DGS Institutional Ownership
WisdomTree Emerging Markets SmallCap Dividend Fund
1W: -0.0%
1M: -1.7%
3M: -3.0%
YTD: +9.7%
1Y: +10.7%
3Y: +46.9%
5Y: +38.5%
$63.30
+0.89 (+1.43%)
Weekly Expected Move ±2.5%
$60
$62
$63
$65
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DGS
272
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
16
New Positions
101
Increased
98
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (286 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3,960,885 | $251M | -247,363 | -5.9% | 44Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,296,488 | $82M | +13,961 | +1.1% | 15Q | SEC ↗ |
| 3 | NATIONAL BANK OF CANADA /FI | 614,358 | $39M | +5,758 | +0.9% | 19Q | SEC ↗ |
| 4 | MORGAN STANLEY | 568,016 | $36M | +11,847 | +2.1% | 60Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 527,269 | $33M | +10,214 | +2.0% | 22Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 461,874 | $29M | +21,353 | +4.8% | 71Q | SEC ↗ |
| 7 | Unison Advisors LLC | 448,588 | $28M | +3,439 | +0.8% | 35Q | SEC ↗ |
| 8 | CAPTRUST FINANCIAL ADVISORS | 436,804 | $28M | +6,040 | +1.4% | 6Q | SEC ↗ |
| 9 | LPL Financial LLC | 402,845 | $26M | -14,034 | -3.4% | 61Q | SEC ↗ |
| 10 | FIFTH THIRD BANCORP | 379,216 | $24M | +688 | +0.2% | 26Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 370,671 | $23M | +3,552 | +1.0% | 26Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 336,448 | $21M | +15,094 | +4.7% | 7Q | SEC ↗ |
| 13 | OLD MISSION CAPITAL LLC | 332,421 | $21M | +98,606 | +42.2% | 3Q | SEC ↗ |
| 14 | Focus Partners Wealth | 327,954 | $21M | -1,817 | -0.6% | 7Q | SEC ↗ |
| 15 | ASSETMARK, INC | 321,124 | $20M | +321,055 | +465297.1% | 8Q | SEC ↗ |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | 308,550 | $20M | +4,050 | +1.3% | 16Q | SEC ↗ |
| 17 | PARK AVENUE SECURITIES LLC | 271,602 | $17M | +11,237 | +4.3% | 25Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 261,905 | $17M | +12,973 | +5.2% | 71Q | SEC ↗ |
| 19 | BIP Wealth, LLC | 164,935 | $10M | +10,544 | +6.8% | 14Q | SEC ↗ |
| 20 | Cerity Partners LLC | 164,578 | $10M | -2,178 | -1.3% | 17Q | SEC ↗ |
| 21 | Checchi Capital Advisers, LLC | 163,820 | $10M | +4,669 | +2.9% | 17Q | SEC ↗ |
| 22 | Baker Ellis Asset Management LLC | 163,084 | $10M | -1,381 | -0.8% | 58Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 152,299 | $10M | -213,399 | -58.4% | 16Q | SEC ↗ |
| 24 | Cascade Financial Partners, LLC | 151,624 | $10M | +7,538 | +5.2% | 10Q | SEC ↗ |
| 25 | Portland Global Advisors LLC | 146,694 | $9M | +738 | +0.5% | 33Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 134,265 | $8M | -1,183 | -0.9% | 23Q | SEC ↗ |
| 27 | Tortoise Investment Management, LLC | 128,217 | $8M | -2,923 | -2.2% | 55Q | SEC ↗ |
| 28 | BLUELINE ADVISORS LLC | 125,091 | $8M | +7,201 | +6.1% | 3Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 124,454 | $8M | +2,707 | +2.2% | 53Q | SEC ↗ |
| 30 | UBS Group AG | 123,043 | $8M | +6,416 | +5.5% | 47Q | SEC ↗ |
| 31 | O'Connor Financial Group LLC | 122,017 | $8M | +762 | +0.6% | 14Q | SEC ↗ |
| 32 | Bristlecone Value Partners, LLC | 118,729 | $8M | -1,258 | -1.0% | 3Q | SEC ↗ |
| 33 | Discipline Wealth Solutions, LLC | 118,161 | $7M | -4,153 | -3.4% | 8Q | SEC ↗ |
| 34 | Stonebridge Wealth Management, LLC | 117,940 | $7M | +755 | +0.6% | 5Q | SEC ↗ |
| 35 | PENSION & WEALTH MANAGEMENT ADVISORS, | 113,641 | $7M | -4,338 | -3.7% | 15Q | SEC ↗ |
| 36 | Csenge Advisory Group | 110,702 | $7M | -3,782 | -3.3% | 17Q | SEC ↗ |
| 37 | Shore Point Advisors, LLC | 109,806 | $7M | +5,642 | +5.4% | 19Q | SEC ↗ |
| 38 | BlackRock, Inc. | 95,927 | $6M | +31,146 | +48.1% | 5Q | SEC ↗ |
| 39 | Steward Partners Investment Advisory, | 94,814 | $6M | +298 | +0.3% | 29Q | SEC ↗ |
| 40 | Prosperity Consulting Group, LLC | 92,842 | $6M | -10,627 | -10.3% | 10Q | SEC ↗ |
| 41 | TRB Wealth Management, LLC | 86,696 | $5M | +2,280 | +2.7% | 2Q | SEC ↗ |
| 42 | Spectrum Wealth Advisory Group, LLC | 85,575 | $5M | -2,961 | -3.3% | 8Q | SEC ↗ |
| 43 | SMITH, MOORE & CO. | 84,547 | $5M | -9,476 | -10.1% | 51Q | SEC ↗ |
| 44 | Leibman Financial Services, Inc. | 80,367 | $5M | +12,800 | +18.9% | 3Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 76,254 | $5M | +437 | +0.6% | 23Q | SEC ↗ |
| 46 | BKM Wealth Management, LLC | 72,376 | $5M | -6,795 | -8.6% | 11Q | SEC ↗ |
| 47 | Efficient Advisors, LLC | 68,935 | $4M | -71,958 | -51.1% | 52Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 68,367 | $4M | +2,505 | +3.8% | 37Q | SEC ↗ |
| 49 | Inlight Wealth Management, LLC | 67,498 | $4M | -3,235 | -4.6% | 7Q | SEC ↗ |
| 50 | Econ Financial Services Corp | 67,391 | $4M | +435 | +0.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 40,222 | $3M |
| CITADEL ADVISORS LLC | 29,755 | $2M |
| Evanson Financial, LLC | 20,209 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,218 | $1M |
| Collaborative Fund Advisors, LLC | 10,862 | $688K |
| Vontobel Holding Ltd. | 5,800 | $367K |
| Pitcairn Wealth Advisors LLC | 4,471 | $283K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2 | 3,566 | $226K |
| Gladstone Institutional Advisory LL | 3,506 | $222K |
| IFG Advisory, LLC | 2,513 | $159K |
| Decker Retirement Planning Inc. | 485 | $31K |
| Institute for Wealth Management, LL | 323 | $20K |
| First Bancorp, Inc /ME | 200 | $13K |
| COMPASS FINANCIAL MANAGEMENT LLC | 132 | $8K |
| Planning Strategies Inc. | 13 | $1K |
| Continuum Advisory, LLC | 8 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Neumann Capital Management, LLC | 157,417 | $10M |
| Empowered Funds, LLC | 104,359 | $7M |
| SEVEN MILE ADVISORY | 93,119 | $6M |
| Ocean Park Asset Management, LLC | 34,128 | $2M |
| FLOW TRADERS U.S. LLC | 30,664 | $2M |
| Independent Advisor Alliance | 13,902 | $880K |
| Diversify Advisory Services, LLC | 11,169 | $707K |
| Phillip James Consulting Co. | 9,652 | $611K |
| Chokshi & Queen Wealth Advisors, In | 7,099 | $449K |
| OKABENA INVESTMENT SERVICES INC | 4,263 | $270K |
| ALBION FINANCIAL GROUP /UT | 3,620 | $229K |
| Passive Capital Management, LLC. | 3,361 | $213K |
| GHP Investment Advisors, Inc. | 3,200 | $203K |
| OPTIMA CAPITAL LLC | 2,447 | $155K |
| QUADRANT CAPITAL GROUP LLC | 2,395 | $152K |
| Sound Income Strategies, LLC | 561 | $36K |
| Founders Financial Alliance, LLC | 555 | $35K |
| MAI Capital Management | 400 | $25K |
| Keating Financial Advisory Services | 300 | $19K |
| Beaird Harris Wealth Management, LL | 220 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +321,055 | +465297.1% | 321,124 |
| OLD MISSION CAPITAL LLC | +98,606 | +42.2% | 332,421 |
| BlackRock, Inc. | +31,146 | +48.1% | 95,927 |
| ENVESTNET ASSET MANAGEMENT INC | +21,353 | +4.8% | 461,874 |
| RAYMOND JAMES FINANCIAL INC | +15,094 | +4.7% | 336,448 |
| BANK OF AMERICA CORP /DE | +13,961 | +1.1% | 1,296,488 |
| WELLS FARGO & COMPANY/MN | +12,973 | +5.2% | 261,905 |
| Leibman Financial Services, Inc. | +12,800 | +18.9% | 80,367 |
| MORGAN STANLEY | +11,847 | +2.1% | 568,016 |
| PARK AVENUE SECURITIES LLC | +11,237 | +4.3% | 271,602 |
| BIP Wealth, LLC | +10,544 | +6.8% | 164,935 |
| HighTower Advisors, LLC | +10,214 | +2.0% | 527,269 |
| Kestra Advisory Services, LLC | +9,086 | +26.0% | 44,065 |
| Cascade Financial Partners, LLC | +7,538 | +5.2% | 151,624 |
| BLUELINE ADVISORS LLC | +7,201 | +6.1% | 125,091 |
| Lifetime Wealth Management P.C. | +6,686 | +29.5% | 29,315 |
| UBS Group AG | +6,416 | +5.5% | 123,043 |
| CAPTRUST FINANCIAL ADVISORS | +6,040 | +1.4% | 436,804 |
| NATIONAL BANK OF CANADA /FI | +5,758 | +0.9% | 614,358 |
| Shore Point Advisors, LLC | +5,642 | +5.4% | 109,806 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | -247,363 | -5.9% | 3,960,885 |
| AMERIPRISE FINANCIAL INC | -213,399 | -58.4% | 152,299 |
| Efficient Advisors, LLC | -71,958 | -51.1% | 68,935 |
| Addison Advisors LLC | -36,204 | -62.4% | 21,834 |
| Mariner, LLC | -14,447 | -35.8% | 25,871 |
| Focus Partners Advisor Solutions, L | -14,327 | -40.5% | 21,037 |
| LPL Financial LLC | -14,034 | -3.4% | 402,845 |
| Prosperity Consulting Group, LLC | -10,627 | -10.3% | 92,842 |
| SMITH, MOORE & CO. | -9,476 | -10.1% | 84,547 |
| BKM Wealth Management, LLC | -6,795 | -8.6% | 72,376 |
| Qube Research & Technologies Ltd | -5,601 | -60.3% | 3,684 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,790 | -27.1% | 12,906 |
| PENSION & WEALTH MANAGEMENT ADVISOR | -4,338 | -3.7% | 113,641 |
| Discipline Wealth Solutions, LLC | -4,153 | -3.4% | 118,161 |
| Csenge Advisory Group | -3,782 | -3.3% | 110,702 |
| Great Point Wealth Advisors, LLC | -3,668 | -8.2% | 41,317 |
| WHITTIER TRUST CO | -3,353 | -16.1% | 17,494 |
| rebel Financial LLC | -3,311 | -4.7% | 67,228 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -3,253 | -14.9% | 18,579 |
| Inlight Wealth Management, LLC | -3,235 | -4.6% | 67,498 |