Wisdomtree Emerging MarketsDEMETF

13F holders, Q1 2024 (March 31)
299holders
3famous investors
$41.84avg. 13F price*

At the end of Q1 2024, 299 institutions reported holding Wisdomtree Emerging Markets (DEM) in their 13F filings. The largest holders were Morgan Stanley ($275.7M), Bank of America Corp. ($228.8M) and Wells Fargo & Company ($116.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Wisdomtree Emerging Markets
CUSIP
97717W315
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 299Q1 2024Q2 2024: 298Q2 2024Q3 2024: 305Q3 2024Q4 2024: 318Q4 2024Q1 2025: 306Q1 2025Q2 2025: 325Q2 2025Q3 2025: 320Q3 2025Q4 2025: 353Q4 2025Q1 2026: 353Q1 2026Q2 2026: 371Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions27$25.5M
Exits24$25.9M

Ownership 299 holders

Morgan Stanley 0.02% Reduce -0.7% 6,589,502 $275.7M
Bank of America Corp. 0.02% Add +0.9% 5,467,529 $228.8M
Wells Fargo & Company 0.03% Add +5.2% 2,789,758 $116.7M
Ameriprise Financial Inc. 0.03% Add +3.8% 2,328,152 $97.4M
Creative Planning 0.10% Reduce -3.6% 2,237,453 $93.6M
LPL Financial LLC 0.05% Add +40.1% 2,083,903 $87.2M
UBS Group AG 0.02% Reduce -0.5% 1,667,585 $69.8M
Envestnet Asset Management Inc. 0.02% Add +9.1% 1,255,687 $52.5M
Cwm, LLC 0.15% Reduce -1.4% 736,741 $30.8M
Arden Trust Co 4.06% Reduce -1.1% 696,416 $29.1M
Royal Bank of Canada 0.01% Reduce -19.7% 573,402 $24.0M
Assetmark, Inc. 0.08% Add +4.9% 561,637 $23.5M
Commonwealth Equity Services, LLC 0.04% Add +3.8% 543,344 $22.7M
JPMorgan Chase & Co. 0.00% Reduce -14.8% 516,358 $21.6M
Aspiriant, LLC 0.89% Reduce -7.8% 512,343 $21.4M
Composition Wealth, LLC 0.46% Reduce -22.2% 438,040 $18.3M
Stifel Financial Corp. 0.02% Add +94.5% 411,515 $17.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +13.3% 391,606 $16.4M
Cetera Investment Advisers 0.04% Add +212.0% 361,297 $15.1M
Raymond James & Associates 0.01% Add +0.4% 359,850 $15.1M
Mercer Global Advisors Inc. 0.04% Add +15.0% 343,759 $14.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.6% 337,551 $14.1M
Signature Estate & Investment Advisors LLC 0.38% Add +0.0% 317,234 $13.3M
Linscomb Wealth, Inc. 0.63% Add +19.0% 293,575 $12.3M
Avantax Advisory Services, Inc. 0.10% Reduce -35.4% 278,699 $11.7M
M&T Bank Corp 0.04% Reduce -1.1% 262,542 $11.0M
Kestra Advisory Services, LLC 0.07% Add +19.4% 261,494 $10.9M
TMD Wealth Management, LLC 2.36% Add +21.8% 241,674 $10.1M
Capital Analysts, LLC 0.47% Reduce -5.9% 240,466 $10.1M
Osaic Holdings, Inc. 0.02% Reduce -7.9% 238,462 $10.0M
Baird Financial Group, Inc. 0.02% Add +3.0% 220,513 $9.2M
Alliancebernstein L.P. 0.00% Add +4.6% 210,529 $8.8M
Cornerstone Wealth Group, LLC 0.72% New 185,398 $7.8M
Baker Avenue Asset Management, LP 0.28% Reduce -2.8% 170,595 $7.1M
Private Wealth Advisors, LLC 2.89% Reduce -4.1% 164,934 $6.9M
Bank of New York Mellon Corp 0.00% Add +1.7% 157,218 $6.6M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.2% 155,973 $6.5M
Cascade Financial Partners, LLC 0.92% — 152,132 $6.4M
D.A. Davidson & Co. 0.05% Add +5.7% 131,602 $5.5M
Orion Porfolio Solutions, LLC 0.06% Reduce -6.2% 129,435 $5.4M
Orion Portfolio Solutions, LLC 0.06% Reduce -6.2% 129,435 $5.4M
Cheviot Value Management, LLC 1.15% Reduce -1.2% 125,583 $5.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% Add +1.6% 119,149 $5.0M
Comerica Bank 0.02% Add +0.3% 114,182 $4.8M
Jane Street Group, LLC 0.01% Reduce -20.8% 98,332 $4.1M
Clayton Financial Group LLC 1.86% Add +10.7% 97,487 $4.1M
Qube Research & Technologies Ltd 0.01% Add +53.2% 94,652 $4.0M
Williams Financial, LLC 2.61% New 93,610 $3.9M
InterOcean Capital Group, LLC 0.09% Reduce -8.4% 86,411 $3.6M
Waverly Advisors, LLC 0.09% New 86,381 $3.6M
Valmark Advisers, Inc. 0.06% Add +1.3% 81,742 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -7.1% 80,197 $3.4M
Bridge Advisory, LLC 1.62% Reduce -12.9% 77,824 $3.3M
Apeiron RIA LLC 0.92% Reduce -2.5% 76,227 $3.2M
Norris Financial Group, LLC 1.71% New 74,644 $3.1M
Financial Partners Group, Inc 0.49% Add +95.2% 73,376 $3.1M
Dynamic Advisor Solutions LLC 0.10% Add +128.3% 72,222 $3.0M
Ategra Capital Management, LLC 1.38% Add +0.2% 71,551 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Reduce -2.0% 71,139 $3.0M
First American Trust, FSB 0.30% Add +25.4% 68,558 $2.9M
Old Port Advisors 0.87% Add +26.4% 67,702 $2.8M
StoneX Group Inc. 0.25% New 65,214 $2.7M
Quantum Portfolio Management LLC 1.42% Reduce -1.1% 59,502 $2.5M
Equitable Holdings, Inc. 0.03% Add +35.1% 59,182 $2.5M
Beacon Financial Group 0.28% Reduce -14.9% 57,724 $2.4M
McNamara Financial Services, Inc. 0.50% Reduce -4.4% 56,385 $2.4M
Integrated Wealth Concepts LLC 0.03% Add +93.3% 55,620 $2.3M
TD Private Client Wealth LLC 0.08% Add +11.1% 55,249 $2.3M
GFS Advisors, LLC 0.37% Add +0.9% 53,872 $2.3M
Captrust Financial Advisors 0.01% Reduce -12.3% 53,261 $2.2M
Greenleaf Trust 0.02% Reduce -4.3% 51,961 $2.2M
Gsa Capital Partners LLP 0.15% Add +45.6% 46,616 $1.9M
Grayhawk Investment Strategies Inc. 1.68% Add +68.9% 45,600 $1.9M
Arbor Trust Wealth Advisors, LLC 1.04% Add +63.6% 44,608 $1.9M
MML Investors Services, LLC 0.01% Add +0.9% 45,326 $1.9M
Rockefeller Capital Management L.P. 0.01% Add +4.0% 44,914 $1.9M
JNBA Financial Advisors 0.19% Reduce -52.9% 43,722 $1.8M
IFP Advisors, Inc 0.08% Add +5.9% 43,357 $1.8M
All Season Financial Advisors, Inc. 1.49% Reduce -40.0% 43,084 $1.8M
Corient Private Wealth LP 0.00% Add +0.3% 41,257 $1.7M
WealthPLAN Partners, LLC 0.17% Reduce -0.2% 40,346 $1.7M
Regal Investment Advisors LLC 0.11% Add +2.9% 38,378 $1.6M
Janney Capital Management LLC 0.11% Reduce -1.5% 37,935 $1.6M
FFG Retirement Advisors LLC 1.10% Add +2.4% 37,359 $1.6M
Old Mission Capital LLC 0.04% Add +13.9% 36,594 $1.5M
Moody National Bank Trust Division 0.12% No change 36,377 $1.5M
Kades & Cheifetz LLC 0.97% Reduce -2.4% 36,290 $1.5M
Mirador Capital Partners LP 0.29% Add +4.2% 35,975 $1.5M
Evanson Asset Management, LLC 0.11% Reduce -2.3% 35,967 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.1% 35,920 $1.5M
FMR LLC 0.00% Add +13.4% 35,155 $1.5M
HighTower Advisors, LLC 0.00% Add +8.7% 34,623 $1.4M
J.W. Cole Advisors, Inc. 0.07% Add +2.5% 34,056 $1.4M
BNP Paribas 0.07% — 33,929 $1.4M
Koshinski Asset Management, Inc. 0.14% Reduce -23.4% 33,637 $1.4M
Bank of Montreal 0.00% Reduce -48.2% 33,305 $1.4M
PFG Advisors 0.10% Add +2.8% 31,125 $1.3M
Citadel Advisors 0.00% Reduce -58.2% 30,368 $1.3M
First City Capital Management, Inc. 0.69% Add +6.8% 29,646 $1.2M
CX Institutional 0.06% Reduce -17.9% 29,237 $1.2M

"% of holder's portfolio" is DEM's weight in each manager's 13F, not the share of Wisdomtree Emerging Markets the manager owns.

Show all 299 holders