Who Owns DGS?
WisdomTree Emerging Markets SmallCap Dividend Fund — Institutional Ownership & 13F Holdings
$62.85
-0.55 (-0.87%)
Market Cap
$1.8B
Shares Outstanding
25,365,076
Institutional Holders
221
Total Inst. Value
$515.5M
% of Float Held
—
QoQ Holder Change
+72
Institutional data as of Q1 2025
New Positions
56
Closed Positions
31
Increased
55
Decreased
71
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $52.9M | 1,095,228 |
| 2 | Unison Advisors LLC | $34.7M | 718,522 |
| 3 | CW Advisors, LLC | $32.9M | 680,695 |
| 4 | HighTower Advisors, LLC | $27.6M | 571,754 |
| 5 | NATIONAL BANK OF CANADA /FI/ | $26.3M | 544,464 |
| 6 | MORGAN STANLEY | $23.6M | 489,487 |
| 7 | MFA WEALTH ADVISORS, LLCNew | $13.2M | 273,310 |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $12.4M | 257,389 |
| 9 | Tortoise Investment Management, LLC | $12.4M | 256,840 |
| 10 | FIFTH THIRD BANCORP | $12.4M | 255,866 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CW Advisors, LLC | +29K | $32.9M |
| HighTower Advisors, LLC | +36K | $27.6M |
| NATIONAL BANK OF CANADA /FI/ | +9K | $26.3M |
| MFA WEALTH ADVISORS, LLCNew | +273K | $13.2M |
| GREAT VALLEY ADVISOR GROUP, INC. | +11K | $12.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Creative Planning | -1.9M | $340K |
| EASTERN BANK | -245K | $1.6M |
| AMERIPRISE FINANCIAL INC | -243K | $5.9M |
| ROYAL BANK OF CANADA | -144K | $1.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -110K | $10.1M |
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Frequently Asked Questions
How many institutional investors hold DGS?
As of Q1 2025, 221 institutional investors report holding DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) in their 13F filings.
Which hedge fund owns the most DGS?
The largest institutional holder of DGS is BANK OF AMERICA CORP /DE/ with $52.9M in shares.
Are institutions buying or selling DGS?
This quarter, 56 institutions opened new positions in DGS and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.