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WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

WisdomTree Emerging Markets SmallCap Dividend Fund logo
$51.05 +1.56 (+3.15%)
As of 05/2/2025 04:10 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)
30
Total
Institutional Inflows
(last 12 months)
$53.81M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$18.09M
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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
5/2/2025BIP 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%
4/23/2025 Creative Financial Designs Inc. ADV1,727$83K0.0%-19.7%0.005%
4/22/2025 Inlight Wealth Management LLC102,162$4.94M1.5%-8.3%0.319%
4/17/2025 Highline Wealth Partners LLC548$26K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC37,195$1.80M0.0%+11.5%0.116%
4/14/2025 Farther Finance Advisors LLC4,752$231K0.0%+59.7%0.015%
4/11/2025 Princeton Global Asset Management LLC1,137$55K0.0%-18.3%0.004%
4/9/2025 NBC Securities Inc.5,367$259K0.0%+41,184.6%0.017%
4/7/2025 O 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%
2/13/2025 Inlight 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%
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%
2/10/2025 Farther 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%
2/4/2025 Exchange 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%
1/29/2025 MFA Wealth Advisors LLC256,952$12.57M3.2%+11.1%0.511%
1/28/2025 Golden State Wealth Management LLC838$41K0.0%N/A0.002%
1/24/2025 Princeton Global Asset Management LLC1,392$68K0.0%-47.9%0.003%
1/17/2025 Marathon Strategic Advisors LLC30,177$1.48M1.6%+6.4%0.060%
1/17/2025 Janney Montgomery Scott LLC33,371$1.63M0.0%+7.1%0.066%
1/13/2025Eastern Bank278,911$13.64M0.3%+0.3%0.554%
1/6/2025 O Connor Financial Group LLC105,718$5.17M2.7%+3.7%0.210%
12/26/2024JPMorgan Chase & Co.12,641$679K0.0%+3.5%0.025%
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11/15/2024Kovitz Investment Group Partners LLC252,739$13.51M0.1%N/A0.502%
11/15/2024Integrated Wealth Concepts LLC10,241$550K0.0%-8.6%0.020%
11/14/2024Flow Traders U.S. LLC16,280$874K0.0%-73.5%0.032%
11/9/2024Trustmark National Bank Trust Department17,676$949K0.1%-5.5%0.035%
11/8/2024BIP Wealth LLC256,093$13.75M0.9%+11.2%0.509%
11/7/2024Tidemark 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%
10/25/2024Nicholas Hoffman & Company LLC.52,484$2.82M0.1%+1.4%0.104%
10/22/2024Eastern 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%
8/3/2024Nicholas Hoffman & Company LLC.51,764$2.66M0.1%+5.3%0.103%
7/31/2024 Rothschild 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%
5/14/2024OLD Mission Capital LLC324,832$16.52M0.3%+1,090.3%0.646%
5/11/2024Trustmark National Bank Trust Department18,985$966K0.1%-13.8%0.038%
5/9/2024Portland Global Advisors LLC115,135$5.86M0.8%+8.5%0.229%
5/3/2024Whittier 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%
4/22/2024Nicholas 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%
2/9/2024Tidemark 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%
2/2/2024BIP Wealth LLC249,576$12.46M1.0%+8.1%0.417%
2/1/2024Nicholas Hoffman & Company LLC.46,721$2.33M0.1%+1.3%0.078%
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%
11/9/2023Prime Capital Investment Advisors LLC4,483$207K0.0%-10.3%0.007%
11/9/2023BIP 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%
11/6/2023Nicholas 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%
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10/27/2023Whittier Trust Co. of Nevada Inc.5,681$263K0.0%-19.2%0.010%
10/27/2023Whittier 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%
8/14/2023Boston Family Office LLC23,869$1.11M0.1%+1.6%0.040%
8/11/2023Baird 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%
8/10/2023Trustmark 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%
(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, 45 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($19.02M), Ameriprise Financial Inc. ($17.86M), Eastern Bank ($13.64M), Kovitz Investment Group Partners LLC ($13.04M), MFA Wealth Advisors LLC ($12.57M), BIP Wealth LLC ($11.04M), and EisnerAmper Wealth Management Corporate Benefits LLC ($10.24M).Learn more on DGS's institutional investors.

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

Of the 35 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 ($349.82K), BIP Wealth LLC ($283.79K), Kovitz Investment Group Partners LLC ($266.58K), Ameriprise Financial Inc. ($214.93K), Inlight Wealth Management LLC ($111.45K), O Connor Financial Group LLC ($49.06K), and MFA Wealth Advisors LLC ($26.49K).

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

Institutional investors have bought a total of 1,445,424 shares in the last 24 months. This purchase volume represents approximately $71.92M in transactions.

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

Of the 24 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: OLD Mission Capital LLC ($250.65K), Flow Traders U.S. LLC ($113.81K), Trustmark National Bank Trust Department ($59.49K), BIP Wealth LLC ($36.06K), EisnerAmper Wealth Management Corporate Benefits LLC ($24.50K), Janney Montgomery Scott LLC ($12.47K), and Baird Financial Group Inc. ($10.27K).

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

Institutional investors have sold a total of 550,603 shares in the last 24 months. This volume of shares sold represents approximately $26.72M in transactions.


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This page (NYSEARCA:DGS) was last updated on 5/3/2025 by MarketBeat.com Staff
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