Free Trial

WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Institutional Ownership

→ Elon to Transform U.S. Economy? (From Porter & Company) (Ad)
Free DGS Stock Alerts
$53.06
+0.34 (+0.64%)
(As of 05/17/2024 08:53 PM ET)
Compare
Stock AnalysisChartHoldingsOwnership

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)
$21.64M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.65M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 OLD Mission Capital LLC324,832$16.52M0.3%+1,090.3%0.646%
5/11/2024 Trustmark National Bank Trust Department18,985$966K0.1%-13.8%0.038%
5/9/2024 Portland Global Advisors LLC115,135$5.86M0.8%+8.5%0.229%
5/3/2024 Whittier 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%
4/22/2024 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%
2/16/2024 Aspect Partners LLC3,364$168K0.1%N/A0.006%
2/9/2024 Tidemark 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%
2/2/2024 BIP 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%
1/22/2024 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%
11/9/2023 Prime Capital Investment Advisors LLC4,483$207K0.0%-10.3%0.007%
11/9/2023 BIP 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%
11/6/2023 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%
10/27/2023 Princeton Global Asset Management LLC8,009$370K0.1%-36.4%0.013%
10/27/2023 Whittier Trust Co. of Nevada Inc.5,681$263K0.0%-19.2%0.010%
10/27/2023 Whittier 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%
8/14/2023 Boston Family Office LLC23,869$1.11M0.1%+1.6%0.040%
8/11/2023 Baird 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%
8/10/2023 Trustmark 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%
7/27/2023 BIP Wealth LLC223,742$10.41M0.9%+14.2%0.381%
4 Cryptos BETTER than Bitcoin (Ad)

Former Wall Street Insider and Professional Money Manager Reveals 4 Cryptos BETTER Than Bitcoin

Click For My #1 FREE Crypto for 2024
7/26/2023 Creative Financial Designs Inc. ADV1,357$63K0.0%+93.3%0.002%
7/26/2023 Janney 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%
5/15/2023 Flow Traders U.S. LLC81,967$3.75M0.2%-45.6%0.144%
5/12/2023 OLD Mission Capital LLC132,760$6.08M0.1%+65.0%0.234%
5/10/2023 BIP Wealth LLC195,855$8.97M1.0%N/A0.345%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC3,888$178K0.0%N/A0.007%
5/10/2023 WealthPLAN Partners LLC1,509$69K0.0%N/A0.003%
5/9/2023 Portland Global Advisors LLC93,732$4.29M0.7%+12.2%0.165%
4/28/2023 Janney 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%
3/6/2023 OLD Mission Capital LLC80,484$3.54M0.1%+92.1%0.142%
2/15/2023 Flow Traders U.S. LLC150,674$6.63M0.3%N/A0.265%
2/8/2023 Prime Capital Investment Advisors LLC5,106$225K0.0%N/A0.009%
2/1/2023 Portland Global Advisors LLC83,572$3.68M0.7%+2.1%0.147%
2/1/2023 Janney Montgomery Scott LLC33,245$1.46M0.0%+28.9%0.059%
1/26/2023Boenning & Scattergood Inc.16,185$863K0.1%N/A0.028%
1/25/2023 Whittier 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%
11/16/2022 Almanack Investment Partners LLC.2,713$108K0.0%N/A0.005%
11/14/2022 United Capital Financial Advisers LLC11,029$439K0.0%-21.6%0.020%
11/14/2022 OLD Mission Capital LLC41,906$1.67M0.1%+559.0%0.077%
11/9/2022 Trustmark National Bank Trust Department86,643$3.45M0.3%+1.8%0.160%
11/8/2022 Boston Family Office LLC23,650$942K0.1%+1.9%0.044%
11/7/2022 RPG 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%
11/3/2022 Bogart Wealth LLC2,432$97K0.0%N/A0.004%
11/3/2022 WESCAP Management Group Inc.52,301$2.08M0.8%-7.7%0.097%
10/27/2022 Portland Global Advisors LLC81,867$3.26M0.7%+3.0%0.152%
10/27/2022 US Bancorp DE3,100$124K0.0%+26.0%0.006%
10/25/2022 Janney 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%
10/21/2022 Whittier 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%
8/11/2022 WESCAP Management Group Inc.56,640$2.53M0.9%-32.6%0.108%
Must-See: Elon’s New Invention is Absolutely Insane (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
8/8/2022 Baird 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%
8/5/2022 OLD Mission Capital LLC6,359$284K0.0%-94.8%0.012%
8/4/2022 Princeton Global Asset Management LLC13,196$589K0.2%-6.3%0.025%
8/3/2022 Janney Montgomery Scott LLC22,021$994K0.0%+10.1%0.042%
7/29/2022 Patriot Financial Group Insurance Agency LLC1,121$50K0.0%+56.3%0.002%
7/28/2022 Leavell Investment Management Inc.11,535$515K0.0%N/A0.022%
7/28/2022 Whittier Trust Co.38,215$1.71M0.0%-3.5%0.074%
7/27/2022 Portland 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%
(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 ($16.52M), America First Investment Advisors LLC ($12.64M), BIP Wealth LLC ($12.46M), EisnerAmper Wealth Management Corporate Benefits LLC ($10.24M), Portland Global Advisors LLC ($5.86M), O Connor Financial Group LLC ($4.74M), and Flow Traders U.S. LLC ($3.75M).Learn more on DGS's institutional investors.

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

Of the 31 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 ($423.94K), BIP Wealth LLC ($249.58K), Flow Traders U.S. LLC ($150.67K), O Connor Financial Group LLC ($93.18K), Baird Financial Group Inc. ($50.35K), Next Level Private LLC ($42.46K), and Portland Global Advisors LLC ($27.37K).

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

Institutional investors have bought a total of 1,163,382 shares in the last 24 months. This purchase volume represents approximately $54.31M in transactions.

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

Of the 21 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 ($58.47K), Fieldpoint Private Securities LLC ($47.80K), WESCAP Management Group Inc. ($31.75K), EisnerAmper Wealth Management Corporate Benefits LLC ($28.64K), and Janney Montgomery Scott LLC ($12.47K).

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

Institutional investors have sold a total of 420,248 shares in the last 24 months. This volume of shares sold represents approximately $19.05M in transactions.


Related Companies:
This page (NYSEARCA:DGS) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Next President (Not Trump. Not Biden.)
The Freeport Society
Urgent Nvidia Warning
Altimetry
Elon’s New Device is About to Shock the World
InvestorPlace
"The Biggest Drug Ever" Is Coming
Behind the Markets
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders