Skip to content
Disclosery

DGS WISDOMTREE TR

Follow

EMG MKTS SMCAP (fund)

244 managers (245 13F filers) reported a position in DGS shares at 2024-12-31, 24,186,511 shares in all. 13 filers opened a position and 20 filers sold out during the quarter.

Managers
244
13F filers
245
New
13
Added
88
Reduced
78
Sold out
20
Shares held by filers
24,186,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ATLAS CAPITAL ADVISORS INC.651$31.8K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC628$30.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC555$27.2K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC466$22.8K<0.01%-43113F-HRTimeline
Sound Income Strategies, LLC466$22.8K<0.01%+313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.423$20.7K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC410$20.1K0.01%013F-HRTimeline
MAI Capital Management400$19.6K<0.01%new13F-HRTimeline
Transce3nd, LLC317$15.5K0.01%13F-HRTimeline
Mainstream Capital Management LLC313$15.3K0.01%new13F-HRTimeline
Synergy Investment Management, LLC310$15.2K0.01%13F-HRTimeline
PRIVATE TRUST CO NA292$14.3K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC279$13.6K0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC214$10.5K<0.01%-1213F-HRTimelineGroup
Ridgewood Investments LLC206$10.1K<0.01%013F-HRTimeline
ORG Partners LLC196$9.59K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC177$9K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC180$8.79K<0.01%-69913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC164$8.02K<0.01%013F-HRTimeline
WR Wealth Planners, LLC164$8.02K<0.01%013F-HRTimeline
Millstone Evans Group, LLC153$7.49K0.01%13F-HRTimeline
NewEdge Advisors, LLC153$7.48K<0.01%-1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC143$7K<0.01%013F-HRTimelineGroup
Allworth Financial LP121$5.93K<0.01%013F-HRTimeline
Sachetta, LLC119$5.82K<0.01%-1413F-HRTimeline
Stonebridge Financial Group, LLC64$3.13K<0.01%13F-HRTimeline
REAP Financial Group, LLC61$2.98K<0.01%-413F-HRTimeline
LRI Investments, LLC50$2.45K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41$2.01K<0.01%-1713F-HRTimelineGroup
Covestor Ltd36$2K<0.01%013F-HRTimeline
Financial Life Planners20$985<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…16$783<0.01%013F-HRTimeline
FLP Wealth Management, LLC15$734<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC14$697<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.13$6590.06%-12,75513F-HRTimeline
Asset Dedication, LLC13$636<0.01%013F-HRTimeline
AE Wealth Management LLC13$636<0.01%new13F-HRTimeline
Continuum Advisory, LLC8$391<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7$342<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3$147<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division2$98<0.01%013F-HRTimeline
Blue Trust, Inc.1$49<0.01%013F-HR/ATimeline
Evergreen Private Wealth LLC1$49<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.