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WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

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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)
15
Total
Institutional Inflows
(last 12 months)
$18.20M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.32M
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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
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%
2/16/2024Aspect 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%
2/8/2024Janney 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%
2/1/2024 Nicholas 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%
1/22/2024Princeton 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%
11/9/2023Prime 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%
11/6/2023 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%
10/27/2023Princeton 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%
10/16/2023 Leavell Investment Management Inc.10,765$498K0.0%+36.3%0.018%
9/12/2023Farther Finance Advisors LLC2,847$132K0.0%-7.9%0.005%
8/14/2023Boston 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%
8/10/2023Trustmark 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%
7/26/2023Janney 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%
7/18/2023 Hanson & 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%
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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%
4/24/2023 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%
3/6/2023OLD Mission Capital LLC80,484$3.54M0.1%+92.1%0.142%
2/15/2023Flow Traders U.S. LLC150,674$6.63M0.3%N/A0.265%
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%
1/19/2023 Asset Dedication LLC5,397$238K0.0%+19.2%0.010%
1/18/2023 Hanson & 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%
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%
11/4/2022 Nicholas 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%
10/21/2022 Chemistry 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%
10/20/2022 Hanson & 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%
8/13/2022 Next Level Private LLC42,461$1.90M0.7%N/A0.081%
8/13/2022 Nicholas 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%
8/8/2022Baird 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%
7/29/2022Patriot Financial Group Insurance Agency LLC1,121$50K0.0%+56.3%0.002%
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7/28/2022 Leavell Investment Management Inc.11,535$515K0.0%N/A0.022%
7/28/2022Whittier Trust Co.38,215$1.71M0.0%-3.5%0.074%
7/27/2022Portland Global Advisors LLC79,462$3.55M0.7%+5.5%0.153%
7/19/2022 Hanson & Doremus Investment Management5,487$245K0.1%-23.1%0.011%
7/12/2022 America First Investment Advisors LLC283,054$12.64M4.1%+1.0%0.553%
7/1/2022EisnerAmper Wealth Management Corporate Benefits LLC293,566$13.11M7.0%+1.9%0.599%
5/13/2022Kings Point Capital Management72,096$3.84M0.3%-2.8%0.145%
5/12/2022Trustmark National Bank Trust Department83,374$4.44M0.4%+0.8%0.170%
5/12/2022Integrated Wealth Concepts LLC6,469$345K0.0%N/A0.013%
5/11/2022Boston Family Office LLC23,403$1.25M0.1%+1.1%0.048%
(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, 49 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), OLD Mission Capital LLC ($6.08M), 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 37 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), Flow Traders U.S. LLC ($150.67K), OLD Mission Capital LLC ($126.40K), O Connor Financial Group LLC ($93.18K), Lansing Street Advisors ($77.59K), Baird Financial Group Inc. ($50.35K), and Chemistry Wealth Management LLC ($43.12K).

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

Institutional investors have bought a total of 1,036,313 shares in the last 24 months. This purchase volume represents approximately $48.29M in transactions.

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

Of the 26 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 Chemistry Wealth Management LLC ($11.66K).

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

Institutional investors have sold a total of 419,809 shares in the last 24 months. This volume of shares sold represents approximately $19.05M in transactions.


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This page (NYSEARCA:DGS) was last updated on 4/26/2024 by MarketBeat.com Staff

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