Wisdomtree Emerging MarketsDEMETF

13F holders, Q3 2024 (September 30)
305holders +7
32new positions
25sold out
2famous investors
$44.00avg. 13F price*

At the end of Q3 2024, 305 institutions reported holding Wisdomtree Emerging Markets (DEM) in their 13F filings, up 7 from Q2 2024. 32 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($314.1M), Bank of America Corp. ($249.7M) and Wells Fargo & Company ($130.9M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions32$23.1M
Exits25$11.8M

All 13F filers, Q2 2024 → Q3 2024: 1,983,692 shares bought and 1,252,411 shares sold, net +731,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 305 holders

Morgan Stanley 0.02% Add +5.0% 7,137,874 $314.1M
Bank of America Corp. 0.02% Add +2.6% 5,673,715 $249.7M
Wells Fargo & Company 0.03% Add +1.6% 2,973,735 $130.9M
Ameriprise Financial Inc. 0.03% Add +3.6% 2,506,140 $110.2M
Creative Planning 0.10% Reduce -3.3% 2,206,230 $97.1M
LPL Financial LLC 0.04% Add +0.8% 2,173,463 $95.7M
UBS Group AG 0.02% Reduce -1.8% 1,788,626 $78.7M
Envestnet Asset Management Inc. 0.02% Add +10.3% 1,422,452 $62.6M
Kestra Investment Management, LLC 1.95% Add +4.7% 1,032,362 $45.4M
Cwm, LLC 0.13% Reduce -2.5% 662,833 $29.2M
Commonwealth Equity Services, LLC 0.04% Add +17.2% 638,871 $28.1M
Royal Bank of Canada 0.01% Add +5.6% 607,001 $26.7M
JPMorgan Chase & Co. 0.00% Add +1.5% 605,478 $26.6M
Captrust Financial Advisors 0.06% Reduce -1.2% 472,526 $20.8M
Aspiriant, LLC 0.78% Reduce -4.8% 466,304 $20.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -1.7% 437,015 $19.2M
Mercer Global Advisors Inc. 0.04% Add +11.9% 416,488 $18.4M
Cetera Investment Advisers 0.04% Add +14.1% 396,133 $17.4M
Stifel Financial Corp. 0.02% Reduce -5.0% 395,985 $17.4M
Assetmark, Inc. 0.05% Reduce -3.5% 375,417 $16.5M
Signature Estate & Investment Advisors LLC 0.38% Add +1.2% 373,529 $16.4M
Raymond James & Associates 0.01% Add +0.9% 355,250 $15.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +7.3% 343,599 $15.1M
Linscomb Wealth, Inc. 0.63% Reduce -1.1% 289,801 $12.8M
Composition Wealth, LLC 0.29% Reduce -12.9% 286,653 $12.6M
M&T Bank Corp 0.04% Add +4.9% 268,916 $11.8M
Eagle Strategies LLC 2.07% Add +3.1% 260,256 $11.5M
Alliancebernstein L.P. 0.00% Add +14.5% 256,947 $11.3M
Capital Analysts, LLC 0.45% Reduce -1.2% 249,558 $11.0M
Baird Financial Group, Inc. 0.02% Add +1.3% 238,357 $10.5M
Canandaigua National Bank & Trust Co. 0.81% Add +4.4% 193,230 $8.5M
Cornerstone Wealth Group, LLC 0.69% Reduce -0.4% 189,150 $8.3M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.1% 182,782 $8.0M
Baker Avenue Asset Management, LP 0.25% Add +8.8% 181,926 $8.0M
Mariner, LLC 0.01% New 176,348 $7.8M
Avantax Advisory Services, Inc. 0.05% Reduce -4.4% 168,699 $7.4M
Kestra Advisory Services, LLC 0.04% Reduce -50.0% 168,185 $7.4M
Cascade Financial Partners, LLC 0.84% Add +0.8% 154,185 $6.7M
Private Wealth Advisors, LLC 2.52% Reduce -30.1% 140,435 $6.2M
Orion Porfolio Solutions, LLC 0.06% Add +0.1% 130,192 $5.7M
Orion Portfolio Solutions, LLC 0.06% Add +0.1% 130,192 $5.7M
D.A. Davidson & Co. 0.05% Reduce -0.7% 130,185 $5.7M
Clayton Financial Group LLC 2.13% Add +25.2% 129,367 $5.7M
Valmark Advisers, Inc. 0.09% Add +58.5% 128,775 $5.7M
Osaic Holdings, Inc. 0.01% Reduce -6.8% 127,230 $5.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% Add +3.4% 117,283 $5.2M
Comerica Bank 0.02% Add +3.8% 116,594 $5.1M
Financial Partners Group, Inc 0.76% Add +9.9% 116,394 $5.1M
Focus Partners Wealth 0.02% Add +3.6% 107,218 $4.7M
Old Mission Capital LLC 0.10% Add +8.4% 101,555 $4.5M
Williams Financial, LLC 2.76% Add +4.4% 100,326 $4.4M
Cheviot Value Management, LLC 0.82% Reduce -17.4% 98,627 $4.3M
&partners 0.08% New 94,470 $4.2M
Waverly Advisors, LLC 0.07% Reduce -1.8% 83,191 $3.7M
Norris Financial Group, LLC 1.73% Add +36.7% 79,652 $3.5M
Apeiron RIA LLC 0.94% Reduce -0.6% 74,678 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Add +3.2% 73,687 $3.2M
TD Private Client Wealth LLC 0.09% Add +20.4% 72,638 $3.2M
Advisory Services Network, LLC 0.06% No change 71,026 $3.1M
Bridge Advisory, LLC 1.46% Reduce -1.6% 69,652 $3.1M
Sanctuary Advisors, LLC 0.02% Reduce -6.8% 73,844 $3.1M
Quantum Portfolio Management LLC 1.40% Add +0.5% 58,895 $2.6M
All Season Financial Advisors, Inc. 2.15% Reduce -33.0% 57,477 $2.5M
Equitable Holdings, Inc. 0.02% Add +19.2% 57,327 $2.5M
MML Investors Services, LLC 0.01% Add +15.0% 56,751 $2.5M
IFP Advisors, Inc 0.09% Add +25.1% 55,654 $2.4M
Old Port Advisors 0.68% Reduce -25.9% 55,495 $2.4M
Greenleaf Trust 0.02% Add +1.1% 54,295 $2.4M
Beacon Financial Group 0.25% Reduce -1.8% 51,645 $2.3M
Corient Private Wealth LP 0.00% Add +15.8% 48,332 $2.1M
Arbor Trust Wealth Advisors, LLC 1.08% No change 47,499 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +3.4% 46,666 $2.1M
NFSG Corp 0.69% Add +5.5% 44,487 $2.0M
Endowment Wealth Management, Inc. 1.28% Add +63.4% 44,263 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -49.9% 41,855 $1.8M
Transform Wealth, LLC 0.12% New 41,635 $1.8M
Koshinski Asset Management, Inc. 0.15% Add +5.5% 40,209 $1.8M
BNP Paribas 0.07% Add +11.3% 40,172 $1.8M
WealthPlan Investment Management, LLC 0.18% New 39,983 $1.8M
J.W. Cole Advisors, Inc. 0.07% Add +6.5% 39,461 $1.7M
FMR LLC 0.00% Add +4.2% 38,408 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.3% 38,300 $1.7M
Mirador Capital Partners LP 0.29% Add +2.1% 37,123 $1.6M
Kades & Cheifetz LLC 0.93% Add +0.1% 36,928 $1.6M
Moody National Bank Trust Division 0.17% Add +1.5% 36,879 $1.6M
Regal Investment Advisors LLC 0.11% Reduce -3.1% 36,824 $1.6M
FFG Retirement Advisors LLC 1.04% Reduce -0.3% 36,291 $1.6M
HighTower Advisors, LLC 0.00% Reduce -18.1% 36,289 $1.6M
Bank of Montreal 0.00% Reduce -2.0% 33,699 $1.5M
PFG Advisors 0.09% Add +0.1% 33,216 $1.5M
Evanson Asset Management, LLC 0.10% Reduce -6.0% 33,119 $1.5M
First City Capital Management, Inc. 0.73% Reduce -1.5% 32,196 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +7.0% 30,733 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -20.3% 30,561 $1.3M
CX Institutional 0.06% Add +3.0% 28,813 $1.3M
Grayhawk Investment Strategies Inc. 1.97% New 28,650 $1.3M
Drive Wealth Management, LLC 0.33% Add +2.8% 28,634 $1.3M
Northern Trust Corp. 0.00% No change 28,245 $1.2M
Canandaigua National Trust Co of Florida 1.05% — 27,626 $1.2M
Investors Research Corp 0.25% Add +49.3% 26,015 $1.1M

"% 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 305 holders