Wisdomtree Emerging MarketsDEMETF

13F holders, Q2 2024 (June 30)
298holders −1
24new positions
25sold out
2famous investors
$43.36avg. 13F price*

At the end of Q2 2024, 298 institutions reported holding Wisdomtree Emerging Markets (DEM) in their 13F filings, down 1 from Q1 2024. 24 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($294.3M), Bank of America Corp. ($239.4M) and Wells Fargo & Company ($126.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions24$25.5M
Exits25$15.7M

All 13F filers, Q1 2024 → Q2 2024: 3,082,955 shares bought and 1,532,855 shares sold, net +1,550,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 298 holders

Morgan Stanley 0.02% Add +3.1% 6,794,452 $294.3M
Bank of America Corp. 0.02% Add +1.1% 5,527,008 $239.4M
Wells Fargo & Company 0.03% Add +4.9% 2,926,287 $126.7M
Ameriprise Financial Inc. 0.03% Add +3.9% 2,418,969 $104.8M
Creative Planning 0.11% Add +2.0% 2,281,466 $98.8M
LPL Financial LLC 0.05% Add +3.5% 2,156,546 $93.4M
UBS Group AG 0.02% Add +9.3% 1,822,094 $78.9M
Envestnet Asset Management Inc. 0.02% Add +2.7% 1,289,169 $55.8M
Kestra Investment Management, LLC 2.91% — 986,035 $42.7M
Arden Trust Co 5.41% Add +28.4% 894,415 $38.7M
Cwm, LLC 0.14% Reduce -7.8% 679,454 $29.4M
JPMorgan Chase & Co. 0.00% Add +15.5% 596,282 $25.8M
Royal Bank of Canada 0.01% Add +0.3% 574,865 $24.9M
Commonwealth Equity Services, LLC 0.04% Add +0.3% 544,937 $23.6M
Aspiriant, LLC 0.87% Reduce -4.4% 489,803 $21.2M
Captrust Financial Advisors 0.07% Add +797.6% 478,056 $20.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +13.6% 444,723 $19.3M
Stifel Financial Corp. 0.02% Add +1.3% 416,852 $18.1M
Assetmark, Inc. 0.05% Reduce -30.8% 388,842 $16.8M
Mercer Global Advisors Inc. 0.04% Add +8.3% 372,302 $16.1M
Signature Estate & Investment Advisors LLC 0.40% Add +16.3% 368,969 $16.0M
Raymond James & Associates 0.01% Reduce -2.1% 352,197 $15.3M
Cetera Investment Advisers 0.03% Reduce -3.9% 347,115 $15.0M
Kestra Advisory Services, LLC 0.08% Add +28.7% 336,513 $14.6M
Composition Wealth, LLC 0.35% Reduce -24.8% 329,256 $14.3M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -5.1% 320,239 $13.9M
Linscomb Wealth, Inc. 0.66% Reduce -0.1% 293,172 $12.7M
M&T Bank Corp 0.04% Reduce -2.4% 256,312 $11.1M
Capital Analysts, LLC 0.48% Add +5.1% 252,678 $10.9M
Eagle Strategies LLC 2.09% Add +2950.5% 252,395 $10.9M
TMD Wealth Management, LLC 2.39% Add +4.3% 251,954 $10.9M
Susquehanna International Group, LLP 0.02% New 248,442 $10.8M
Baird Financial Group, Inc. 0.02% Add +6.7% 235,204 $10.2M
Alliancebernstein L.P. 0.00% Add +6.6% 224,364 $9.7M
Private Wealth Advisors, LLC 3.81% Add +21.7% 200,765 $8.7M
Cornerstone Wealth Group, LLC 0.73% Add +2.5% 189,965 $8.2M
Canandaigua National Bank & Trust Co. 0.87% New 185,125 $8.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +17.3% 182,877 $7.9M
Avantax Advisory Services, Inc. 0.05% Reduce -36.7% 176,509 $7.6M
Baker Avenue Asset Management, LP 0.25% Reduce -2.0% 167,211 $7.2M
Cascade Financial Partners, LLC 0.87% Add +0.6% 153,022 $6.6M
Osaic Holdings, Inc. 0.01% Reduce -42.8% 136,501 $5.9M
D.A. Davidson & Co. 0.05% Reduce -0.4% 131,131 $5.7M
Orion Porfolio Solutions, LLC 0.06% Add +0.5% 130,073 $5.6M
Orion Portfolio Solutions, LLC 0.06% Add +0.5% 130,073 $5.6M
Cheviot Value Management, LLC 1.01% Reduce -4.9% 119,467 $5.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% Reduce -4.8% 113,409 $4.9M
Comerica Bank 0.02% Reduce -1.6% 112,320 $4.9M
Financial Partners Group, Inc 0.72% Add +44.3% 105,882 $4.6M
Focus Partners Wealth 0.02% Add +318.1% 103,450 $4.5M
Clayton Financial Group LLC 1.87% Add +6.0% 103,326 $4.3M
Williams Financial, LLC 2.77% Add +2.7% 96,106 $4.2M
Old Mission Capital LLC 0.11% Add +156.1% 93,712 $4.1M
All Season Financial Advisors, Inc. 3.37% Add +99.2% 85,807 $3.7M
Waverly Advisors, LLC 0.07% Reduce -1.9% 84,732 $3.7M
Dynamic Advisor Solutions LLC 0.11% Add +15.6% 83,504 $3.6M
Valmark Advisers, Inc. 0.06% Reduce -0.6% 81,265 $3.5M
Sanctuary Advisors, LLC 0.02% — 79,226 $3.3M
Apeiron RIA LLC 1.00% Reduce -1.5% 75,109 $3.3M
Old Port Advisors 0.97% Add +10.7% 74,937 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Add +0.4% 71,406 $3.1M
Advisory Services Network, LLC 0.06% New 71,026 $3.1M
Bridge Advisory, LLC 1.51% Reduce -9.1% 70,746 $3.1M
Janney Montgomery Scott LLC 0.01% Reduce -12.5% 70,191 $3.0M
TD Private Client Wealth LLC 0.08% Add +9.2% 60,318 $2.6M
Quantum Portfolio Management LLC 1.46% Reduce -1.5% 58,604 $2.5M
Norris Financial Group, LLC 1.31% Reduce -21.9% 58,284 $2.5M
Greenleaf Trust 0.02% Add +3.4% 53,709 $2.3M
GFS Advisors, LLC 0.37% Reduce -97.2% 1,510 $2.3M
Beacon Financial Group 0.26% Reduce -8.8% 52,613 $2.3M
Integrated Wealth Concepts LLC 0.03% Reduce -5.6% 52,496 $2.3M
MML Investors Services, LLC 0.01% Add +8.9% 49,344 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -18.7% 48,108 $2.1M
Arbor Trust Wealth Advisors, LLC 1.08% Add +6.5% 47,499 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +0.5% 45,129 $2.0M
IFP Advisors, Inc 0.08% Add +2.6% 44,497 $1.9M
HighTower Advisors, LLC 0.00% Add +28.0% 44,329 $1.9M
NFSG Corp 0.68% Add +62.8% 42,180 $1.8M
Bank of New York Mellon Corp 0.00% Reduce -73.4% 41,829 $1.8M
Corient Private Wealth LP 0.00% Add +1.2% 41,739 $1.8M
WealthPLAN Partners, LLC 0.19% Reduce -0.5% 40,156 $1.7M
Koshinski Asset Management, Inc. 0.16% Add +13.4% 38,131 $1.7M
Qube Research & Technologies Ltd 0.00% Reduce -59.5% 38,347 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.3% 38,185 $1.7M
Regal Investment Advisors LLC 0.11% Reduce -1.0% 37,996 $1.6M
J.W. Cole Advisors, Inc. 0.08% Add +8.8% 37,054 $1.6M
Kades & Cheifetz LLC 1.01% Add +1.7% 36,910 $1.6M
Janney Capital Management LLC 0.11% Reduce -2.7% 36,904 $1.6M
FMR LLC 0.00% Add +4.9% 36,873 $1.6M
FFG Retirement Advisors LLC 1.10% Reduce -2.6% 36,383 $1.6M
Mirador Capital Partners LP 0.30% Add +1.1% 36,356 $1.6M
Moody National Bank Trust Division 0.12% Reduce -0.1% 36,327 $1.6M
BNP Paribas 0.08% Add +6.4% 36,098 $1.6M
Evanson Asset Management, LLC 0.11% Reduce -2.0% 35,229 $1.5M
Bank of Montreal 0.00% Add +3.3% 34,392 $1.5M
PFG Advisors 0.10% Add +6.6% 33,188 $1.4M
First City Capital Management, Inc. 0.80% Add +10.3% 32,687 $1.4M
JNBA Financial Advisors 0.14% Reduce -30.1% 30,559 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +0.6% 28,734 $1.2M
Northern Trust Corp. 0.00% Add +428.4% 28,245 $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 298 holders