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WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

WisdomTree Emerging Markets SmallCap Dividend Fund logo
$63.36 -1.05 (-1.63%)
Closing price 04:10 PM Eastern
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$63.41 +0.05 (+0.08%)
As of 07:30 PM Eastern
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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)
20
Total
Institutional Inflows
(last 12 months)
$22.60M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$17.95M
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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
5/12/2026 Phillip James Consulting Co.9,652$580K0.4%N/A0.035%
4/28/2026 Whittier Trust Co.20,847$1.25M0.0%-1.9%0.075%
4/22/2026 Janney Montgomery Scott LLC45,939$2.76M0.0%-3.1%0.165%
4/15/2026 Marathon Strategic Advisors LLC34,494$2.07M1.5%+3.3%0.124%
3/16/2026 Osbon Capital Management LLC529$30K0.0%N/A0.002%
2/18/2026 Cahill Financial Advisors Inc.10,699$612K0.1%+6.6%0.038%
2/17/2026 Captrust Financial Advisors400,298$22.91M0.0%+3.4%1.440%
2/16/2026 Okabena Investment Services Inc.4,263$244K0.0%N/A0.015%
2/16/2026 Seven Mile Advisory93,119$5.33M0.9%+2.1%0.335%
2/16/2026 Atlas Capital Advisors Inc.651$37K0.0%N/A0.002%
2/13/2026 Boston Family Office LLC12,451$713K0.0%-1.8%0.045%
2/11/2026 Janney Montgomery Scott LLC47,399$2.71M0.0%+38.7%0.171%
2/11/2026 Spectrum Wealth Advisory Group LLC96,956$5.55M2.0%-72.7%0.349%
2/10/2026 Portland Global Advisors LLC143,794$8.23M0.9%+1.7%0.517%
2/3/2026 BOKF NA744$43K0.0%+112.6%0.003%
1/29/2026 NBC Securities Inc.440$25K0.0%-89.0%0.002%
1/26/2026 Whittier Trust Co. of Nevada Inc.3,575$209K0.0%-37.1%0.013%
1/26/2026 Whittier Trust Co.21,240$1.24M0.0%-9.2%0.076%
1/26/2026 O Connor Financial Group LLC121,493$7.43M3.0%+1.8%0.432%
1/23/2026 Farther Finance Advisors LLC7,666$439K0.0%+47.3%0.027%
1/23/2026 Inlight Wealth Management LLC76,069$4.35M1.0%-13.4%0.271%
1/15/2026 Lodestone Wealth Management LLC15,218$871K0.4%-3.5%0.054%
1/1/2026 JPMorgan Chase & Co.3,193$182K0.0%+152.6%0.011%
12/2/2025 IFP Advisors Inc1,860$106K0.0%-34.6%0.006%
11/19/2025 Captrust Financial Advisors387,255$22.11M0.0%+2.0%1.349%
11/17/2025 Ameriprise Financial Inc.371,772$21.23M0.0%+160.4%1.295%
11/13/2025 Seven Mile Advisory91,183$5.21M0.8%N/A0.318%
11/12/2025 Nicholas Hoffman & Company LLC.47,405$2.71M0.1%+0.5%0.165%
11/10/2025 Portland Global Advisors LLC141,390$8.07M0.9%+2.4%0.493%
11/7/2025 JPMorgan Chase & Co.3,193$182K0.0%+152.6%0.011%
11/4/2025 Jones Financial Companies Lllp4,924$279K0.0%+20.4%0.017%
10/30/2025 BIP Wealth LLC184,165$10.52M0.4%-10.2%0.642%
10/28/2025 Leavell Investment Management Inc.10,245$585K0.0%-3.0%0.036%
10/28/2025 Inlight Wealth Management LLC87,865$5.02M1.3%-9.9%0.306%
10/27/2025 O Connor Financial Group LLC119,398$6.82M2.9%+2.4%0.416%
10/24/2025 Lodestone Wealth Management LLC15,765$900K0.4%+3.9%0.055%
10/23/2025 CX Institutional1,177$67K0.0%N/A0.004%
10/22/2025 CoreCap Advisors LLC3,802$217K0.0%-8.4%0.013%
10/15/2025 Hanson & Doremus Investment Management1,135$65K0.0%-45.7%0.004%
10/9/2025 Princeton Global Asset Management LLC790$45K0.0%-30.5%0.003%
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10/6/2025 Heartwood Wealth Advisors LLC2,070$118K0.0%N/A0.007%
8/15/2025 Captrust Financial Advisors379,635$20.97M0.0%+2.3%1.300%
8/15/2025 Ameriprise Financial Inc.142,764$7.89M0.0%+17.2%0.489%
8/13/2025 Flow Traders U.S. LLC234,537$12.96M0.5%N/A0.803%
8/13/2025 Portland Global Advisors LLC138,045$7.63M0.9%+3.2%0.473%
8/13/2025 Baird Financial Group Inc.89,955$4.97M0.0%+6.9%0.308%
8/13/2025 Boston Family Office LLC12,659$699K0.0%+3.8%0.043%
8/13/2025 Russell Investments Group Ltd.2,357$130K0.0%N/A0.008%
8/12/2025 Spectrum Wealth Advisory Group LLC83,224$4.60M2.1%-55.6%0.285%
8/12/2025 JPMorgan Chase & Co.1,264$70K0.0%-89.8%0.004%
8/8/2025 SBI Securities Co. Ltd.2,639$146K0.0%+8.8%0.009%
8/7/2025 Cahill Financial Advisors Inc.10,022$554K0.1%+3.6%0.034%
8/4/2025 Creative Financial Designs Inc. ADV1,521$84K0.0%-11.9%0.005%
7/31/2025 Leavell Investment Management Inc.10,565$584K0.0%-3.2%0.036%
7/30/2025 Whittier Trust Co.23,841$1.32M0.0%-29.6%0.081%
7/22/2025 Inlight Wealth Management LLC97,519$5.39M1.4%-4.5%0.333%
7/21/2025Exchange Capital Management Inc.18,225$1.01M0.2%+13.2%0.062%
7/17/2025 Janney Montgomery Scott LLC37,728$2.08M0.0%+1.4%0.129%
7/11/2025 Farther Finance Advisors LLC5,291$292K0.0%+11.3%0.018%
7/7/2025 O Connor Financial Group LLC116,600$6.56M2.9%+5.3%0.398%
5/16/2025Jones Financial Companies Lllp218,082$10.54M0.0%+5,520.7%0.710%
5/16/2025Integrated Wealth Concepts LLC6,771$327K0.0%-52.8%0.022%
5/15/2025Baird Financial Group Inc.84,140$4.07M0.0%+1.2%0.274%
5/15/2025OLD Mission Capital LLC395,232$19.09M0.3%+1.7%1.287%
5/13/2025Boston Family Office LLC12,192$589K0.0%+3.4%0.040%
5/7/2025Portland Global Advisors LLC133,716$6.46M0.8%+3.3%0.436%
5/2/2025BIP Wealth LLC228,453$11.04M0.7%-13.6%0.744%
5/2/2025Whittier Trust Co.33,878$1.64M0.0%-3.1%0.110%
5/2/2025SBI Securities Co. Ltd.2,426$117K0.0%-28.2%0.008%
4/23/2025Creative Financial Designs Inc. ADV1,727$83K0.0%-19.7%0.005%
4/22/2025Inlight Wealth Management LLC102,162$4.94M1.5%-8.3%0.319%
4/17/2025Highline Wealth Partners LLC548$26K0.0%N/A0.002%
4/17/2025Janney Montgomery Scott LLC37,195$1.80M0.0%+11.5%0.116%
4/14/2025Farther Finance Advisors LLC4,752$231K0.0%+59.7%0.015%
4/11/2025Princeton Global Asset Management LLC1,137$55K0.0%-18.3%0.004%
4/9/2025NBC Securities Inc.5,367$259K0.0%+41,184.6%0.017%
4/7/2025O Connor Financial Group LLC110,767$5.35M2.8%+4.8%0.346%
2/17/2025Colonial Trust Co SC691$34K0.0%N/A0.001%
2/17/2025Cahill Financial Advisors Inc.9,633$471K0.1%N/A0.019%
2/17/2025Baird Financial Group Inc.83,167$4.07M0.0%+0.6%0.165%
2/17/2025BIP Wealth LLC264,513$12.94M0.9%+3.3%0.526%
2/17/2025Ameriprise Financial Inc.365,074$17.86M0.0%+143.1%0.726%
2/14/2025Kovitz Investment Group Partners LLC266,580$13.04M0.0%+5.5%0.530%
2/14/2025Integrated Wealth Concepts LLC14,360$703K0.0%+40.2%0.029%
2/13/2025Inlight Wealth Management LLC111,450$5.45M1.7%N/A0.222%
2/13/2025Oarsman Capital Inc.918$45K0.0%-55.4%0.002%
2/12/2025Invenio Wealth Partners LLC87,912$4.30M1.8%+12.6%0.175%
2/12/2025Boston Family Office LLC11,794$577K0.0%+7.8%0.023%
2/12/2025OLD Mission Capital LLC388,722$19.02M0.3%-39.2%0.773%
2/12/2025Portland Global Advisors LLC129,427$6.33M0.8%+2.6%0.257%
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2/12/2025JPMorgan Chase & Co.11,273$552K0.0%-10.8%0.022%
2/11/2025Whittier Trust Co.34,949$1.71M0.0%-1.4%0.069%
2/10/2025Tidemark LLC884$43K0.0%-74.9%0.002%
2/10/2025Farther Finance Advisors LLC2,975$146K0.0%-12.3%0.006%
2/6/2025SBI Securities Co. Ltd.3,379$165K0.0%N/A0.007%
2/6/2025Jones Financial Companies Lllp3,880$190K0.0%+160.1%0.008%
2/4/2025Exchange Capital Management Inc.15,046$736K0.1%+14.8%0.030%
1/31/2025Nicholas Hoffman & Company LLC.47,329$2.32M0.1%-9.8%0.094%
1/29/2025MFA Wealth Advisors LLC256,952$12.57M3.2%+11.1%0.511%
1/28/2025Golden State Wealth Management LLC838$41K0.0%N/A0.002%


DGS Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were Captrust Financial Advisors ($22.91M), Ameriprise Financial Inc. ($21.23M), OLD Mission Capital LLC ($19.09M), Eastern Bank ($13.64M), Kovitz Investment Group Partners LLC ($13.04M), Flow Traders U.S. LLC ($12.96M), and MFA Wealth Advisors LLC ($12.57M).Learn more on WisdomTree Emerging Markets SmallCap Dividend Fund's institutional investors.

Of the 40 institutional investors that purchased WisdomTree Emerging Markets SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($464.85K), Kovitz Investment Group Partners LLC ($266.58K), Flow Traders U.S. LLC ($234.54K), Jones Financial Companies Lllp ($217.43K), Inlight Wealth Management LLC ($111.45K), Seven Mile Advisory ($93.12K), and BIP Wealth LLC ($34.21K).

Institutional investors have bought a total of 395,124 shares in the last 24 months. This purchase volume represents approximately $22.60M in transactions.

Of the 14 institutional investors that sold WisdomTree Emerging Markets SmallCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Spectrum Wealth Advisory Group LLC ($257.80K), Inlight Wealth Management LLC ($21.45K), BIP Wealth LLC ($20.96K), NBC Securities Inc. ($3.56K), Whittier Trust Co. ($2.55K), Whittier Trust Co. of Nevada Inc. ($2.11K), and Janney Montgomery Scott LLC ($1.46K).

Institutional investors have sold a total of 313,602 shares in the last 24 months. This volume of shares sold represents approximately $17.95M in transactions.


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Institutional ownership data for NYSEARCA:DGS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/12/2026. New 13F filings are added each quarter as they're published.
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