Wisdomtree Emerging MarketsDEMETF
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $23.1M |
| Exits | 25 | $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.