Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / EMG MKTS SMCAP
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
9.73K
-
Shares change
-
+2.03K
-
Total reported value, excl. options
-
$554K
-
Value change
-
+$116K
-
Number of buys
-
1
-
Number of sells
-
-1
-
Price
-
$57.00
Significant Holders of WISDOMTREE TR - EMG MKTS SMCAP (DGS) as of Q3 2025
6 filings reported holding DGS - WISDOMTREE TR - EMG MKTS SMCAP as of Q3 2025.
WISDOMTREE TR - EMG MKTS SMCAP (DGS) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.73K shares
.
Largest 6 shareholders include Wedmont Private Capital (7.24K shares), Heartwood Wealth Advisors LLC (2.07K shares), ELEVATION WEALTH PARTNERS, LLC (335 shares), Team Financial Group, LLC (89 shares), Central Pacific Bank - Trust Division (2 shares), and SALEM INVESTMENT COUNSELORS INC (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.