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WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

WisdomTree Emerging Markets SmallCap Dividend Fund logo
$55.26 -1.00 (-1.78%)
As of 07/7/2025 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)
29
Total
Institutional Inflows
(last 12 months)
$49.45M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$18.30M
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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
7/7/2025O 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%
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%
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1/28/2025Golden State Wealth Management LLC838$41K0.0%N/A0.002%
1/24/2025Princeton Global Asset Management LLC1,392$68K0.0%-47.9%0.003%
1/17/2025Marathon Strategic Advisors LLC30,177$1.48M1.6%+6.4%0.060%
1/17/2025Janney Montgomery Scott LLC33,371$1.63M0.0%+7.1%0.066%
1/13/2025Eastern Bank278,911$13.64M0.3%+0.3%0.554%
1/6/2025O 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%
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%
11/1/2024Leavell Investment Management Inc.11,065$594K0.0%+6.9%0.022%
10/30/2024United Advisor Group LLC43,435$2.33M0.5%+19.0%0.086%
10/29/2024Janney Montgomery Scott LLC31,147$1.67M0.0%+34.5%0.062%
10/29/2024Princeton 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%
10/15/2024NBC Securities Inc.12,768$685K0.1%+18.6%0.025%
10/8/2024O Connor Financial Group LLC101,985$5.48M2.9%+7.2%0.203%
10/7/2024Marathon Strategic Advisors LLC28,358$1.52M1.6%+7.6%0.056%
8/8/2024Johnson 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%
7/31/2024Rothschild Investment LLC895$46K0.0%N/A0.002%
7/23/2024Exchange Capital Management Inc.8,782$452K0.1%+17.0%0.017%
7/23/2024MFA Wealth Advisors LLC235,134$12.10M2.6%+0.3%0.467%
7/8/2024Marathon 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%
5/1/2024Janney Montgomery Scott LLC23,783$1.21M0.0%-20.6%0.045%
4/30/2024Marathon Strategic Advisors LLC26,120$1.33M1.6%+2.1%0.049%
4/24/2024Leavell 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%
4/18/2024Exchange Capital Management Inc.7,507$382K0.1%+63.8%0.013%
4/11/2024O Connor Financial Group LLC93,184$4.74M2.8%+32.7%0.156%
4/5/2024NBC Securities Inc.9,895$513K0.0%+74.0%0.017%
2/16/2024Aspect Partners LLC3,364$168K0.1%N/A0.006%
2/9/2024Tidemark LLC4,907$245K0.2%N/A0.008%
2/8/2024Exchange Capital Management Inc.4,584$229K0.0%N/A0.008%
2/8/2024Janney Montgomery Scott LLC29,949$1.50M0.0%+1.1%0.050%
2/7/2024Johnson Investment Counsel Inc.28,858$1.44M0.0%-4.3%0.048%
2/7/2024NBC 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%
1/23/2024Leavell Investment Management Inc.10,090$504K0.0%-6.3%0.017%
1/22/2024Princeton Global Asset Management LLC7,799$389K0.1%-2.6%0.013%
1/17/2024O Connor Financial Group LLC70,216$3.51M2.2%+3.6%0.117%
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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%
11/8/2023Janney 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%
11/4/2023NBC Securities Inc.3,359$155K0.0%N/A0.006%
10/27/2023Princeton Global Asset Management LLC8,009$370K0.1%-36.4%0.013%
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%
10/20/2023O Connor Financial Group LLC67,791$3.14M2.1%+5.6%0.113%
(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, 43 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($19.09M), 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 Jones Financial Companies Lllp ($10.54M).Learn more on WisdomTree Emerging Markets SmallCap Dividend Fund's institutional investors.

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

Of the 33 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: OLD Mission Capital LLC ($304.05K), Kovitz Investment Group Partners LLC ($266.58K), Jones Financial Companies Lllp ($216.59K), Ameriprise Financial Inc. ($214.93K), Inlight Wealth Management LLC ($111.45K), BIP Wealth LLC ($87.93K), and O Connor Financial Group LLC ($54.89K).

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

Institutional investors have bought a total of 982,829 shares in the last 24 months. This purchase volume represents approximately $49.45M in transactions.

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

Of the 16 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: OLD Mission Capital LLC ($250.65K), Flow Traders U.S. LLC ($45.11K), BIP Wealth LLC ($36.06K), Inlight Wealth Management LLC ($9.29K), Integrated Wealth Concepts LLC ($8.55K), Nicholas Hoffman & Company LLC. ($5.16K), and Princeton Global Asset Management LLC ($3.97K).

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

Institutional investors have sold a total of 369,800 shares in the last 24 months. This volume of shares sold represents approximately $18.30M in transactions.


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This page (NYSEARCA:DGS) was last updated on 7/8/2025 by MarketBeat.com Staff
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