S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
'Civil War’ continues box-office campaign at No. 1
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Conservative Brazilians laud Elon Musk at rally in support of ex-president Bolsonaro
Tens of thousands of Colombians protest against the leftist president's reform agenda

WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

$49.82
-0.17 (-0.34%)
(As of 04/19/2024 ET)

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)
$20.17M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.70M
Get DGS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Emerging Markets SmallCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DGS Institutional Buying and Selling by Quarter

WisdomTree Emerging Markets SmallCap Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Exchange 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%
2/16/2024Aspect Partners LLC3,364$168K0.1%N/A0.006%
2/15/2024OLD Mission Capital LLC27,291$1.36M0.0%N/A0.046%
2/15/2024Baird Financial Group Inc.80,355$4.01M0.0%+3.5%0.134%
2/15/2024Comerica Bank1,438$72K0.0%-44.0%0.002%
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%
2/7/2024 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%
1/23/2024Leavell 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%
1/17/2024 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%
11/15/2023Integrated Wealth Concepts LLC11,630$538K0.0%N/A0.019%
11/15/2023Ameriprise Financial Inc.169,684$7.85M0.0%-0.7%0.284%
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%
11/4/2023 NBC 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%
10/20/2023 O Connor Financial Group LLC67,791$3.14M2.1%+5.6%0.113%
10/16/2023Leavell Investment Management Inc.10,765$498K0.0%+36.3%0.018%
9/12/2023Farther Finance Advisors LLC2,847$132K0.0%-7.9%0.005%
8/14/2023United Capital Financial Advisers LLC10,414$485K0.0%-4.2%0.017%
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%
8/11/2023Lansing Street Advisors1,343$63K0.0%-67.3%0.002%
8/11/2023JPMorgan Chase & Co.31,811$1.48M0.0%+2.5%0.053%
8/10/2023Trustmark National Bank Trust Department27,833$1.30M0.1%-66.6%0.047%
8/4/2023Princeton Global Asset Management LLC12,584$586K0.2%-3.5%0.021%
7/27/2023BIP Wealth LLC223,742$10.41M0.9%+14.2%0.381%
7/26/2023Creative Financial Designs Inc. ADV1,357$63K0.0%+93.3%0.002%
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…
7/26/2023Janney Montgomery Scott LLC30,455$1.42M0.0%-15.2%0.052%
7/19/2023Leavell 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%
5/22/2023Ameriprise Financial Inc.185,935$8.51M0.0%+0.3%0.316%
5/18/2023JPMorgan Chase & Co.31,032$1.42M0.0%-46.7%0.055%
5/15/2023Flow Traders U.S. LLC81,967$3.75M0.2%-45.6%0.144%
5/12/2023OLD Mission Capital LLC132,760$6.08M0.1%+65.0%0.234%
5/10/2023BIP Wealth LLC195,855$8.97M1.0%N/A0.345%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC3,888$178K0.0%N/A0.007%
5/10/2023WealthPLAN Partners LLC1,509$69K0.0%N/A0.003%
5/9/2023Portland Global Advisors LLC93,732$4.29M0.7%+12.2%0.165%
4/28/2023Janney Montgomery Scott LLC35,925$1.65M0.0%+8.1%0.063%
4/24/2023Asset Dedication LLC5,786$265K0.0%+7.2%0.010%
4/14/2023 O Connor Financial Group LLC59,770$2.74M2.1%N/A0.105%
4/13/2023Leavell 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%
3/6/2023OLD Mission Capital LLC80,484$3.54M0.1%+92.1%0.142%
2/16/2023United Capital Financial Advisers LLC10,714$471K0.0%-2.9%0.019%
2/15/2023Flow Traders U.S. LLC150,674$6.63M0.3%N/A0.265%
2/13/2023Baird Financial Group Inc.53,866$2.37M0.0%+7.2%0.095%
2/13/2023JPMorgan Chase & Co.58,204$2.56M0.0%+652.5%0.102%
2/8/2023Prime Capital Investment Advisors LLC5,106$225K0.0%N/A0.009%
2/1/2023Portland Global Advisors LLC83,572$3.68M0.7%+2.1%0.147%
2/1/2023Janney Montgomery Scott LLC33,245$1.46M0.0%+28.9%0.059%
1/26/2023Boenning & Scattergood Inc.16,185$863K0.1%N/A0.028%
1/25/2023Whittier Trust Co.37,396$1.65M0.0%+4.1%0.066%
1/19/2023Asset Dedication LLC5,397$238K0.0%+19.2%0.010%
1/18/2023Hanson & Doremus Investment Management3,386$149K0.0%-33.1%0.006%
1/18/2023Chemistry Wealth Management LLC30,802$1.36M0.5%-18.2%0.055%
1/17/2023Leavell 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%
11/16/2022Almanack Investment Partners LLC.2,713$108K0.0%N/A0.005%
11/14/2022United Capital Financial Advisers LLC11,029$439K0.0%-21.6%0.020%
11/14/2022OLD Mission Capital LLC41,906$1.67M0.1%+559.0%0.077%
11/9/2022Trustmark National Bank Trust Department86,643$3.45M0.3%+1.8%0.160%
11/8/2022Boston Family Office LLC23,650$942K0.1%+1.9%0.044%
11/7/2022RPG Investment Advisory LLC11,293$450K0.1%-21.8%0.021%
11/4/2022Nicholas Hoffman & Company LLC.34,492$1.37M0.1%+7.9%0.064%
11/3/2022Bogart Wealth LLC2,432$97K0.0%N/A0.004%
11/3/2022WESCAP Management Group Inc.52,301$2.08M0.8%-7.7%0.097%
10/27/2022Portland Global Advisors LLC81,867$3.26M0.7%+3.0%0.152%
10/27/2022US Bancorp DE3,100$124K0.0%+26.0%0.006%
10/25/2022Janney Montgomery Scott LLC25,790$1.03M0.0%+17.1%0.048%
10/21/2022Chemistry Wealth Management LLC37,677$1.50M0.6%-11.3%0.071%
10/21/2022Whittier Trust Co.35,937$1.43M0.0%-6.0%0.067%
10/20/2022Hanson & Doremus Investment Management5,061$202K0.1%-7.8%0.009%
10/3/2022EisnerAmper Wealth Management Corporate Benefits LLC296,643$11.81M6.7%+1.0%0.566%
8/13/2022Next Level Private LLC42,461$1.90M0.7%N/A0.081%
SHOCKING Crypto Leak… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
8/13/2022Nicholas Hoffman & Company LLC.31,959$1.43M0.1%+11.8%0.061%
8/11/2022Bluestein R H & Co. LLC10,886$486K0.0%+132.6%0.021%
8/11/2022CoreCap Advisors LLC6,210$277K0.0%-17.7%0.012%
8/11/2022WESCAP Management Group Inc.56,640$2.53M0.9%-32.6%0.108%
8/11/2022JPMorgan Chase & Co.7,468$333K0.0%-4.5%0.014%
8/8/2022Baird Financial Group Inc.50,350$2.25M0.0%N/A0.096%
8/5/2022Fieldpoint Private Securities LLC26,746$1.19M0.3%-64.1%0.051%
8/5/2022OLD Mission Capital LLC6,359$284K0.0%-94.8%0.012%
8/4/2022Princeton Global Asset Management LLC13,196$589K0.2%-6.3%0.025%
8/3/2022Janney Montgomery Scott LLC22,021$994K0.0%+10.1%0.042%
(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, 52 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were Palladium Partners LLC ($38.71M), America First Investment Advisors LLC ($12.64M), BIP Wealth LLC ($12.46M), EisnerAmper Wealth Management Corporate Benefits LLC ($10.24M), Ameriprise Financial Inc. ($7.85M), O Connor Financial Group LLC ($4.74M), and Portland Global Advisors LLC ($4.29M).Learn more on DGS's institutional investors.

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

Of the 39 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: BIP Wealth LLC ($249.58K), OLD Mission Capital LLC ($153.69K), Flow Traders U.S. LLC ($150.67K), O Connor Financial Group LLC ($93.18K), Lansing Street Advisors ($77.59K), Baird Financial Group Inc. ($56.65K), and JPMorgan Chase & Co. ($52.64K).

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

Institutional investors have bought a total of 1,133,814 shares in the last 24 months. This purchase volume represents approximately $52.79M in transactions.

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

Of the 29 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 ($116.56K), Flow Traders U.S. LLC ($68.71K), Trustmark National Bank Trust Department ($55.42K), Fieldpoint Private Securities LLC ($47.80K), WESCAP Management Group Inc. ($31.75K), EisnerAmper Wealth Management Corporate Benefits LLC ($28.64K), and JPMorgan Chase & Co. ($27.53K).

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

Institutional investors have sold a total of 450,718 shares in the last 24 months. This volume of shares sold represents approximately $20.47M in transactions.


This page (NYSEARCA:DGS) was last updated on 4/21/2024 by MarketBeat.com Staff

From Our Partners