838$12.93M6.2%-5.0%0.473%
5/15/2023 Flow Traders U.S. LLC81,967$3.75M0.2%-45.6%0.144%
5/12/2023 OLD Mission Capital LLC132,760$6.08M0.1%+65.0%0.234%
5/10/2023 BIP Wealth LLC195,855$8.97M1.0%N/A0.345%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC3,888$178K0.0%N/A0.007%
5/10/2023 WealthPLAN Partners LLC1,509$69K0.0%N/A0.003%
5/9/2023 Portland Global Advisors LLC93,732$4.29M0.7%+12.2%0.165%
4/28/2023 Janney Montgomery Scott LLC35,925$1.65M0.0%+8.1%0.063%
4/24/2023 Asset Dedication LLC5,786$265K0.0%+7.2%0.010%
4/14/2023 O Connor Financial Group LLC59,770$2.74M2.1%N/A0.105%
4/13/2023 Leavell Investment Management Inc.7,660$351K0.0%+3.2%0.013%
4/4/2023EisnerAmper Wealth Management Corporate Benefits LLC292,499$13.39M6.5%-1.1%0.515%
3/6/2023 OLD Mission Capital LLC80,484$3.54M0.1%+92.1%0.142%
2/15/2023 Flow Traders U.S. LLC150,674$6.63M0.3%N/A0.265%
2/8/2023 Prime Capital Investment Advisors LLC5,106$225K0.0%N/A0.009%
2/1/2023 Portland Global Advisors LLC83,572$3.68M0.7%+2.1%0.147%
2/1/2023 Janney Montgomery Scott LLC33,245$1.46M0.0%+28.9%0.059%
1/26/2023Boenning & Scattergood Inc.16,185$863K0.1%N/A0.028%
1/25/2023 Whittier Trust Co.37,396$1.65M0.0%+4.1%0.066%
1/19/2023 Asset Dedication LLC5,397$238K0.0%+19.2%0.010%
1/18/2023Hanson & Doremus Investment Management3,386$149K0.0%-33.1%0.006%
1/18/2023 Chemistry Wealth Management LLC30,802$1.36M0.5%-18.2%0.055%
1/17/2023 Leavell Investment Management Inc.7,420$326K0.0%-35.7%0.013%
1/3/2023EisnerAmper Wealth Management Corporate Benefits LLC295,729$13.01M6.6%-0.3%0.547%
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11/16/2022 Almanack Investment Partners LLC.2,713$108K0.0%N/A0.005%
11/14/2022 United Capital Financial Advisers LLC11,029$439K0.0%-21.6%0.020%
11/14/2022 OLD Mission Capital LLC41,906$1.67M0.1%+559.0%0.077%
11/9/2022 Trustmark National Bank Trust Department86,643$3.45M0.3%+1.8%0.160%
11/8/2022 Boston Family Office LLC23,650$942K0.1%+1.9%0.044%
11/7/2022 RPG Investment Advisory LLC11,293$450K0.1%-21.8%0.021%
11/4/2022 Nicholas Hoffman & Company LLC.34,492$1.37M0.1%+7.9%0.064%
11/3/2022 Bogart Wealth LLC2,432$97K0.0%N/A0.004%
11/3/2022 WESCAP Management Group Inc.52,301$2.08M0.8%-7.7%0.097%
10/27/2022 Portland Global Advisors LLC81,867$3.26M0.7%+3.0%0.152%
(Data available from 1/1/2016 forward)

DGS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGS shares?

During the previous two years, 37 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($16.52M), Eastern Bank ($14.93M), BIP Wealth LLC ($13.75M), Kovitz Investment Group Partners LLC ($13.51M), MFA Wealth Advisors LLC ($12.10M), EisnerAmper Wealth Management Corporate Benefits LLC ($10.24M), and Portland Global Advisors LLC ($5.86M).Learn more on DGS's institutional investors.

Which institutional investors have been buying WisdomTree Emerging Markets SmallCap Dividend Fund stock?

Of the 26 institutional investors that purchased WisdomTree Emerging Markets SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($388.40K), BIP Wealth LLC ($275.37K), Kovitz Investment Group Partners LLC ($252.74K), Flow Traders U.S. LLC ($150.67K), O Connor Financial Group LLC ($100.04K), Portland Global Advisors LLC ($20.84K), and Janney Montgomery Scott LLC ($18.44K).

How much institutional buying is happening at WisdomTree Emerging Markets SmallCap Dividend Fund?

Institutional investors have bought a total of 1,292,997 shares in the last 24 months. This purchase volume represents approximately $63.18M in transactions.

Which WisdomTree Emerging Markets SmallCap Dividend Fund major shareholders have been selling company stock?

Of the 17 institutional investors that sold WisdomTree Emerging Markets SmallCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($113.81K), Trustmark National Bank Trust Department ($59.49K), EisnerAmper Wealth Management Corporate Benefits LLC ($28.64K), Janney Montgomery Scott LLC ($12.47K), Baird Financial Group Inc. ($10.27K), Princeton Global Asset Management LLC ($7.67K), and Chemistry Wealth Management LLC ($6.88K).

How much institutional selling is happening at WisdomTree Emerging Markets SmallCap Dividend Fund?

Institutional investors have sold a total of 256,200 shares in the last 24 months. This volume of shares sold represents approximately $12.27M in transactions.


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This page (NYSEARCA:DGS) was last updated on 12/25/2024 by MarketBeat.com Staff
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